Microsoft Dynamics 365 CRM + Shift4Shop

Microsoft Dynamics 365 CRM + Shift4Shop integrations

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.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Shift4Shop

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Shift4Shop

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Order
Triggers when a new order is placed.
Trigger
Instant
Try It
Product Changed
Triggers when a product changed.
Trigger
Instant
Try It
Product New
Triggers when a new product is created.
Trigger
Instant
Try It
- CustomerId
- BillingFirstName
- BillingLastName
- BillingCompany
- BillingAddress
- BillingAddress2
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- BillingPhoneNumber
- BillingEmail
- ShipmentFirstName
- ShipmentLastName
- ShipmentCompany
- ShipmentAddress
- ShipmentAddress2
- ShipmentCity
- ShipmentState
- ShipmentZipCode
- ShipmentCountry
- ShipmentPhone
- ShipmentEmail
Action
Write
- Email
  Required
- Password
  Required
- 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
Action
Write
- Sku
- Name
  Required
- Cost
- Price
  Required
- 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
Action
Write
- OrderID
- OrderStatusID
- InternalComments
- CustomerID
Action
Write
- Email
- First Name
- Last Name
- Country
- State
- City
- Phone
Action
Search
- Sku
- Name
- Cost
- Price
- Stock
- Hide
- Free Shipping
- On Sale
- Non Tax
- Not for Sale
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Order Status Change
Triggers when the status of an order is changed.
Trigger
Instant
Try It
Product Deleted
Triggers when a product is deleted.
Trigger
Instant
Try It
Product Stock Changed
Triggers when a product stock changed.
Trigger
Instant
Try It
- OrderKey
  Required
- ItemQuantity
- CatalogID
  Required
Action
Write
- BypassOrderProcessing
- BypassOrderEmail
- InvoiceNumberPrefix
- InvoiceNumber
- CustomerID
- OrderDate
- OrderStatusID
- AlternateOrderID
- BillingFirstName
  Required
- BillingLastName
  Required
- BillingCompany
- BillingAddress
  Required
- BillingAddress2
- BillingCity
  Required
- BillingState
- BillingZipCode
- BillingCountry
  Required
- BillingPhoneNumber
  Required
- BillingEmail
- BillingOnLinePayment
- BillingPaymentMethodID
- ShipmentOrderStatus
- ShipmentAddress
  Required
- ShipmentAddress2
- ShipmentCity
  Required
- ShipmentCompany
- ShipmentCountry
  Required
- ShipmentEmail
- ShipmentFirstName
  Required
- ShipmentLastName
  Required
- ShipmentMethodName
- ShipmentShippedDate
- ShipmentPhone
  Required
- ShipmentState
  Required
- ShipmentZipCode
  Required
- ShipmentTax
- ShipmentTrackingCode
- ShipmentNumber
  Required
- CatalogID
  Required
- 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
Action
Write
- Sku
- Name
  Required
- Cost
- Price
  Required
- RetailPrice
- SalePrice
- OnSale
- Stock
- ShortDescription
- Gtin
- Weight
- Height
- Width
- Depth
- Description
- Keywords
- MainImageFile
- MainImageCaption
- ThumbnailFile
- AdditionalImageFile2
- AdditionalImageCaption2
- AdditionalImageFile3
- AdditionalImageCaption3
- AdditionalImageFile4
- AdditionalImageCaption4
- Title
Action
Write
- OrderKey
  Required
Action
Search
- InvoicePrefix
- InvoiceNumber
- OrderStatus
- BillingEmail
- DateStart
- DateEnd
- LastUpdateStart
- LastUpdateEnd
Action
Search

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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About Shift4Shop

Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

Related Zap Templates

Create Shift4Shop customers from new Microsoft Dynamics 365 CRM contacts

Related Zap Templates

Create Shift4Shop customers from new Microsoft Dynamics 365 CRM contacts