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Formatter by Zapier + Microsoft Dynamics 365 CRM

Format new Microsoft Dynamics 365 CRM leads into text with Formatter by Zapier

Efficiently manage your new leads in Microsoft Dynamics 365 CRM with this workflow. As soon as a new lead is added in the CRM, this automation will use Formatter by Zapier to send a text action with the lead details. Stay updated on your potential customers and boost your sales process seamlessly.

Efficiently manage your new leads in Microsoft Dynamics 365 CRM with this workflow. As soon as a new lead is added in the CRM, this automation will use Formatter by Zapier to send a text action with the lead details. Stay updated on your potential customers and boost your sales process seamlessly.

  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
    Text

    Work with text data to find & replace, capitalize, remove HTML, 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
    • Custom EntityRequired

    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.
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Related categories

  • Documents
  • Zapier
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