Microsoft Dynamics 365 CRM + Zoho Desk

Create Zoho Desk contacts for new Microsoft Dynamics 365 CRM leads

Efficiently manage your leads and contacts with this seamless automation between Microsoft Dynamics 365 CRM and Zoho Desk. When a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created in Zoho Desk, ensuring that your customer support team has all the relevant information on hand. Stay organized and enhance your customer interactions with this simple, yet powerful workflow.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact.
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
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- Direction
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- Ticket IDRequired
- FileRequired
- Public
Action
Write
- OrganizationRequired
- Account NameRequired
- Description
- Email
- Website
- Fax
- Phone
- Industry
- Owner ID
- Street
- City
- State
- Country
- Zip Code
- Annual Revenue
Action
Write
- OrganizationRequired
- DepartmentRequired
- ContactRequired
- SubjectRequired
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- Contact
- Subject
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- Ticket NumberRequired
Action
Search
- OrganizationRequired
- EmailRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Search or write

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
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- StatusRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- ContentRequired
- PublicRequired
Action
Write
- OrganizationRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Write
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- From Address (E-Mail)Required
- To Address (E-Mail)Required
- Content TypeRequired
- Reply ContentRequired
- Is Forward
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Select OrganizationRequired
- EmailRequired
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.

Learn more Help

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About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

Learn more Help

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Zoho Desk

Create Zoho Desk contacts for new Microsoft Dynamics 365 CRM leads

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)

New Agent

OrganizationRequired

New Comment

OrganizationRequired

DepartmentRequired

New Message

OrganizationRequired

DepartmentRequired

Direction

New Ticket

OrganizationRequired

DepartmentRequired

Add Attachment

OrganizationRequired

Ticket IDRequired

FileRequired

Public

Create Account

OrganizationRequired

Account NameRequired

Description

Email

Website

Fax

Phone

Industry

Owner ID

Street

City

State

Country

Zip Code

Annual Revenue

Create Ticket

OrganizationRequired

DepartmentRequired

ContactRequired

SubjectRequired

Email

Phone