Jibble + Microsoft Dynamics 365 CRM
Create projects in Jibble from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales leads with this seamless workflow between Microsoft Dynamics 365 CRM and Jibble. When a new lead is added in Microsoft Dynamics 365 CRM, a project is instantly created in Jibble, allowing your team to efficiently track their time and progress. Enhance your team's productivity by automating the lead-to-project process and focusing on converting those leads into clients.
Effortlessly manage your sales leads with this seamless workflow between Microsoft Dynamics 365 CRM and Jibble. When a new lead is added in Microsoft Dynamics 365 CRM, a project is instantly created in Jibble, allowing your team to efficiently track their time and progress. Enhance your team's productivity by automating the lead-to-project process and focusing on converting those leads into clients.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ProjectCreates a Project.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Clock-In
Triggers when someone clocks-in.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Client
Triggers when a new client is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Manual Time Entry
Triggered when manual time entry is added for member
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Person
Triggers when a new member is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Activity
Triggers when an activity is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPersonRequired
Activity
Project
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Code
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IdRequired
DateRequired
HoursRequired
MinutesRequired
Activity Id
Project Id
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Description
Client
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Archive Activity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Name
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Archive Project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStart DateRequired
End DateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Description
Code
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Schedule
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
AddressRequired
GeoFence radius
GeoFence radius units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
Full NameRequired
Phone Number
Group
Schedule
Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Code
Description
Client
Location
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Clock-Out
Triggers when someone clocks-out.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new member is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew TimeEntry Record
Triggers when someone clocks-in, clocks-out or go on break.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Group
Triggers when a new group is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Location
Triggers when a new location is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGo on Break
Triggers when someone is on break.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Project
Triggers when a project is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPersonRequired
Note for Clock out
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
AddressRequired
GeoFence radius
GeoFence radius units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Phone Number
Group
Schedule
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Member EmailRequired
New Member Full NameRequired
code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Name
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Name
Address
GeoFence radius
GeoFence units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson emailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPeriodRequired
Start DateRequired
Person
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundGroup IdRequired
NameRequired
Schedule
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLocation IdRequired
NameRequired
AddressRequired
GeoFence radius
GeoFence radius units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson IdRequired
Full NameRequired
Email
Phone Number
Group
Schedule
Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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