Canibuild AI engine allows home, pool, granny flat & other builders to instantly check site feasibility, site costs, generate site plans & produce quotes with just a click.

canibuild

Note: If you choose fields that are dropdowns or lookups, the zap may not always trigger as expected. This is because the values for these fields are used when creating a [deduplication table](https://help.zapier.com/hc/en-us/articles/8496260269965-Data-deduplication-in-Zaps). When the zap sees these values, it triggers. However, if a field that previously triggered the zap is used again, the zap will recognize this from the deduplication table and may trigger the zap again.

Note: The Zap Editor does not currently support Lookup fields during search

If you aren’t seeing the fields you need to search with, make sure they are enabled in your CRM. To enable fields, you can follow this [guide](https://www.youtube.com/watch?v=8HQH5ZM0SRI) or google [search](https://www.google.com/search?q=dynamics+making+fields+searchable&sourceid=chrome&ie=UTF-8) 

If set, the Email field will be the only field used to search for the contact. Defaults to "false" if left blank.

Filter contacts by their associated company name

If set, the Email field will be the only field used to search for the custom entity. Defaults to "false" if left blank.

Enter the entire name of the campaign you want to find. This search will not work if you enter only part of the campaign's name. This search is not case-sensitive.

The state of the find campaign response. This can be Open, Closed or Canceled. By default, all types of leads are returned.

Filter opportunities by the related contact ID. This will return all open opportunities linked to the specified contact.

Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.

The user that the account is assigned to. By default, the lead will be assigned to the user that is authenticated in the Zap.

The user that the contact is assigned to. By default, the lead will be assigned to the user that is authenticated in the Zap.

The user that the lead is assigned to. By default, the lead will be assigned to the user that is authenticated in the Zap.

The user that the opportunity is assigned to. By default, the opportunity will be assigned to the user that is authenticated in the Zap.

The user that the order is assigned to. By default, the order will be assigned to the user that is authenticated in the Zap.

The user that the campaign is assigned to. By default, the lead will be assigned to the user that is authenticated in the Zap.

You can assign a owner to be the owner of this campaign response. By default, the campaign response will be assigned to the user that is authenticated in the Zap.

The user that the case/incident is assigned to. By default, the case will be assigned to the user that is authenticated in the Zap.

You can assign a user to be the owner of this campaign response.

Select “Yes” to [stop this Zap step](https://help.zapier.com/hc/en-us/articles/20505304170637-Review-Zap-run-statuses#h_01HD20969HPZ01ENM30NQR79X5) if the app returns an error and enable automatic authentication refresh. Select “No” to run the Zap step regardless of errors. Learn more about [API Request action error handling](https://help.zapier.com/hc/en-us/articles/12899473501453#h_01JKRBY68EDXBB1V817DSTRZ0N).

Requests can only be made to domains associated by this application. Read more about [API Request Setup](https://help.zapier.com/hc/en-us/articles/12899607716493).

Any parameters added to a URL will be URL-encoded and appended to the request URL to pass additional data to the API request.

These headers and values will be applied to the request in addition to any headers created as part of authentication. Authentication headers are added automatically.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Revolutionize your CRM with Microsoft Dynamics 365. Dive deeper into analytics, improve customer relations, and automate your day-to-day tasks with this powerful Zapier integration.

Microsoft Dynamics 365 CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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This Zapier template will find or create a Microsoft Dynamics 365 CRM lead when there is a new login or widget registration in canibuild.

canibuild + Microsoft Dynamics 365 CRM

Find or create Microsoft Dynamics 365 CRM leads from new logins or registrations in canibuild

Supported triggers and actions

Created Flyer

Lookup Address

Login or Register Widget Account

Select Design

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