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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.

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.

  1. When this happens...
    Zapier TablesZapier Tables
    New Record

    Triggers when a new record is added to a table.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    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

    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
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About Zapier Tables

Zapier Tables is a no-code database built for automation.

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