When this happens...
SpotioNew or Updated Pin
Then do this...
Microsoft Dynamics CRMCreate Lead

Keep track of your door-to-door sales by adding interested prospects into your CRM as leads. Use this Zap to automatically create leads in Microsoft Dynamics whenever Spotio pins are created or updated. Then you will have all their relevant contact information in your CRM, ready to go when you decide to reach back out to those leads!

How this Spotio-Microsoft integration works

  1. A new pin is created or updated in Spotio
  2. Zapier creates a lead in Microsoft Dynamics

Apps involved

  • Spotio
  • Microsoft Dynamics
Microsoft Dynamics CRM is a Premium integration on Zapier.

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When this happens...
then do this!
Microsoft Dynamics CRM
New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Create Contact

Creates a new contact.

Microsoft Dynamics CRM
New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Create Lead

Creates a new lead.

Microsoft Dynamics CRM
New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

Create Pin

Creates pin in Spotio

New or Updated Pin

Triggers when a pin is created, updated, or both.

Update Pin Status

Updates pin status in Spotio

Microsoft Dynamics CRM
New Account

Triggered when a new account is created within your Dynamics CRM instance.

Microsoft Dynamics CRM
Update Lead

Updates any fields with data on the specified lead.

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Dynamics CRM is a leading customer resource management and enterprise resource planning software.

Door to door sales tracking that's fast and easy to use, with maps and reports that keep you in the know. Available for iOS, Android, and mobile web, Spotio lets you keep track of the progress of your sales force on the ground.