Create new Salesmate contacts from Microsoft Dynamics 365 CRM leads
Effortlessly streamline your sales process by connecting Microsoft Dynamics 365 CRM to Salesmate. With this workflow, each time a new lead is added to Dynamics 365, a corresponding contact will be created in Salesmate. This seamless integration saves you valuable time and ensures that your sales team has up-to-date information across both platforms.
- When this happens...

New LeadTriggers when a new lead is created.TriggerPolling - automatically do this!

Create ContactCreates a new Contact, probably with input from previous steps.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Salesmate
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Salesmate
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
New De-Activated UserTriggers when a user is de-activated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Activity NoteTriggers when a new activity note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Company NoteTriggers when a new company note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Contact NoteTriggers when a new contact note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Deal NoteTriggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Update CompanyTriggers when a new company update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update DealTriggers when a new deal update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Add New UserCreated new User, probably with input from previous step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create CompanyCreates a new Company, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Random UserSelect a random user from active user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Company IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Search for Total Rows in ActivitySearches Total Rows in Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search for Total Rows in ContactsSearches Total Rows in Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your app- Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search CompanyFinds a company based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search DealFinds a deal based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search or Create ActivitySearch or create Activity , if activity does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search or Create ContactSearch or create Contact , if contact does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Teammates
- Participants
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
Find or create a contactx
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- Select ModuleRequired
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/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
New UserTriggers when a new user created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CompanyTriggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ContactTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DealTriggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update ActivityTriggers when a new activity update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update ContactTriggers when a new contact update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Module NameRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create ContactCreates a new Contact, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Deal IdRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Enter the Record IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Search for Total Rows in CompanySearches Total Rows in Company
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search for Total Rows in DealSearches Total Rows in Deal
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search ActivityFinds an activity based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search ContactFinds a contact based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app- Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search or Create CompanySearch or create Company, if does not exist. Optionally, create one if none are found.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search or Create DealSearch or Create a deal , if deal does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find or Create a Companyx
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- Teammates
- Participants
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




