Microsoft Dynamics 365 CRM + Zoho Inventory

Microsoft Dynamics 365 CRM + Zoho Inventory integrations

Create Zoho Inventory contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads with this seamless automation between Microsoft Dynamics 365 CRM and Zoho Inventory. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow creates a contact in Zoho Inventory, ensuring you stay organized and up-to-date with every potential customer. Save time and improve efficiency by connecting your sales and inventory systems.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Zoho Inventory

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

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
- Organization
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
- Customer Name
  Required
- Contact Email
  Required
- Invoice Number
- Order Number
- Invoice Date
- Due Date
- Payment Terms
- Tax Type
- Discount Type
- Item Name
  Required
- Quantity
  Required
- Rate
  Required
- Description
- Tax Rate
- Discount
- Entity Discount
- Shipping Charge
- Customer Notes
- Terms and Conditions
Action
Write
- Organization
- Customer Name
  Required
- Contact Email
  Required
- Sales order Number
- Reference Number
- Sales order Date
- Delivery Method
- Expected Shipment Date
- Payment terms
- Tax Type
- Discount Type
- Item Name
  Required
- Quantity
  Required
- Rate
  Required
- Description
- Tax Rate
- Discount
- warehouse
- Entity Discount
- Shipping Charges
- Order Status
  Required
- Customer Notes
- Terms and Conditions
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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Contact Name
  Required
- Company Name
- Contact Type
- Salutation
- First Name
- Last Name
- Mobile
- Phone
- Email
- Website
- Billing Attention
- Billing Address Street 1
- Billing Address Street 2
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Billing Fax
- Billing Phone
- Shipping Attention
- Shipping Address Street 1
- Shipping Address Street 2
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Shipping Fax
- Shipping Phone
- Notes
Action
Write
- Organization
  Required
- Item Name
  Required
- Sku
  Required
- Unit
  Required
- Item Type
- Product Type
- Rate
  Required
- Purchase Rate
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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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About Zoho Inventory

Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.

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Related Zap Templates

Update Zoho Inventory contacts when Microsoft Dynamics 365 CRM contacts are updated

Related Zap Templates

Update Zoho Inventory contacts when Microsoft Dynamics 365 CRM contacts are updated