Create deals in Productive.io from new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your Microsoft Dynamics 365 CRM contacts and Productive.io deals in sync with this workflow. When you add a new contact in Microsoft Dynamics 365 CRM, a deal will be created in Productive.io, streamlining your sales pipeline and ensuring accurate data across both platforms. Save time and boost productivity with this seamless integration.
- When this happens...

New ContactTriggers when a new contact is created.TriggerPolling - automatically do this!

Create DealCreate new deal.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Productive.io
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Productive.io
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 ContactTriggers 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
Booking UpdateTriggers when Booking is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Budget UpdateTriggers when budget is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Contact UpdateTriggers when Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal UpdateTriggers when Deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Expense UpdateTriggers when Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New BookingNew booking created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CompanyNew company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DealNew deal created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New InvoiceNew invoice created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New TaskNew task created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task DeletedTriggers when Task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PersonRequired
- TypeRequired
- Start DateRequired
- End DateRequired
- TimeRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- EmailRequired
- Job Title
- Company
- Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Name
- Company
- Currency
- Responsible
- Probability
- Contact
- Document Type
- Deal Status
- Sales Status
- Number
- Deal Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Deal IDRequired
- Unit ID
- Billing Type ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- ProjectRequired
- Board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal ID
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case/IncidentTriggers 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 InvoiceTriggers 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 LeadTriggers 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 OpportunityTriggers 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 OrderTriggers 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
Booking DeletedTriggers when Booking is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Budget DeletedTriggers when Budget is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Company UpdateTriggers when Company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal DeletedTriggers when Deal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Expense DeletedTriggers when Expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice UpdateTriggers when Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New BudgetTriggers when new Budget is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ContactNew contact created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ExpenseTriggers when Expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProjectNew project created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project UpdateTriggers when project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task UpdateTriggers when Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- Due Days
- Default Currency
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- First Name
- Last Name
- Email
- Job Title
- Company
- Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CompanyRequired
- CurrencyRequired
- ResponsibleRequired
- ProbabilityRequired
- Contact
- Document Type
- Deal StatusRequired
- Sales Status
- Number
- Deal Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CompanyRequired
- Project ManagerRequired
- WorkflowRequired
- AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ProjectRequired
- Task ListRequired
- Assignee
- Due Date
- Due Time
- Body
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project
- Task List
- Assignee
- Due Date
- Due Time
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task ID
- Title
ActionThis is an event a Zap performs.SearchFind existing data in your app




