Microsoft Dynamics 365 CRM + Microsoft SharePoint
Create new leads in Microsoft Dynamics 365 CRM for every new list item in Microsoft SharePoint
When a new list item is added in Microsoft SharePoint, this workflow will take that information and effortlessly create a lead within Microsoft Dynamics 365 CRM. This automation not only streamlines your data transfer process between these two Microsoft tools but also saves you valuable time and reduces the risk of data entry errors. Enhance your business productivity by optimizing your lead management process with this efficient workflow.
When a new list item is added in Microsoft SharePoint, this workflow will take that information and effortlessly create a lead within Microsoft Dynamics 365 CRM. This automation not only streamlines your data transfer process between these two Microsoft tools but also saves you valuable time and reduces the risk of data entry errors. Enhance your business productivity by optimizing your lead management process with this efficient workflow.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a new lead.
ActionWriteCreate a new record or update an existing record in your app.
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Site
Document Library
Folder
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Browse to Folder
File or FolderRequired
RecipientsRequired
Permission LevelRequired
Message
Require Sign In
Send Email Invitation
Expiration Date
Retain Inherited Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Folder
File nameRequired
Text contentRequired
If file name exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
Site
ListRequired
List Item IDRequired
ETag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
SiteRequired
Document LibraryRequired
Folder
FileRequired
Export formatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Browse to Folder
File to ReplaceRequired
FileRequired
New Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
Document Library
Folder
FileRequired
File name
If file name exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
Site
Document Library
Search For
Match By
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
Site
Document Library
File or Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSiteRequired
Document LibraryRequired
File or FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSiteRequired
Page IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 found
Info
Source SiteRequired
Source Document LibraryRequired
File or Folder IDRequired
Destination SiteRequired
Destination Document LibraryRequired
Destination Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
List NameRequired
Description
List Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
TitleRequired
URL Name
Description
Page Layout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Browse to Folder
File or Folder to ShareRequired
Permission
Who Can Access
Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
SiteRequired
Document LibraryRequired
Folder
File or Folder IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
SiteRequired
PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
SiteRequired
Document LibraryRequired
ItemRequired
Folder
New name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
Document LibraryRequired
Browse to Folder
File or FolderRequired
Email Address
Permission ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
ListRequired
List Item IDRequired
ETag
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.SiteRequired
ListRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Monitor URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
SiteRequired
Document LibraryRequired
FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSiteRequired
ListRequired
List Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSite
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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 found
About Microsoft Dynamics 365 CRM
Related categories
About Microsoft SharePoint
Related categories
Related Zap Templates
- Create api requests in Microsoft SharePoint for new leads in Microsoft Dynamics 365 CRM
- Create and publish sharepoint pages for new Microsoft Dynamics 365 CRM leads
- Create sharepoint list items for new opportunities in Microsoft Dynamics 365 CRM
- Create new folders in Microsoft SharePoint for every new account in Microsoft Dynamics 365 CRM