Microsoft Dynamics 365 CRM + noCRM.io

Create prospects in noCRM.io from new leads in Microsoft Dynamics 365 CRM

Efficiently manage new leads and prospects with this seamless workflow between Microsoft Dynamics 365 CRM and noCRM.io. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a prospect will be created in noCRM.io, ensuring your sales team stays organized and up-to-date on the latest opportunities. Gain valuable time by automating this crucial lead management process, ultimately boosting your sales performance.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event NameRequired
Trigger
Instant
Try It
- Event Name
- Step Event NameRequired
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Prospecting list
Trigger
Instant
Try It
- LeadRequired
- Attachment nameRequired
- AttachmentRequired
Action
Write
- LeadRequired
- Simplified API pathRequired
Action
Write
- Unassigned Explanation
- LeadRequired
- StatusRequired
Action
Write
- LeadRequired
- ActivityRequired
- Comment
Action
Write
- Prospecting ListRequired
Action
Write
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- LeadRequired
- Estimated closing dateRequired
Action
Write
- TitleRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Event Name
- User
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event NameRequired
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event NameRequired
Trigger
Instant
Try It
- LeadRequired
- User Email
Action
Write
- LeadRequired
- New Lead's TitleRequired
Action
Write
- LeadRequired
- Step NameRequired
Action
Write
- LeadRequired
- CommentRequired
Action
Write
- LeadRequired
- Tag NamesRequired
Action
Write
- LeadRequired
- AmountRequired
- Probability (0-100)
Action
Write
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
Action
Search
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Creation date
- Step Name
Action
Search or write

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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Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + noCRM.io

Create prospects in noCRM.io from new leads in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Lead Comment

Event Name

New Deleted Lead

Event Name

New Manual Trigger

Event NameRequired

New Lead Step Changed To...

Event Name

Step Event NameRequired

New Client Folder

Event Name

New Prospect Created...

Event Name

Prospecting list

Add Attachment

LeadRequired

Attachment nameRequired

AttachmentRequired

Call Simplified API

LeadRequired

Simplified API pathRequired

Change Status

Unassigned Explanation

LeadRequired

StatusRequired

Log an Activity

LeadRequired

ActivityRequired

Comment

Create Prospect

Prospecting ListRequired

Create Lead

TitleRequired

Description addon

Field Explanation

User Email

Tags

Creation date

Step Name

Set the Estimated Closing Date