Hire Aiva + Microsoft Dynamics 365 CRM

Create new leads in Hire Aiva from new Microsoft Dynamics 365 CRM leads

Streamline your sales process by connecting Microsoft Dynamics 365 CRM with Hire Aiva. With this seamless workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, it instantly triggers a lead action in Hire Aiva. This automation ensures that you never miss an opportunity to connect with potential customers and helps boost your sales team's efficiency.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
New Lead
Creates a new lead for processing
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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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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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
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- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Appointment Booked
Triggers when an appointment is booked with a lead
Trigger
Instant
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Lead Marked Not Interested
Triggers when a lead is marked as not interested
Trigger
Instant
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Landline Lead
Triggers when a lead comes in with a landline number
Trigger
Instant
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Team Members
List of team members.
Trigger
Scheduled
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- Name
- Email Address
- Phone NumberRequired
- Lead SourceRequired
- Property Address
- Comments
- Lead TypeRequired
- ScriptRequired
- Assigned Agent
- Facebook Campaign Name
- External Lead ID
Action
Write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Lead Marked Interested
Triggers when a lead is marked as interested
Trigger
Instant
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Lead Marked Unresponsive
Triggers when a lead is marked as unresponsive
Trigger
Instant
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New Lead Received
Triggers when a new lead is received
Trigger
Instant
Try It
Scripts
List of scripts.
Trigger
Scheduled
Try It
- Lead Phone, Lead Email, or Lead IDRequired
Action
Write

About Hire Aiva

Aiva helps real estate agents convert online leads

Related categories

HR Talent & Recruitment

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

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Hire Aiva + Microsoft Dynamics 365 CRM

Create new leads in Hire Aiva from new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

Appointment Booked

Lead Marked Not Interested

Landline Lead

Team Members

New Lead

Name

Email Address

Phone NumberRequired

Lead SourceRequired

Property Address

Comments

Lead TypeRequired

ScriptRequired

Assigned Agent

Facebook Campaign Name

External Lead ID

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Invoice

Info

Owner