Microsoft Dynamics 365 CRM + Teamwork CRM
Create new Teamwork CRM contacts from Microsoft Dynamics 365 CRM leads
Effortlessly streamline your lead management process with this automation between Microsoft Dynamics 365 CRM and Teamwork CRM. When a new lead is created in Microsoft Dynamics 365 CRM, a contact will be added in Teamwork CRM, ensuring that your team members can follow up promptly. Keep your CRM contacts up-to-date and never miss an opportunity to engage with potential customers.
Effortlessly streamline your lead management process with this automation between Microsoft Dynamics 365 CRM and Teamwork CRM. When a new lead is created in Microsoft Dynamics 365 CRM, a contact will be added in Teamwork CRM, ensuring that your team members can follow up promptly. Keep your CRM contacts up-to-date and never miss an opportunity to engage with potential customers.
- 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 ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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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 Contact
Triggered when you add a new contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggered when you add a new note.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Email (Main)
Email (Other)
Phone (Main)
Phone (Other)
Address Line 1
Address Line 2
City
State/County
Zip/Post Code
CountryRequired
OwnerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
PipelineRequired
StageRequired
Company
Contact
Currency
Custom Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
PipelineRequired
Order Index
ProbabilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
Activity Type
TitleRequired
Description
DealRequired
Date & TimeRequired
Duration
AssigneesRequired
ContactsRequired
Mark as complete?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
First NameRequired
Last NameRequired
Title
Company
Email (Main)
Email (Other)
Phone (Main)
Phone (Other)
Address Line 1
Address Line 2
City
State/County
Zip/Post Code
CountryRequired
OwnerRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
TypeRequired
NoteRequired
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/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 Activity
Triggered when you add a new activity.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when you add a new company.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggered when you add a new deal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when you add a new file.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Type
TitleRequired
Description
DealRequired
Date & TimeRequired
Duration
AssigneesRequired
ContactsRequired
Mark as complete?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Title
Company
Email (Main)
Email (Other)
Phone (Main)
Phone (Other)
Address Line 1
Address Line 2
City
State/County
Zip/Post Code
CountryRequired
OwnerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
OwnerRequired
CurrencyRequired
PriceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Title
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
NameRequired
Website
Email (Main)
Email (Other)
Phone (Main)
Phone (Other)
Address Line 1
Address Line 2
City
State/County
Zip/Post Code
CountryRequired
OwnerRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
TitleRequired
PipelineRequired
StageRequired
Company
Contact
Currency
Custom 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
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