Ingram Micro Cloud Marketplace + Microsoft Dynamics 365 CRM

Ingram Micro Cloud Marketplace + Microsoft Dynamics 365 CRM integrations

Create leads in Microsoft Dynamics 365 CRM for new orders in Ingram Micro Cloud Marketplace

Effortlessly manage your customer database by leveraging this workflow. Whenever there is a New Order in your Ingram Micro Cloud Marketplace, it creates a Lead in your Microsoft Dynamics 365 CRM. This automation simplifies your sales process, ensuring no potential client slips through the cracks. Enjoy seamless integration between your Marketplace and CRM for improved efficiency and productivity.

When this happens...
New OrderTriggers when a new order is created.
TriggerPolling
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Ingram Micro Cloud Marketplace and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with Ingram Micro Cloud Marketplace and Microsoft Dynamics 365 CRM

New Customer Account
Triggers when a new customer account is created.
Trigger
Polling
Try It
- Status
- Report Format
- Report Type
- First Day of the Report Data
- Last Day of the Report Data
Trigger
Polling
Try It
- Customer Name
  Required
- External ID
- Language
  Required
- City
  Required
- Country
  Required
- Postal / Zip Code
  Required
- State
- Street Address
  Required
- Address Extension
- Tax Registration ID
- Additional Attributes (Names)
- Additional Attributes (Values)
- Contact Type
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
  Required
Action
Write
- Report Name
  Required
- Period Start Date
  Required
- Period End Date
- Report Format
Action
Write
- Customer Name
- E-mail Address
- External Identifier
Action
Search

- Product Name
- Service Name
- MPN
Action
Search
- Customer Account Identifier
- Created After
- Created Before
- Status
Action
Search

- Order ID
  Required
Action
Search
- Subscription Identifier
  Required
Action
Search
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Status
- Status Code
- Created After
- Created Before
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Customer ID
  Required
- Order Type
  Required
- Purchase Order (PO) Number
- Product ID
- Manufacturer Part Number (MPN)
- Billing Period Duration
- Billing Period Type
- Quantity
  Required
- Subscription ID
- New Manufacturer Part Number (MPN)
- New Product ID
- Special Price (Value)
- Special Price (Currency)
- Parameters (Names)
- Parameters (Values)
- Vendor (Manufacturer)
- Attribute Key
- Attribute Value
Action
Write
- Customer ID
  Required
- Customer Name
- External ID
- City
- Country
- Postal / Zip Code
- State
- Street Address
- Address Extension
- Tax Registration ID
- Status
- Contact Type
- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Customer ID
- Subscription ID
- Order Number
- Status
- Created After
- Created Before
- Internal Status Code
Action
Search
- Name
- Format
- Status
- Type
- Period Start Date
- Period End Date
Action
Search
- Customer Account Identifier
  Required
Action
Search
- Report ID
  Required
Action
Search
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

About Ingram Micro Cloud Marketplace

Integrate your eCommerce, CRM, billing and ERP systems with Cloud Marketplace. Put the most time-consuming, frustrating aspects of reconciling your systems on autopilot—and focus instead on growing your business.

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Related categories

Commerce

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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CRM (Customer Relationship Management)

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