Connect LeadConnector and Microsoft Dynamics 365 CRM to unlock the power of automation
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Choose a Trigger
Choose an Action
Set up your first integration
Quickly connect LeadConnector to Microsoft Dynamics 365 CRM with a Zapier template.
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Zapier makes it easy to integrate LeadConnector with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from LeadConnector
A trigger is an event that starts your Zap and runs the workflow. For example, with LeadConnector, a trigger could be "Pipeline Stage Changed."
Setup an action from Microsoft Dynamics 365 CRM
An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."
That’s it! You just connected LeadConnector to Microsoft Dynamics 365 CRM
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First NameRequired
- Last NameRequired
- Business nameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- CountryRequired
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- In PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- User Phone
- EmailRequired
- First NameRequired
- Last NameRequired
- Business nameRequired
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerPolling
- First NameRequired
- Last NameRequired
- Business nameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- CountryRequired
- Date Of Birth
ActionWrite- CampaignRequired
- First NameRequired
- Last NameRequired
- Business nameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First NameRequired
- Last NameRequired
- User Phone
- EmailRequired
ActionWrite
Learn how to automate LeadConnector on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Related categories
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