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.
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 ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a new CRM Lead in HirePOS
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Completed Branch Transfer
Triggers when a Branch Transfer in HirePOS is flagged as Completed and saved via Setup > Items.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Maintenance Record Status Updated
Triggers when a 'New' Maintenence Record is created, or when the 'Status' is updated for an existing record.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Branch Transfer
Triggers when a new Branch Transfer in HirePOS is created via Setup > Items.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a Quote record in HirePOS is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment DateRequired
AmountRequired
Payment TypeRequired
Invoice NoRequired
Account CodeRequired
Memo
Link Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
ProviderRequired
ReferenceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundApproved Invoice
Triggers when an Invoice or Credit Note in HirePOS is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Booking
Triggers when a Booking record in HirePOS is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Item
Triggers when an Item in HirePOS is created via Setup > Items.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Booking
Triggers when a Booking in HirePOS is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Invoice
Triggers when an Invoice in HirePOS is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Quote
Triggers when a Quote in HirePOS is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company
First Name
Last Name
Address Line 1
Address Line 2
City
State
Postcode
Phone 1
Phone 2
Phone 3
Fax
Email
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Delivery Postcode
Delivery Contact Name
Delivery Phone 1
Delivery Required
Pickup Required
Delivery Docket Message
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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