Microsoft Dynamics 365 CRM + Stacker

Create new Stacker records for every new lead in Microsoft Dynamics 365 CRM

Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and Stacker. When a new lead is added in Dynamics 365 CRM, a new record will be created in Stacker. This integration streamlines your lead management process, ensuring that your sales team can efficiently track and prioritize leads without any manual data entry.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create New Record
Creates a new Record
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- AppRequired
- TableRequired
- ActionRequired
Trigger
Instant
Try It
- AppRequired
- TableRequired
Trigger
Instant
Try It
- AppRequired
- TableRequired
Action
Write
- AppRequired
- TableRequired
- Field
- ValueRequired
Action
Search

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- AppRequired
- TableRequired
Trigger
Instant
Try It
- AppRequired
- TableRequired
Trigger
Instant
Try It
- AppRequired
- TableRequired
- Record IDRequired
Action
Write

About Microsoft Dynamics 365 CRM

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

Learn more Help

Related categories

Similar apps

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CRM (Customer Relationship Management)

Insightly

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Stacker

Stacker gives you the simplicity of a spreadsheet but the power of a development team.

Learn more Help

Related categories

App Builder

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Stacker

Create new Stacker records for every new lead in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Action Button Clicked

AppRequired

TableRequired

ActionRequired

Record Deleted

AppRequired

TableRequired

Create New Record

AppRequired

TableRequired

Search Record

AppRequired

TableRequired

Field

ValueRequired

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Invoice

Info

Owner

Update Account