Microsoft Dynamics 365 CRM + Rex
Microsoft Dynamics 365 CRM + Rex
Microsoft Dynamics 365 CRM + Rex integrations
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.
- When this happens...
New LeadTriggers when a new lead is created.TriggerPolling - automatically do this!
Create LeadCreates a LeadActionWrite
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Microsoft Dynamics 365 CRM and Rex
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Rex
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- 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
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 app- Your 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 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- 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
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 app- Your Rex Agency AccountRequired
- Search type
- Search value
ActionThis is an event a Zap performs.SearchFind existing data in your app
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Similar apps
Pipedrive
CRM (Customer Relationship Management)
Insightly
CRM (Customer Relationship Management)
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier