Microsoft Dynamics 365 CRM + Ramper Pipeline

Create web leads in Ramper Pipeline from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Ramper Pipeline. With this automation, every time a new lead is added in Microsoft Dynamics 365 CRM, it will create a corresponding web lead in Ramper Pipeline. This saves you time and ensures that all your leads are accurately transferred between the two platforms, keeping your sales and marketing workflows in sync.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Web Lead (Adicionar Web Lead)
Create a new Web lead for a Campaign (Adiciona uma Web lead para uma Campanha)
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
My Tasks Created (Minhas Tarefas Adicionadas)
Triggers when a new Task is created to yourself (Executado quando uma Tarefa é adicionada para você).
Trigger
Polling
Try It
Opportunities Created (Oportunidades Criadas)
Triggers when a Opportunity is created (Executado quando uma Oportunidade for criada.
Trigger
Polling
Try It
Opportunities Won (Oportunidades Ganhas)
Triggers when a Opportunity is set as won (Executa quando uma Oportunidade entrar na Etapa ganha).
Trigger
Polling
Try It
- Tipo de TarefaRequired
- HorárioRequired
- Descrição
- ResponsávelRequired
- Organização NomeRequired
- Organização Telefone
- Organização CNPJ
- Organização Endereço
- Pessoa (da Organização) Nome
- Pessoa E-mail
- Pessoa Telefone
- Pessoa Endereço
Action
Write
- CampanhaRequired
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
Person Created (Pessoa Adicionada)
Triggers when a new Person is created (Executado quando uma Pessoa é adicionada).
Trigger
Polling
Try It
- EtapaRequired
Trigger
Polling
Try It
Opportunities Lost (Oportunidades Perdidas)
Triggers when a Opportunity is set as lost (Executa quando uma Oportunidade entrar na Etapa perdida).
Trigger
Polling
Try It
- CampanhaRequired
Trigger
Polling
Try It
- Tipo de TarefaRequired
- HorárioRequired
- Descrição
- ResponsávelRequired
- Pessoa NomeRequired
- Pessoa E-mail
- Pessoa Telefone
- Pessoa Endereço
Action
Write

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

About Ramper Pipeline

Ramper Pipeline helps teams manage leads and accelerate closure simply and intelligently.

Related categories

Sales & CRM

Similar apps

Zapier Interfaces

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

Microsoft Dynamics 365 CRM + Ramper Pipeline

Create web leads in Ramper Pipeline 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

My Tasks Created (Minhas Tarefas Adicionadas)

Opportunities Created (Oportunidades Criadas)

Opportunities Won (Oportunidades Ganhas)

Create Task Organization (Adicionar Tarefa - Organização)

Create Web Lead (Adicionar Web Lead)

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

Person Created (Pessoa Adicionada)

Opportunities by Stage (Oportunidades Por Etapa)

Opportunities Lost (Oportunidades Perdidas)

Web Leads Created (Web Leads Criadas)

Create Task Person (Adicionar Tarefa - Pessoa)

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Ramper Pipeline

Related categories

Similar apps

Zapier Interfaces