When this happens...
Microsoft Dynamics CRMNew Lead
Then do this...
Image RelayCreate Folder

Get support from your customer relations team and the creative department the moment you start working with a potential client. After setting up this automation, creating a new lead in MS Dynamics CRM will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.

How this MS Dynamics CRM-Image Relay integration works

  1. A new lead is created in MS Dynamics CRM
  2. Zapier creates a new folder in Image Relay
  • MS Dynamics CRM
  • Image Relay
Premium
Microsoft Dynamics CRM is a Premium integration on Zapier.

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Free

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Enterprise-level security—connect mission-critical apps.

It's easy to connect Image Relay + Microsoft Dynamics CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Image Relay
File Uploaded to Folder

Triggers when an file is uploaded and ready for download from Image Relay.

Image Relay
Invite User

Invites a user to your Image Relay account.

Image Relay
New Folder

Triggers when a new folder is created.

Image Relay
Create Folder

Creates a new folder.

Image Relay
New User Created

Triggers when a new user is created.

Image Relay
Upload File

Transfers file to Image Relay.

Microsoft Dynamics CRM
New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Create Contact

Creates a new contact.

Microsoft Dynamics CRM
New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Create Lead

Creates a new lead.

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The Digital Asset Management system designed with your time in mind. Upload, organize, and distribute your files from one centralized, secure, easy-to-use spot in the cloud.

Dynamics CRM is a leading customer resource management and enterprise resource planning software.