Microsoft Dynamics 365 CRM + Pixifi
Create new Pixifi leads from Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and Pixifi. When you receive a new lead in Microsoft Dynamics 365 CRM, this automation will instantly create a lead in Pixifi. Save time and stay organized by ensuring all your leads are consistently updated across both platforms.
Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and Pixifi. When you receive a new lead in Microsoft Dynamics 365 CRM, this automation will instantly create a lead in Pixifi. Save time and stay organized by ensuring all your leads are consistently updated across both platforms.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadThis will create a new Lead in Pixifi.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact Updated
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Campaign Response
Creates a new campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Campaign Response
Updates an existing campaign response.
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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
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 appFind Campaign Response
Finds a campaign response.
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSpecific 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 ZapScheduledZapier checks for new data every 15 min on the Free planLead 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 appEvent Type NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst 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 Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCase/Incident Updated
Triggers when a case/incident has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLead Updated
Triggers when a lead has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunity Updated
Triggers when an opportunity has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
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
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
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 appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
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 Accepted
Triggers 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 appFirst Name
Last Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier