Connect Scan2Lead and Microsoft Dynamics 365 CRM to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Scan2Lead with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "All New and Changed Leads" from Scan2Lead.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Scan2Lead and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- All New and Changed Leads
Retrieves new and changed Leads. Since last call.
Try ItTriggerPolling - New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
Try ItTriggerInstant - New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling
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