DropFunnels + Microsoft Dynamics 365 CRM

Create new DropFunnels leads from Microsoft Dynamics 365 CRM leads

Easily manage your leads between Microsoft Dynamics 365 CRM and DropFunnels with this efficient workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, it will create a corresponding lead in DropFunnels. Stay on top of your sales process by ensuring a smooth transfer of lead information, streamlining your marketing efforts and saving you valuable time.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Lead
Triggers when a new lead is added.
ActionWrite

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Supported triggers and actions

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 EntityRequired
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 typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
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 EntityRequired
- 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 EntityRequired
- 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
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- QuizRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
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 EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 NameRequired
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
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- Appointment Types
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- Appointment Types
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- Funnel
- Funnel Page
- Pipeline
- Pipeline Stage
- NameRequired
- Email
- Phone NumberRequired
- External Source
- Lead Source
- Tags
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
Action
Write
- SiteRequired
- Email
- Phone Number
- Move Lead From PipelineRequired
- Move Lead to PipelineRequired
- Move Lead to Pipeline StageRequired
Action
Write

About DropFunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

Related categories

Website Builders

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

Similar apps

Related Zap Templates

Create DropFunnels members for new Microsoft Dynamics 365 CRM contacts

Related Zap Templates

Create DropFunnels members for new Microsoft Dynamics 365 CRM contacts

DropFunnels + Microsoft Dynamics 365 CRM

Create new DropFunnels leads from Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Course Member Deleted

New Order Created - All Products (Individual Events)

New Subscription Order Created on All Products

New Quiz Result

Course Lesson Completed

Course Unit Completed

New Order Created - Main Product Only

New Order Created - Upsell/Downsell Only

Delete Member

Create Member

Update Course Member

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Course Member Deactivated

New Course Member Added

New Order Created - All Products (Single Event)

Appointment Cancelled

Course Completed

Course Module Completed

New Lead

Appointment Created

Deactivate Member

Create Lead

Move Lead in Pipeline

About DropFunnels

Related categories

Similar apps