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.
- When this happens...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).
- automatically do this!Create LeadCreates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
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
- RecipientsRequired
Try ItTriggerInstant- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.
Related categories






