LionDesk + Microsoft Dynamics 365 CRM

Create Lead

Creates a new lead.

Update Case/Incident

Updates a Case/Incident.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Contact

Finds a contact by email address or other searchable field.

Find Opportunity

Finds an opportunity by subject or other searchable field.

Find or Create Contact

Finds a contact by email address or other searchable field.

Find or Create Opportunity

Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.

Add Comment

Adds a comment to an existing contact.

Create Contact

Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does

Update Hotness

Update the hotness of a contact

Create Account

Creates a new account.

Create Contact

Creates a new contact.

Update Account

Updates an account.

Update Contact

Updates a contact.

Update Lead

Updates a lead.

Find Account

Finds an account by name.

Find Campaign

Finds a campaign by name.

Find Lead

Finds a lead by email address or other searchable field.

Find or Create Account

Finds an account by name.

Find or Create Lead

Finds a lead by email address or other searchable field.

Add Tags

Assign tags to a contact

Start Campaign

Start an existing campaign for a contact.

Find Contact