Microsoft Dynamics 365 CRM + ZenDirect

Microsoft Dynamics 365 CRM + ZenDirect integrations

Create new contacts in ZenDirect from new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your sales leads with this Microsoft Dynamics 365 CRM and ZenDirect integration. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will automatically create a new contact in ZenDirect, saving you time and helping you keep your contacts organized for better customer relationship management. Stay on top of your leads and maintain seamless communication with your clients.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create New ContactCreates a new Contact in your ZenDirect Address Book
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and ZenDirect

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and ZenDirect

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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
- Contact ID
- 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 Entity
  Required
- 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
- ZenDirect Projects
  Required
- Ship Method
  Required
- ZenDirect Gifts
- Scheduled Date
- ZenDirect Contact ID
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Recipient Title
- Recipient Street
- Recipient Street 2
- Recipient City
- Recipient State
- Recipient Postal Code
- Recipient Country
- Recipient Email
- Recipient Mobile Phone
- Sender First Name
- Sender Last Name
- Sender Company
- Sender Title
- Sender Street
- Sender Street2
- Sender City
- Sender State
- Sender PostalCode
- Sender Country
- Custom Variable 1
- Custom Variable 2
- Custom Variable 3
- Custom Variable 4
- Custom Variable 5
- Custom Variable 6
- Custom Variable 7
- Custom Variable 8
- Custom Variable 9
- Custom Variable 10
- Message
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Action
Search
- Campaign_name
  Required
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)
Action
Search
- 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
- 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
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- First Name
  Required
- Last Name
  Required
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
  Required
- Company
- Title
- Street 2
- Email
- Mobile Phone
- Birthdate
- Spouse Name
- Spouse Birthdate
- Anniversary
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Message
- Contact Group
Action
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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Build better relationships with your clients, employees and prospects. Our service lets you easily personalize, print and send "handwritten" cards, physical mailers and gifts.

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