Microsoft Dynamics 365 CRM + Sage Sales Management
Create ForceManager accounts for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your Microsoft Dynamics 365 CRM and ForceManager accounts in sync with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, an account will be created in ForceManager, ensuring your sales team has immediate access to the vital information they need. Simplify your CRM management and enhance team communication with this automation.
Effortlessly keep your Microsoft Dynamics 365 CRM and ForceManager accounts in sync with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, an account will be created in ForceManager, ensuring your sales team has immediate access to the vital information they need. Simplify your CRM management and enhance team communication with this automation.
- 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 AccountCreates a new account.
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 found
Activity Updated
Triggers when an activity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Item
Triggers when a new calendar item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Updated
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.StatusRequired
Account
Account Address
Branch
Contact
Currency
Closed Date
Archived
Blocked
Comment
Discount 1
Discount 2
Discount 3
Discount 4
External ID
Internal Comment
Main Sales Order
Opportunity
Rate
Read Only
ReferenceRequired
Number
Sales Forecast Date
Owner
Total
Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Account
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TypeRequired
OwnerRequired
DateRequired
Contact
Opportunity
Check-in
Check-in Type
Checkout Date
Comment
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read-only
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account
Name
Branch
Owners
Type
Segment
Status
Account Value Added Tax identification number
Public
Read-only Account
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Region
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity IDRequired
Account
Type
Owner
Date
Contact
Opportunity
Check-in
Check-in Type
Checkout Date
Comment
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Entity IDRequired
Description in Spanish
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Status
Account
Account Address
Branch
Contact
Currency
Closed Date
Archived
Blocked
Comment
Discount 1
Discount 2
Discount 3
Discount 4
External ID
Internal Comment
Main Sales Order
Opportunity
Rate
Read Only
ReferenceRequired
Number
Sales Forecast Date
Sales Rep Id
Total
Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity External IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal IDRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read 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 foundOpportunity External IdRequired
ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read 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
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 foundSales Order Updated
Triggers when a sales order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Calendar Item Updated
Triggers when a calendar item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Order
Triggers when a new sales order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Description in SpanishRequired
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Name
Branch
Owners
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone
Phone 2
Phone 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Region
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task or EventRequired
ContactRequired
SubjectRequired
OwnerRequired
Start DateRequired
End DateRequired
Start HourRequired
End HourRequired
BranchRequired
Account
Opportunity
All Day
City
Comment
External ID
Permission Level
Read Only
Reminder
Send Notification
Activity Type
Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
First Name
Last Name
Account
Gender
Owner
Type
Address Line 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar Item IDRequired
Task or Event
Contact
Subject
Owner
Start Date
End Date
Start Hour
End Hour
Branch
Account
Opportunity
All Day
City
Comment
External ID
Permission Level
Read Only
Reminder
Send Notification
Activity Type
Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity ID
Reference
Owner
Sales Probability
Branch
Status
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Field NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appListRequired
Field NameRequired
Field ValueRequired
Description in SpanishRequired
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail or PhoneRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal IDRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read 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
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