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
Microsoft Dynamics CRM is a Premium integration on Zapier.

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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.