Microsoft Dynamics 365 CRM + Zapier Tables

Update leads in Microsoft Dynamics 365 CRM when new records appear in Zapier Tables

Enhance your customer relationship management with this efficient workflow. As soon as new information is added to Zapier Tables, it triggers an update in an existing lead in your Microsoft Dynamics 365 CRM. Skip the manual data input and maintain up-to-date and accurate lead information. Streamline your CRM management and boost its effectiveness with this reliable process.

When this happens...
New Record
Triggers when a new record is added to a table.
TriggerInstant
automatically do this!
Update Lead
Updates a lead.
ActionWrite

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Supported triggers and actions

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write

- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or write
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice 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
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- 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
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- 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
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

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

Similar apps

Microsoft Dynamics 365 CRM + Zapier Tables

Update leads in Microsoft Dynamics 365 CRM when new records appear in Zapier Tables

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Record

Find Table

Find or Create record

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record

Increment Value

Change Button State

Find Records (Output as Line Items)

Get Summary Formula Values

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Zapier Tables