Livespace + Microsoft Dynamics 365 CRM
Add notes to Livespace for new leads in Microsoft Dynamics 365 CRM
Effortlessly streamline your sales process by connecting Microsoft Dynamics 365 CRM and Livespace. With this workflow, whenever a new lead is added in Microsoft Dynamics 365, a person note will be created in Livespace, ensuring all relevant information and updates are readily available for your sales team. Enhance collaboration and stay organized by automating this crucial step in your sales pipeline.
Effortlessly streamline your sales process by connecting Microsoft Dynamics 365 CRM and Livespace. With this workflow, whenever a new lead is added in Microsoft Dynamics 365, a person note will be created in Livespace, ensuring all relevant information and updates are readily available for your sales team. Enhance collaboration and stay organized by automating this crucial step in your sales pipeline.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Person NoteAdds a note to existing person.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChange in Deal Stage
Triggers when deal stage is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Cost IDRequired
Discount percent
Description
Amount
Price
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Product IDRequired
Discount percent
Description
Amount
Price
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
Company nameRequired
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Company additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person
Person firstname and lastnameRequired
Person emails
Person phones
Company name
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Person additional fields
Company additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company name
Company tax number
Company email
Company phone
Company id
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson first name
Person last name
Person emails
Person phones
Company name
Contact id
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal nameRequired
Status
Deal id
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Company
Triggers when a new company is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChange in Deal Status
Triggers when deal status is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany nameRequired
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new company
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal nameRequired
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person firstname and lastnameRequired
Person emails
Person phones
Company name
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new person
Person additional fields
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task nameRequired
Date from
Date to
Description
Company
Person
Deal
Responsible user ID
Type ID
Status ID
Is done
Is private
Priority
Additional fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal nameRequired
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal name
Status
Deal id
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany nameRequired
Company tax number
Company email
Company phone
Company id
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new company
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson first name
Person last name
Person emails
Person phones
Company name
Contact id
Person firstname and lastnameRequired
Person emails
Person phones
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new person
Person additional fields
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Livespace
Related categories
About Microsoft Dynamics 365 CRM
Related categories
Related Zap Templates
- Create deal products in Livespace for new leads in Microsoft Dynamics 365 CRM
- Update contacts in Microsoft Dynamics 365 CRM and create tasks in Livespace
- Create Livespace persons from new Microsoft Dynamics 365 CRM contacts
- Create deals in Livespace for new leads in Microsoft Dynamics 365 CRM
- Update Livespace persons when new Microsoft Dynamics 365 CRM leads are created