Microsoft Dynamics 365 CRM + Shift4Shop
Create Shift4Shop customers from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and customer data with this Microsoft Dynamics 365 CRM and Shift4Shop integration. When a new lead is added in Microsoft Dynamics CRM, this workflow will create a customer in Shift4Shop, saving you time and streamlining your lead management process. Stay organized while ensuring that your customer base is always up-to-date.
Effortlessly manage your leads and customer data with this Microsoft Dynamics 365 CRM and Shift4Shop integration. When a new lead is added in Microsoft Dynamics CRM, this workflow will create a customer in Shift4Shop, saving you time and streamlining your lead management process. Stay organized while ensuring that your customer base is always up-to-date.
- 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 CustomerCreates a new customer.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
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
New Order
Triggers when a new order is placed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Changed
Triggers when a product changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product New
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CustomerId
BillingFirstName
BillingLastName
BillingCompany
BillingAddress
BillingAddress2
BillingCity
BillingState
BillingZipCode
BillingCountry
BillingPhoneNumber
BillingEmail
ShipmentFirstName
ShipmentLastName
ShipmentCompany
ShipmentAddress
ShipmentAddress2
ShipmentCity
ShipmentState
ShipmentZipCode
ShipmentCountry
ShipmentPhone
ShipmentEmail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
PasswordRequired
BillingCompany
BillingFirstName
BillingLastName
BillingAddress1
BillingAddress2
BillingCity
BillingState
BillingZipCode
BillingCountry
BillingPhoneNumber
BillingTaxID
ShippingCompany
ShippingFirstName
ShippingLastName
ShippingAddress1
ShippingAddress2
ShippingCity
ShippingState
ShippingZipCode
ShippingCountry
ShippingPhoneNumber
ShippingAddressType
CustomerGroupID
Enabled
MailList
NonTaxable
DisableBillingSameAsShipping
Comments
AdditionalField1
AdditionalField2
AdditionalField3
TotalStoreCredit
ResetPassword
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sku
NameRequired
Cost
PriceRequired
RetailPrice
SalePrice
OnSale
Stock
Mfgid
ShortDescription
Gtin
NonTaxable
NotForSale
Hide
GiftCertificate
HomeSpecial
CategorySpecial
NonSearchable
ShipCost
Weight
Height
Width
Depth
SelfShip
FreeShipping
RewardPoints
RedeemPoints
DisableRewards
StockAlert
ReorderQuantity
InStockMessage
OutOfStockMessage
BackOrderMessage
InventoryControl
Description
Keywords
ExtraField1
ExtraField2
ExtraField3
ExtraField4
ExtraField5
ExtraField6
ExtraField7
ExtraField8
ExtraField9
ExtraField10
ExtraField11
ExtraField12
ExtraField13
FeatureTitle
FeatureDescription
MainImageFile
MainImageCaption
ThumbnailFile
AdditionalImageFile2
AdditionalImageCaption2
AdditionalImageFile3
AdditionalImageCaption3
AdditionalImageFile4
AdditionalImageCaption4
ImageGalleryFile
ImageGalleryCaption
ImageGallerySorting
CanonicalUrl
PriceLevel2
PriceLevel2Hide
PriceLevel3
PriceLevel3Hide
PriceLevel4
PriceLevel4Hide
PriceLevel5
PriceLevel5Hide
PriceLevel6
PriceLevel6Hide
PriceLevel7
PriceLevel7Hide
PriceLevel8
PriceLevel8Hide
PriceLevel9
PriceLevel9Hide
PriceLevel10
PriceLevel10Hide
Title
CustomFileName
MetaTags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderID
OrderStatusID
InternalComments
CustomerID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First Name
Last Name
Country
State
City
Phone
ActionThis is an event a Zap performs.SearchFind existing data in your appSku
Name
Cost
Price
Stock
Hide
Free Shipping
On Sale
Non Tax
Not for Sale
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 foundNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Status Change
Triggers when the status of an order is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Stock Changed
Triggers when a product stock changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrderKeyRequired
ItemQuantity
CatalogIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BypassOrderProcessing
BypassOrderEmail
InvoiceNumberPrefix
InvoiceNumber
CustomerID
OrderDate
OrderStatusID
AlternateOrderID
BillingFirstNameRequired
BillingLastNameRequired
BillingCompany
BillingAddressRequired
BillingAddress2
BillingCityRequired
BillingState
BillingZipCode
BillingCountryRequired
BillingPhoneNumberRequired
BillingEmail
BillingOnLinePayment
BillingPaymentMethodID
ShipmentOrderStatus
ShipmentAddressRequired
ShipmentAddress2
ShipmentCityRequired
ShipmentCompany
ShipmentCountryRequired
ShipmentEmail
ShipmentFirstNameRequired
ShipmentLastNameRequired
ShipmentMethodName
ShipmentShippedDate
ShipmentPhoneRequired
ShipmentStateRequired
ShipmentZipCodeRequired
ShipmentTax
ShipmentTrackingCode
ShipmentNumberRequired
CatalogIDRequired
ItemID
ItemShipmentID
ItemQuantity
ItemDescription
ItemUnitPrice
ItemWeight
ItemOptionPrice
ItemUnitCost
ItemUnitStock
OrderDiscount
SalesTax
OrderAmount
TransactionID
TransactionDateTime
TransactionType
TransactionMethod
TransactionAmount
TransactionApproval
TransactionReference
TransactionCVV2
TransactionAVS
TransactionResponseText
TransactionResponseCode
TransactionCaptured
Referer
Ip
CustomerComments
InternalComments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sku
NameRequired
Cost
PriceRequired
RetailPrice
SalePrice
OnSale
Stock
ShortDescription
Gtin
Weight
Height
Width
Depth
Description
Keywords
MainImageFile
MainImageCaption
ThumbnailFile
AdditionalImageFile2
AdditionalImageCaption2
AdditionalImageFile3
AdditionalImageCaption3
AdditionalImageFile4
AdditionalImageCaption4
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderKeyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoicePrefix
InvoiceNumber
OrderStatus
BillingEmail
DateStart
DateEnd
LastUpdateStart
LastUpdateEnd
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Dynamics 365 CRM
Related categories
