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Microsoft Dynamics 365 CRM + Moneypenny

Microsoft Dynamics 365 CRM + Moneypenny

Microsoft Dynamics 365 CRM + Moneypenny integrations

Create leads in Microsoft Dynamics 365 CRM from new Moneypenny messages

With this automation, whenever a new message is received in Moneypenny, a corresponding lead will be created in Microsoft Dynamics 365 CRM.

  1. When this happens...
    Message Received
    Message Received
    Message ReceivedTriggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform. You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
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More things you can do with Moneypenny and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with Moneypenny and Microsoft Dynamics 365 CRM

    • Recipients
      Required
    Trigger
    Instant
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Moneypenny
Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.
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