Microsoft Dynamics 365 CRM + Rex
Create leads in Rex from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads from multiple platforms with this seamless workflow. When a new lead is added to Microsoft Dynamics 365 CRM, this automation will instantly create a lead in the Rex app, ensuring your sales pipeline remains organized and up-to-date. Spend less time on manual data entry and more on engaging with potential clients.
Effortlessly manage your leads from multiple platforms with this seamless workflow. When a new lead is added to Microsoft Dynamics 365 CRM, this automation will instantly create a lead in the Rex app, ensuring your sales pipeline remains organized and up-to-date. Spend less time on manual data entry and more on engaging with potential clients.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a Lead
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 ZapPollingZapier checks for new data every 15 min on the Free planNew 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 planInfo
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 appInfo
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 appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundInfo
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 foundYour Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
TagRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
TagRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to Mailing List
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
TagRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Lead IDRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Match Profile CategoryRequired
Contact IDRequired
Suburbs
Min Price
Max Price
Min Bedrooms
Max Bedrooms
Min Bathrooms
Max Bathrooms
Email Campaign Frequency
SMS Campaign Frequency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TypeRequired
Due dateRequired
RemindeeRequired
PriorityRequired
Contact ID
Listing ID
Property ID
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Record TypeRequired
Record IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TrackRequired
Contact ID
Listing ID
Property ID
Start date
Remindee Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Calendar Event ID
ActionThis is an event a Zap performs.SearchFind existing data in your appYour Rex Agency AccountRequired
Search type
Search value
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 planNew 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 planNew 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 planNew 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 planNew 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 planOwner
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 appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundYour Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to Lead Types
Limit to Lead Assignees
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to Mailing List
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Send From
Contact ID (Recipient)
CC Contact IDs
BCC Contact IDs
Related Listing ID
Related Property ID
Mail merge template
Subject
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TypeRequired
Contact NameRequired
Contact Email
Contact Phone
Listing Address
Listing ID
Property Address
Subject
Assignee Override
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TypeRequired
Contact IDs
Property IDs
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Send From
Contact ID (Recipient)
Related Listing ID
Related Property ID
Mail merge template
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Record TypeRequired
Record IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Associated record typeRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Search type
Search value
ActionThis is an event a Zap performs.SearchFind existing data in your appYour Rex Agency AccountRequired
Search type
Search value
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Dynamics 365 CRM
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