HirePOS + Microsoft Dynamics 365 CRM

Create new HirePOS leads from Microsoft Dynamics 365 CRM contacts

Effortlessly grow your client base with this seamless workflow between Microsoft Dynamics 365 CRM and HirePOS. When a new contact is added in Microsoft Dynamics 365 CRM, a lead will be created in HirePOS, making it easier to manage potential clients and nurture relationships. Simplify your sales process and stay organized with this time-saving automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Lead
Creates a new CRM Lead in HirePOS
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
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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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
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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
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 Quote
Triggers when a Quote record in HirePOS is created.
Trigger
Instant
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New or Updated Invoice
Triggers when a Sales record (Quote/Booking/Invoice) in HirePOS is created or updated.
Trigger
Instant
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- Company
- First Name
- Last Name
- Code
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Referral Source
- Notes
Action
Write
- Booking DateRequired
- Booked From
- Booked To
- Event Date
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Delivery Address Line 1
- Delivery Address Line 2
- Delivery City
- Delivery State
- Branch Code
- Reference
- Invoice Category Name
- Message
- Comments
- CodeRequired
- Quantity
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
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
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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
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
Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Trigger
Instant
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New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Trigger
Instant
Try It
New or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Trigger
Instant
Try It
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Notes
Action
Write

About HirePOS

HirePOS® is a modern web application that assists with all aspects of hire rental businesses from start to finish.

Related categories

Accounting

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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HirePOS + Microsoft Dynamics 365 CRM

Create new HirePOS leads from Microsoft Dynamics 365 CRM contacts

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 Quote

New or Updated Invoice

Create Customer

Company

First Name

Last Name

Code

Address Line 1

Address Line 2

City

State

Postcode

Country

Phone 1

Phone 2

Phone 3

Fax

Email

Referral Source

Notes

Create Website Booking

Booking DateRequired

Booked From

Booked To

Event Date

Company

First Name

Last Name

Address Line 1

Address Line 2

City

State

Postcode

Country

Phone 1

Phone 2

Phone 3

Fax

Email

Delivery Address Line 1