Microsoft Dynamics 365 CRM + Yuccan Lead

Validate leads in Yuccan Lead when new opportunities are updated in Microsoft Dynamics 365 CRM

Save your time whenever you're updating an opportunity in Microsoft Dynamics 365 CRM. Thanks to this Zapier automation, changes will be reflected on the referral submitted in Yuccan Lead, and it will also automatically notify the user who submitted this referral via Yuccan Lead.

When this happens...
Opportunity Updated
Triggers when an opportunity has been updated.
TriggerScheduled
automatically do this!
Validate Lead
Updates a Lead to the next step
ActionWrite

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Supported triggers and actions

What does this mean?

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

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
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Lead Affected
Lead has been affected to another Sales Rep.
Trigger
Instant
Try It
New Ambassador
Triggers when a new Ambassador joined your program.
Trigger
Instant
Try It
- Lead IDRequired
- Sales Rep IDRequired
- Locale
Action
Write
- Company nameRequired
- Postal addressRequired
- Plan unique identifier (ID)Required
- Primary Company unique identifier (ID)
- External unique identifier (ID)
- Locale
Action
Write
- Sales RepRequired
- Customer First NameRequired
- Customer Last NameRequired
- Customer Email AddressRequired
- Customer Phone NumberRequired
- Locale
Action
Write
- Lead IDRequired
- Reward Level Name
- Target stepRequired
- Notification Message
- Bonus payment
- Revenue generated from business
- Estimated payment date
- Validated by Sales Rep
- Invite Lead in Ambassador Program
- Lead Full Name (Depreciated)
- Sales Rep's First Name (Depreciated)
- Sales Rep's Last name (Depreciated)
- Locale
Action
Write
- Only for answers
- Branch unique identifier
- Sales Rep unique identifier
- Invitation source
Action
Search
- Email addressRequired
Action
Search

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
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Invitation Answered
Triggers when an invitation has been answered by an Ambassador.
Trigger
Instant
Try It
Lead Updated
Triggers when a Lead is updated on Yuccan Lead.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Lead IDRequired
- Custom message (optional)
- Lead full name (depreciated)
- Locale
Action
Write
- Branch unique identifierRequired
- First nameRequired
- Last nameRequired
- Email addressRequired
- Job position unique identifier (ID)Required
- PermissionRequired
- Display on mobile app
- Enable monthly performance notification
- Notify by email
- Manager
- External ID
- Locale
Action
Write
- First NameRequired
- Last NameRequired
- Email addressRequired
- RelationshipRequired
- Phone number
- Sales rep ID in charge
- Welcome gift amount
- Welcome gift ways and means
- Locale
Action
Write
- Email address
- Phone number
Action
Search
- Search query
- Search in data (Name of the field)
- Search in data (Value of the field)
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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Related categories

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Zapier Interfaces

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

About Yuccan Lead

Yuccan Lead helps companies to build a custom referral program for their customers so that they can receive referrals from them

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Related categories

Sales & CRM

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Microsoft Dynamics 365 CRM + Yuccan Lead

Validate leads in Yuccan Lead when new opportunities are updated in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

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

Find Campaign Response

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)

Find or Create Opportunity

Info

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

Lead Affected

New Ambassador

Affect Lead to Sales Rep

Lead IDRequired

Sales Rep IDRequired

Locale

Create Company (Partnership Only)

Company nameRequired

Postal addressRequired

Plan unique identifier (ID)Required

Primary Company unique identifier (ID)

External unique identifier (ID)

Locale

New Satisfaction Survey

Sales RepRequired

Customer First NameRequired

Customer Last NameRequired

Customer Email AddressRequired

Customer Phone NumberRequired

Locale

Validate Lead

Lead IDRequired

Reward Level Name

Target stepRequired

Notification Message

Bonus payment

Revenue generated from business

Estimated payment date

Validated by Sales Rep

Invite Lead in Ambassador Program

Lead Full Name (Depreciated)

Sales Rep's First Name (Depreciated)

Sales Rep's Last name (Depreciated)

Locale

Find Invitation

Only for answers

Branch unique identifier

Sales Rep unique identifier

Invitation source

Find Sales Rep