Microsoft Dynamics 365 CRM + Moskit
Create new Moskit deals from Microsoft Dynamics 365 CRM leads
Effortlessly manage your sales process by connecting Microsoft Dynamics 365 CRM and Moskit. With this workflow, whenever a new lead is generated in Microsoft Dynamics 365 CRM, a deal will be created in Moskit. This integration helps streamline your lead management, allowing you to focus on converting leads into customers and driving business growth.
Effortlessly manage your sales process by connecting Microsoft Dynamics 365 CRM and Moskit. With this workflow, whenever a new lead is generated in Microsoft Dynamics 365 CRM, a deal will be created in Moskit. This integration helps streamline your lead management, allowing you to focus on converting leads into customers and driving business growth.
- 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 DealCreate a new Deal.
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 Created
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Responsible Changed
Triggers when activity responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company Created
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a new company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Responsible Changed
Triggers when contact responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Created
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Reopened
Triggers when a deal status is open.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Changed
Triggers when a deal stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Won
Triggers when a deal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Created
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Step Changed
Triggers when the step project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Complete Activity
Done activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Activity
Update a activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Company Note
Add note in Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Contact Note
Add note in Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Action to update a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lose Deal
Lost Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Deal Responsible
Change responsible of deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Create a new Product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Project
Create a new Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Project Responsible
Change responsible of Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unarchive Project
Unarchive a Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Name
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Sku
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Name
ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName
ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName
ID
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 foundActivity Completion Attemp
Triggers when activity is try.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Completed
Triggers when a new activity is done.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Updated
Triggers when a new activity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Responsible Changed
Triggers when company responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Created
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a new contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Lost
Triggers when a deal is lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Responsible Changed
Triggers when a deal responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Archived
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Responsible Changed
Triggers when the responsible project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Unarchived
Triggers when a project is unarchived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Activity
Create new Activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Activity Responsible
Change responsible of activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a new company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Company Responsible
Change responsible of Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Contact Responsible
Change the responsible of Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Create a new Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Deal Note
Create note in deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Deal Stage
Change stage of the Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Won Deal
Won Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Product to Deal
Links a new product to a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Archive Project
Archive a Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Project Note
Add note in Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Change Project Step
Change step of project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Project
Update a project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Name
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail
Name
ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundID
Name
Sku
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
About Microsoft Dynamics 365 CRM
Related categories
About Moskit
Related categories
Related Zap Templates
- Create Moskit contacts from new Microsoft Dynamics 365 CRM leads
- Update Moskit contacts when Microsoft Dynamics 365 CRM contacts are modified
- Create contacts in Moskit from new contacts in Microsoft Dynamics 365 CRM
- Create activities in Moskit for new leads in Microsoft Dynamics 365 CRM
- Create new Moskit activities for every new Microsoft Dynamics 365 CRM contact