Microsoft Dynamics 365 CRM + Pixifi
Microsoft Dynamics 365 CRM + Pixifi
Microsoft Dynamics 365 CRM + Pixifi integrations
Create Pixifi leads from new Microsoft Dynamics 365 CRM contacts
Easily streamline your lead generation process with this efficient workflow that connects Microsoft Dynamics 365 CRM and Pixifi. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a lead will be created in Pixifi, helping you stay organized and focused on growing your business. By automating this process, you'll save time and ensure that no potential leads slip through the cracks.
- When this happens...
New ContactTriggers when a new contact is created.TriggerPolling - automatically do this!
Create LeadThis will create a new Lead in Pixifi.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Pixifi
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Pixifi
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New 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 plan - 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
- 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 app- Info
- 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 app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 found- Info
- 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 found- Info
- 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- Info
- 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- Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Time Before (Unit Type)Required
- Event Type
- Brand
- Time BeforeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Lead Status
- Event Type
- Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Project Type
- Project Status
- Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The Event IDRequired
- Event Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice TypeRequired
- Due DateRequired
- Invoice Subject/TitleRequired
- Issue Date (Created on Date)
- Custom Invoice ID
- PO Number (Purchase Order)
- Tax Rate 1
- Tax Profile (For Tax Rate 1)
- Tax Rate 2
- Tax Profile (For Tax Rate 2)
- Tax Rate 3
- Tax Profile (For Tax Rate 3)
- Object Owner ID
- Customer ID
- Notes
- Lineitem TypeRequired
- Lineitem Price
- Lineitem Is Taxable?
- Lineitem QuantityRequired
- Lineitem Description
- Lineitem Longer Description
- Lineitem Cost
- LIneitem Image Thumbnail URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Brand
- Event Name
- Event Type
- Event Date
- Event Start Time
- Event End Time
- Event End Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
- Google Click Identifier (gclid)
- 3rd Party Lead Form Submission Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The Lead IDRequired
- Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Project Type
- Project Start Date
- Project Client
- Project Status
- Project Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client's IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Event Type NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email Address
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - 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.- 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 app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 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
- 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- Info
- 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- Info
- 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 found
Contract Signed and AcceptedTriggers when a Contract is signed and Accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Event Type
- Event Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Expense Category
- Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Brand
- Date Is Already Booked?
- Another Lead Has Same Date
- Event Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Task Category
- Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Product Type
- Product Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Category
- Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Event DateRequired
- Event TypeRequired
- Client's Name
- Event Name
- Event End Date
- Event Start Time
- Event End Time
- Event Arrival Time
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Date
- Expense Amount
- Expense Description
- Expense Category
- Expense Bank Account Name
- Expense Receipt Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email Address
- Phone Number
- File Name
- File Link/UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Brand
- Project Type
- Project Name
- Start Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BrandRequired
- Payment TypeRequired
- Payment AmountRequired
- Payment Received DateRequired
- Transaction IDRequired
- Due Date (optional)
- Fee Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TitleRequired
- Task Due DateRequired
- Task Assigned To
- Task Notes/Description
- Task Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Pixifi is a business management app for creative professionals.
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