Microsoft Dynamics 365 CRM + Zendesk Sell
Update Zendesk Sell persons when new leads are added in Microsoft Dynamics 365 CRM
Keep your sales process up-to-date and efficient by connecting Microsoft Dynamics 365 CRM and Zendesk Sell. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, their information will be used to update a person in Zendesk Sell. This automation ensures your contacts are always current, saving you time and reducing manual data entry errors.
Keep your sales process up-to-date and efficient by connecting Microsoft Dynamics 365 CRM and Zendesk Sell. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, their information will be used to update a person in Zendesk Sell. This automation ensures your contacts are always current, saving you time and reducing manual data entry errors.
- 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!
Update PersonUpdates an existing person.
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 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 planCompanyRequired
Name
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
First Name
Last Name
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Name
Primary Contact
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SequenceRequired
Resource IDRequired
Resource TypeRequired
Sequence Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Status
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ContentRequired
Owner
Due Date
Alert
Related to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Name
First Name
Last Name
Email
Phone
Is Company?
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal ID
Deal Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Company Name
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct ID
Product Name
Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appStage ID
Stage Name
Pipeline Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Company Name
Email
NameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeal ID
Deal Name
NameRequired
Primary ContactRequired
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct ID
Product Name
Product SKU
NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
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 Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Lead
Triggers when an existing lead is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last NameRequired
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
Resource TypeRequired
Sequence ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Status
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Related toRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Company Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSequence ID
Sequence Name
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
First Name
Last NameRequired
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead ID
Company Name
First Name
Last Name
Email
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Status
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
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
About Microsoft Dynamics 365 CRM
Related categories
About Zendesk Sell
Related categories
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- Update Zendesk Sell leads when new Microsoft Dynamics 365 CRM contacts are added
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Related Zap Templates
- Create Zendesk Sell companies from new Microsoft Dynamics 365 CRM contacts
- Create tasks in Zendesk Sell for new contacts in Microsoft Dynamics 365 CRM
- Update Zendesk Sell persons when Microsoft Dynamics 365 CRM contacts are updated
- Create people in Zendesk Sell from new leads in Microsoft Dynamics 365 CRM