Genoo + Microsoft Dynamics 365 CRM

Create new Genoo leads from Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Genoo. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, a corresponding lead will be created in Genoo. This seamless workflow allows you to track and nurture leads without the need for manual data entry, giving you more time to focus on closing deals and growing your business.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Lead
Add or update Lead Record within your Genoo account.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Marketing Qualified Lead
Get New Marketing Qualified Leads.
Trigger
Scheduled
Try It
New Won Opportunity
Will retreive recent Won Opportunities.
Trigger
Scheduled
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- Select Genoo EmailRequired
- Send Now?Required
- Email AddressRequired
Action
Write
- Order NumberRequired
- Order StatusRequired
- Customer EmailRequired
- Line Item Quantity
- Line Item Total Price
- Line Item Variant Title
- Line Item Variant Info
- Line Item Product ID
- Line Item Unit Price
- Total Price
- Shipping Amount
- Shipping Weight
- Tax Amount
- Subtotal Price
- Order Date
- Order Note
- Financial Status
- Fulfillment Status
- Billing Address Street 1
- Billing Address Street 2
- Billing Address City
- Billing Address Company
- Billing Address State
- Billing Address Province
- Billing Address Postal Code
- Billing Address Country
- Shipping Address Street 1
- Shipping Address Street 2
- Shipping Address City
- Shipping Address Company
- Shipping Address State
- Shipping Address Province
- Shipping Address Postal Code
- Shipping Address Country
- Customer First Name
- Customer Last Name
Action
Write
- WebinarRequired
- Attendee Email AddressRequired
- Attended LiveRequired
- Time on Live Room
- Watched Replay
- Time on the Replay
- Activity Points
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- LeadTypeRequired
Trigger
Scheduled
Try It
New Opportunity
Pull New Opportunities from Your Genoo Account.
Trigger
Scheduled
Try It
- Select Nurturing SequenceRequired
- Assign Only if Higher LevelRequired
- Email AddressRequired
Action
Write
- Lead TypeRequired
- Append Multi-Value Fields?Required
Action
Write
- Lead's EmailRequired
- Email of Who Is Mtg With LeadRequired
- Activity NameRequired
- Activity TypeRequired
- Activity Start Date & TimeRequired
- Activity End Date & Time
- Activity Description
Action
Write

About Genoo

Marketing Automation and Online Marketing Tools for small and midsized organizations. Includes comprehensive lead database, activity tracking and scoring, email marketing, and lead nurturing. Also contains integrated CRM for small sales teams.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Dynamics 365 CRM

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

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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CAPABILITIES

By team

Genoo + Microsoft Dynamics 365 CRM

Create new Genoo leads from Microsoft Dynamics 365 CRM leads

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Marketing Qualified Lead

New Won Opportunity

Create Email Recipient

Select Genoo EmailRequired

Send Now?Required

Email AddressRequired

Create Order

Order NumberRequired

Order StatusRequired

Customer EmailRequired

Line Item Quantity

Line Item Total Price

Line Item Variant Title

Line Item Variant Info

Line Item Product ID

Line Item Unit Price

Total Price

Shipping Amount

Shipping Weight

Tax Amount

Subtotal Price

Order Date

Order Note

Financial Status

Fulfillment Status

Billing Address Street 1

Billing Address Street 2

Billing Address City

Billing Address Company

Billing Address State

Billing Address Province

Billing Address Postal Code

Billing Address Country

Shipping Address Street 1

Shipping Address Street 2

Shipping Address City

Shipping Address Company

Shipping Address State

Shipping Address Province

Shipping Address Postal Code