Formatter by Zapier + Microsoft Dynamics 365 CRM

Create formatted numbers for new Microsoft Dynamics 365 CRM leads using Formatter by Zapier

Efficiently manage your sales pipeline with this Microsoft Dynamics 365 CRM and Formatter by Zapier integration. When a new lead is added to Microsoft Dynamics 365 CRM, this workflow will format the lead's phone number using the Formatter by Zapier app. Keep your contact information clean and easily accessible, streamlining your sales process and boosting productivity.

Efficiently manage your sales pipeline with this Microsoft Dynamics 365 CRM and Formatter by Zapier integration. When a new lead is added to Microsoft Dynamics 365 CRM, this workflow will format the lead's phone number using the Formatter by Zapier app. Keep your contact information clean and easily accessible, streamlining your sales process and boosting productivity.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Formatter by ZapierFormatter by Zapier
    Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn moreHelp

Related categories

  • Documents
  • Zapier
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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