IRIS CRM + Microsoft Dynamics 365 CRM

Create new leads in IRIS CRM from new Microsoft Dynamics 365 CRM leads for seamless management

Effortlessly manage your sales pipeline by transferring new leads from Microsoft Dynamics 365 CRM to IRIS CRM using this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a corresponding lead in IRIS CRM, ensuring all your sales data stays organized and up-to-date. This automated process saves you time and helps you focus on nurturing leads and closing deals.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
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Create New Lead
Create a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Previous StatusRequired
- New StatusRequired
Trigger
Instant
Try It
- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write
- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
Lead Restored
Triggers when a lead is restored.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

About Microsoft Dynamics 365 CRM

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

Learn more Help

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IRIS CRM + Microsoft Dynamics 365 CRM

Create new leads in IRIS CRM from new Microsoft Dynamics 365 CRM leads for seamless management

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Lead Created

Info

Current StatusRequired

Lead File Uploaded

Info

Current StatusRequired

Lead Note Added

Info

Current StatusRequired

Lead Status Updated

Info

Previous StatusRequired

New StatusRequired

Add File to Lead

Info

File TabRequired

File LabelRequired

File NameRequired

File SourceRequired

Assign User(s) to Lead

Info

Assign User(s)Required

Assign User's Manager(s)

Send Email to Lead

Info

Lead Email FieldRequired

Email templateRequired

Update Lead