Microsoft Dynamics 365 CRM Integrations
Do More With Microsoft Dynamics 365 CRM
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Add new Facebook Lead Ad leads to Microsoft Dynamics CRM as contacts
Getting your leads to your sales team quickly can make the difference in a sale - are you tired of manually uploading your Facebook leads into Microsoft Dynamics CRM? Zapier can automate this for you. Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Microsoft Dynamics CRM, allowing you to follow-up with leads faster and more efficiently.
How this Facebook Lead Ads-Microsoft Dynamics CRM integration works
- A new lead is captured in Facebook Lead Ads
- Zapier creates a new contact in Microsoft Dynamics CRM
- Facebook Lead Ads
- Microsoft Dynamics CRM
Ask for feedback via Ratecard after contacts are added in Microsoft Dynamics 365 CRM
You would like to know how your customer(s) experience your company and your team. By asking for feedback via Ratecard after a contact is added in Microsoft Dynamics 365 CRM, you can measure, compare and benchmark one of the most important steps within your process. This integration uses the trigger "New Contact" within your Microsoft Dynamics account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the contact is added, or with a delay that you set within Ratecard.
Note: If you don't want to trigger a feedback request at exactly the moment when you add a contact to your Microsoft Dynamics account, it is recommended that you use the delay time within Ratecard to send out the request at the right and most suitable time.
Create a project in OpenAsset for a new opportunity in Microsoft Dynamics 365 CRM
Create Payment Rails recipients for new Microsoft Dynamics accounts
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Launched on Zapier November 5, 2018
Zapier combines Triggers (like "New Opportunity") and Actions (like "Create Lead") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Microsoft Dynamics 365 CRM Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new opportunity is created.
Triggers when a new contact is created.
Triggers when a new lead is created.
Triggers when an opportunity has been updated.
Triggers when a lead has been updated.
Triggers when a contact has been updated.
Triggers when a new account is created.
Creates a new lead.
Creates a new account.
Updates a lead.
Creates a new contact.
Updates a contact.
Updates an account.
Finds a lead by email address or other searchable field.
Finds an opportunity by subject or other searchable field
Finds an account by name.
Finds a contact by email address or other searchable field.