HirePOS + Microsoft Dynamics 365 CRM

Create HirePOS customers from new Microsoft Dynamics 365 CRM leads

Streamline your sales process with this seamless integration between Microsoft Dynamics 365 CRM and HirePOS. When a new lead is generated in Dynamics 365 CRM, this workflow instantly creates a customer in HirePOS with the necessary details. As a result, you can ensure no lead falls through the cracks, and your team can manage and follow up with customers more efficiently.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Customer
Create a new Customer in HirePOS
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
New Quote
Triggers when a Quote record in HirePOS is created.
Trigger
Instant
Try It
New or Updated Invoice
Triggers when a Sales record (Quote/Booking/Invoice) in HirePOS is created or updated.
Trigger
Instant
Try It
- Company
- First Name
- Last Name
- Code
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Referral Source
- Notes
Action
Write
- Booking DateRequired
- Booked From
- Booked To
- Event Date
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Delivery Address Line 1
- Delivery Address Line 2
- Delivery City
- Delivery State
- Branch Code
- Reference
- Invoice Category Name
- Message
- Comments
- CodeRequired
- Quantity
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
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
Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
Trigger
Instant
Try It
New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Trigger
Instant
Try It
New or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Trigger
Instant
Try It
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Notes
Action
Write
- StatusRequired
- ProviderRequired
- ReferenceRequired
Action
Write

About HirePOS

HirePOS® is a modern web application that assists with all aspects of hire rental businesses from start to finish.

Related categories

Accounting

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 new HirePOS leads from Microsoft Dynamics 365 CRM contacts

Related Zap Templates

Create new HirePOS leads from Microsoft Dynamics 365 CRM contacts

HirePOS + Microsoft Dynamics 365 CRM

Create HirePOS customers from new 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

New Quote

New or Updated Invoice

Create Customer

Create Website Booking

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

Deleted Item

New or Updated Customer

New or Updated Item

Create Lead

Update Delivery/Pickup Status

About HirePOS

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

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Related Zap Templates

Related Zap Templates