Image Relay
When this happens...
Microsoft Dynamics CRM (For use with Dynamics version 8)New 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 (For use with Dynamics version 8) is a Premium integration on Zapier.

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It's easy to connect Image Relay + Microsoft Dynamics CRM (For use with Dynamics version 8) and requires absolutely zero coding experience—the only limit is your own imagination.

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

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

Invite User

Invites a user to your Image Relay account.

New Folder

Triggers when a new folder is created.

Create Folder

Creates a new folder.

New User Created

Triggers when a new user is created.

Upload File

Transfers file to Image Relay.

New Contact

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

Create Contact

Creates a new contact.

New Opportunity

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

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.

See Microsoft Dynamics CRM (For use with Dynamics version 8) Integrations