Add new Microsoft Dynamics 365 CRM leads to NationBuilder as persons
Effortlessly manage and engage with new leads from Microsoft Dynamics 365 CRM by connecting it to NationBuilder. This workflow takes care of updating or creating a Person in NationBuilder whenever a new lead is added in the CRM. Stay organized and save time with this seamless automation that ensures your contacts are always up-to-date in both systems.
- When this happens...

New LeadTriggers when a new lead is created.TriggerPolling - automatically do this!

Create/Update PersonCreates a new person or organization in NationBuilder. If the person already exists, it will update the existing person.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and NationBuilder
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and NationBuilder
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ContactTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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
- 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
- Owner
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 app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 found- 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
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- Info
- 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- Info
- 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- Site ID
- Calendar Page
- Include Page Details
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Site ID
- Event ID
- Page ID
- Event Name
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- List IDRequired
- Person IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Awarded AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person ID
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Private DonationRequired
- Payment Type NameRequired
- Send Donor ReceiptRequired
- AmountRequired
- Succeeded At
- Donation Tracking Code ID
- Billing Address 1Required
- Billing Address 2
- Billing CityRequired
- Billing StateRequired
- Billing ZIP CodeRequired
- Billing Country CodeRequired
- Billing Latitude
- Billing Longitude
- Note
- Page ID
- Membership Type ID
- Membership Expiration Date
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Activity Author ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Page IDRequired
- EmailRequired
- Email Opt-in
- First NameRequired
- Last NameRequired
- AttendeeRequired
- Canceled
- Amount in Cents
- Guests Count
- Prepaid
- Private
- Volunteer
- Phone Number
- Mobile Number
- Mobile Opt-in
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership Type IDRequired
- Expires On
- Person IDRequired
- Started AtRequired
- StatusRequired
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Author IDRequired
- Note ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Signup IDRequired
- Existing Tag Name
- New Tag Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership IDRequired
- Membership Type ID
- Expires On
- Started At
- Status
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Trigger Autoresponses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site ID
- Event ID
- Page ID
- Event Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- How to use with Zapier Looping
- Path IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Signup ID
- Tag ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case/IncidentTriggers 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 plan
New InvoiceTriggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New OpportunityTriggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New OrderTriggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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.- 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.- Api_docs_info
- 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 app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 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
- 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- Info
- 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- Info
- 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 found- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Site ID
- Event Page ID
- Include Event Page Details
- Include Signup Details
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Tag Usage Description
- Tag Name
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Person IDRequired
- Path IDRequired
- Current Step ID
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Automation Description
- AutomationRequired
- Campaign URL
- Campaign Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site IDRequired
- Calendar Page ID
- Page NameRequired
- SlugRequired
- StatusRequired
- TitleRequired
- HeadlineRequired
- Excerpt
- Event Description
- Start AtRequired
- End AtRequired
- Time Zone
- Capacity Count
- Venue NameRequired
- Venue Address Line 1
- Venue Address Line 2
- Venue Address Line 3
- Venue City
- Venue State
- Venue ZIP Code
- Venue County
- Venue Country Code
- Contact NameRequired
- Contact EmailRequired
- Contact Phone Number
- Contact Email Private
- Contact Phone Private
- Accept RSVPs
- Additional RSVPs Count
- Allow Guests
- Show Guests
- Gather Volunteers
- Sends Auto Response
- Private Event
- Event Form Address
- Event Form Phone
- Ticket Currency
- Ticket Price (ex. 10)
- Ticket Purchase URL
- Uses Shifts
- Uses Tickets
- Donation Tracking Code ID
- External ID
- Point Person ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Sender IDRequired
- Broadcaster ID
- Contact StatusRequired
- Contact MethodRequired
- Note
- Created At
- Social Capital Amount Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Petition IDRequired
- Person IDRequired
- Recruiter ID
- Is Private
- Comment
- Trigger Autoresponses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- First Name
- Last Name
- TypeRequired
- Phone Number
- Mobile Number
- Email Opt-In
- Unsubscribed At Date
- Mobile Opt-In
- Note
- Volunteer
- Date of Birth
- Employer
- Occupation
- Sex
- Party
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
- Home Latitude
- Home Longitude
- Tags
- Bio
- Website
- Additional Fields Description
- Additional Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Path IDRequired
- Current Step ID
- Path Status
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List ID
- List Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- External ID
- Signup ID
- Sideloaded Objects
- Additional Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
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