Add new Microsoft Dynamics Leads to Spiro as Opportunities
Whether you're using both apps in tandem or migrating from Dynamics into Spiro, set up this automation and you won't have to worry about missing leads or entering them manually. It will trigger with each new lead you add into Dynamics, it automatically adds a new opportunity, contact and company information into Spiro
- When this happens...

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

Create Opportunity (Contact)Creates new opportunity from a contact.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Spiro
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Spiro
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 CompanyTriggers when new company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ContactTriggers when new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New TicketTriggers when new ticket created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Spiro Users
- Opportunity Attributes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Field Name
- Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Entity NameRequired
- Field Name
- Field Value
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Opportunity IDRequired
- Relations to Clone
- Name
- Sales Stage
- Amount
- Close Date
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Email
- Phone
- Mobile Phone
- Description
- Spiro Company ID
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Spiro User
- SubjectRequired
- Contact ID
- Ticket ID
- EmailRequired
- TypeRequired
- Custom Activity Type
- Disposition
- Interaction Date
- Description
- Users to Mention
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Email
- Company Name
- Company Address
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Region
- Website
- Description
- Opportunity Name
- Amount
- Phone
- Mobile Phone
- Title
- Sales Stage Name
- Close Date
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- EmailRequired
- Contact Id
- Spiro User
- Remind Me
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- Opportunity IdRequired
- Spiro User
- Remind Me
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ticket IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource TypeRequired
- Resource IdRequired
- FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Full Name
- Email
- Phone
- Mobile Phone
- Title
- Description
- Owner
- Campaigns
- External Id
- Company Id
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Opportunity Name
- Sales Stage
- Amount
- Close Date
- Description
- Priority
- Spiro User
- External Id
- Company ID
- Forecast Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Reminder
- Reminder Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Entity (Section)Required
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- First Name
- Last Name
- Title
- Phone
- Country
- Currency
- Email Client
- Role
- Manager
- Group
- Is Admin?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom ListRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
- Company NameRequired
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- 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- Field to Search ByRequired
- Search ValueRequired
- Company NameRequired
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
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- Spiro Users
- Sales Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Field Name
- Field Value
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when new user created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Field Name
- Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Custom EntityRequired
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.- Company NameRequired
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- Company IdRequired
- Spiro User
- Remind Me
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Support DeskRequired
- Spiro User
- SubjectRequired
- EmailRequired
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Message
- Link
- Spiro User. Leave it blank to send the message to your account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Company Name
- Website
- Address
- City
- State
- Zipcode
- Region
- Country
- Phone
- Description
- Owner
- External Id
- Timezone
- Customer Status
- Tier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Header Notes
- Footer Notes
- Expiration Date
- Quote Status
- Link To Document
- Most Recent Quote Date
- Spiro User
- Company ID
- Primary Contact ID
- Opportunity ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Order Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Description
- Priority
- Status
- Spiro User
- Contact ID
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Sales Stage
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact ID
- Contact Email
- Interaction type
- Number of interactions
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom ListRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
- Full NameRequired
- Email
- Phone
- Mobile Phone
- Description
- Spiro Company ID
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
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- Field to Search ByRequired
- Search ValueRequired
- Support DeskRequired
- Spiro User
- SubjectRequired
- EmailRequired
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
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




