Bigin by Zoho CRM + Microsoft Dynamics 365 CRM
Create new contacts in Bigin by Zoho CRM from new Microsoft Dynamics 365 CRM contacts
Keep your contacts in sync between Microsoft Dynamics 365 CRM and Bigin by Zoho CRM with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation instantly creates a matching contact in Bigin by Zoho CRM, ensuring your customer information stays up-to-date across both platforms.
Keep your contacts in sync between Microsoft Dynamics 365 CRM and Bigin by Zoho CRM with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation instantly creates a matching contact in Bigin by Zoho CRM, ensuring your customer information stays up-to-date across both platforms.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new contact.
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 foundOrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Pipeline Record
Creates a new pipeline record
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Event IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Select Query
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Full Name
Email Address
Mobile Number
Phone Number
Home Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Event Title
Start DateTime
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Task Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 foundOrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Product IDRequired
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.OrganizationRequired
Full Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Deal Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Product Name
Product Code
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
User Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Bigin by Zoho CRM
Related categories
About Microsoft Dynamics 365 CRM
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