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Microsoft Dynamics 365 CRM + Unbiased Pro + Filter by Zapier

Create Microsoft Dynamics 365 CRM leads from new Unbiased Pro enquiries received

The Zap creates new leads in Microsoft Dynamics 365 CRM for new Unbiased Pro enquiries received. The leads will be created when the Enquiry is either Accepted, Rejected, Expires or becomes Unavailable.

The Zap creates new leads in Microsoft Dynamics 365 CRM for new Unbiased Pro enquiries received. The leads will be created when the Enquiry is either Accepted, Rejected, Expires or becomes Unavailable.

  1. When this happens...
    Unbiased ProUnbiased Pro
    Enquiry Status Change

    Triggers when status of an enquiry is changed.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Only continue if...Required

    Action
    Filter
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Unbiased Pro

Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.

Related categories

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories