Mateo + Microsoft Dynamics 365 CRM
Add new Microsoft Dynamics 365 CRM contacts to Mateo
This Zap automates the process of adding new Microsoft Dynamics 365 CRM contacts to Mateo, saving you from the hassle of duplicate data entry.
This Zap automates the process of adding new Microsoft Dynamics 365 CRM contacts to Mateo, saving you from the hassle of duplicate data entry.
- 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 Contact DetailsCreate a new contact data with marketing channels and custom fields
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 foundBirthday
Email
Email Marketing Opt In
Email Transactional Opt In
External Id
Facebook Marketing Opt In
Facebook Transactional Opt In
Full Name
Google Business Messaging Marketing Opt In
Google Business Messaging Transactional Opt In
IdRequired
Instagram Marketing Opt In
Instagram Transactional Opt In
Is Blocked
Salutation
Sms
Sms Marketing Opt In
Sms Transactional Opt In
Whatsapp
Whatsapp Marketing Opt In
Whatsapp Transactional Opt In
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FromRequired
Marketing Channel Id
Placeholder Values
Require Marketing Opt InRequired
Review Channel Id
Send After
Template IdRequired
Full Name
HandleRequired
To Segments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Key
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Key
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 foundBirthday
Email
Email Marketing Opt In
Email Transactional Opt In
External Id
Facebook Marketing Opt In
Facebook Transactional Opt In
Full Name
Google Business Messaging Marketing Opt In
Google Business Messaging Transactional Opt In
Id
Instagram Marketing Opt In
Instagram Transactional Opt In
Is Blocked
Salutation
Sms
Sms Marketing Opt In
Sms Transactional Opt In
Whatsapp
Whatsapp Marketing Opt In
Whatsapp Transactional Opt In
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CountryCode
PhoneNumber
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To HandleRequired
To Full Name
Conversation Id
Conversation Status
FromRequired
Placeholder Values
Reply To Message Id
Review Channel Id
Send After
Subject
Template IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Key
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Id
Conversation Id
Id
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Mateo
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