Ingram Micro Cloud Marketplace + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM for new orders in Ingram Micro Cloud Marketplace

Effortlessly manage your customer database by leveraging this workflow. Whenever there is a New Order in your Ingram Micro Cloud Marketplace, it creates a Lead in your Microsoft Dynamics 365 CRM. This automation simplifies your sales process, ensuring no potential client slips through the cracks. Enjoy seamless integration between your Marketplace and CRM for improved efficiency and productivity.

When this happens...
New Order
Triggers when a new order is created.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

New Customer Account
Triggers when a new customer account is created.
Trigger
Polling
Try It
- Status
- Report Format
- Report Type
- First Day of the Report Data
- Last Day of the Report Data
Trigger
Polling
Try It
- Customer NameRequired
- External ID
- LanguageRequired
- CityRequired
- CountryRequired
- Postal / Zip CodeRequired
- State
- Street AddressRequired
- Address Extension
- Tax Registration ID
- Additional Attributes (Names)
- Additional Attributes (Values)
- Contact TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone NumberRequired
Action
Write
- Report NameRequired
- Period Start DateRequired
- Period End Date
- Report Format
Action
Write
- Customer Name
- E-mail Address
- External Identifier
Action
Search

- Product Name
- Service Name
- MPN
Action
Search
- Customer Account Identifier
- Created After
- Created Before
- Status
Action
Search

- Order IDRequired
Action
Search
- Subscription IdentifierRequired
Action
Search
- 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

- Status
- Status Code
- Created After
- Created Before
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Customer IDRequired
- Order TypeRequired
- Purchase Order (PO) Number
- Product ID
- Manufacturer Part Number (MPN)
- Billing Period Duration
- Billing Period Type
- QuantityRequired
- Subscription ID
- New Manufacturer Part Number (MPN)
- New Product ID
- Special Price (Value)
- Special Price (Currency)
- Parameters (Names)
- Parameters (Values)
- Vendor (Manufacturer)
- Attribute Key
- Attribute Value
Action
Write
- Customer IDRequired
- Customer Name
- External ID
- City
- Country
- Postal / Zip Code
- State
- Street Address
- Address Extension
- Tax Registration ID
- Status
- Contact Type
- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Customer ID
- Subscription ID
- Order Number
- Status
- Created After
- Created Before
- Internal Status Code
Action
Search
- Name
- Format
- Status
- Type
- Period Start Date
- Period End Date
Action
Search
- Customer Account IdentifierRequired
Action
Search
- Report IDRequired
Action
Search
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

About Ingram Micro Cloud Marketplace

Integrate your eCommerce, CRM, billing and ERP systems with Cloud Marketplace. Put the most time-consuming, frustrating aspects of reconciling your systems on autopilot—and focus instead on growing your business.

Related categories

Commerce

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

Ingram Micro Cloud Marketplace + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM for new orders in Ingram Micro Cloud Marketplace

New Customer Account

New Rated Data Report

Create New Customer Account

Schedule a One-Time Report

Find Customer

Find Product

Find Subscription

Get Full Order Details

Get Full Subscription Details

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

New Order

New Subscription

Create an Order

Update Customer

Find Order

Find Report

Get Full Customer Details

Get Full Report Details

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

About Ingram Micro Cloud Marketplace

Related categories

About Microsoft Dynamics 365 CRM

Related categories

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