Microsoft Dynamics 365 CRM + Sellsy
Create opportunities in Sellsy for new leads in Microsoft Dynamics 365 CRM
Streamline your sales process by connecting Microsoft Dynamics 365 CRM to Sellsy. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates an opportunity in Sellsy, ensuring a seamless transition between lead management and sales tracking. Stay organized and boost your sales efficiency with this easy-to-implement workflow.
Streamline your sales process by connecting Microsoft Dynamics 365 CRM to Sellsy. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates an opportunity in Sellsy, ensuring a seamless transition between lead management and sales tracking. Stay organized and boost your sales efficiency with this easy-to-implement workflow.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create OpportunityTriggers when a new opportunity is created.
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
Updated Contact
Triggers when a contact is updated.
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.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Linked Object TypeRequired
Linked IdRequired
ContentRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First Name
Title
Position
Email
Telephone
Mobile
Fax
Birthdate
Owner
Smart tags
Company
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LabelRequired
Description
DateRequired
Confidentiality
Guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect or ClientRequired
Company TypeRequired
NameRequired
First Name
Reference
Email
Phone
Mobile
Fax
Siren
Siret
Owner
Smart tags
Facebook ID
LinkedIn ID
Viadeo ID
Twitter ID
Website
Address name, required if you want to add an address
Address part 1
Address part2
Address zip code
Address town
Address state
Address country code (default FR)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name, Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
Last NameRequired
First Name
Title
Position
Email
Telephone
Mobile
Fax
Birthdate
Owner
Smart tags
Company
Website
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 foundNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when the status is changed on an opportunity.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Task
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Last NameRequired
First Name
Title
Position
Email
Telephone
Mobile
Fax
Birthdate
Owner
Smart tags
Company
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunnelRequired
StepRequired
Company TypeRequired
CompanyRequired
NameRequired
SourceRequired
Brief
Due Date
Opportunity #
Owner
Potential Amount
Probability
Linked Staffs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect or ClientRequired
Company TypeRequired
NameRequired
First Name
Reference
Email
Phone
Mobile
Fax
Siren
Siret
Owner
Smart tags
Facebook ID
LinkedIn ID
Viadeo ID
Twitter ID
Website
Address name, required if you want to add an address
Address part 1
Address part2
Address zip code
Address town
Address state
Address country code (default FR)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name, Email or PhoneRequired
Prospect or ClientRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
Prospect or ClientRequired
Prospect or ClientRequired
Company TypeRequired
NameRequired
First Name
Reference
Email
Phone
Mobile
Fax
Siren
Siret
Owner
Smart tags
Facebook ID
LinkedIn ID
Viadeo ID
Twitter ID
Website
Address name, required if you want to add an address
Address part 1
Address part2
Address zip code
Address town
Address state
Address country code (default FR)
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
About Microsoft Dynamics 365 CRM
Related categories
About Sellsy
Related categories
Related Zap Templates
- Create Sellsy contacts from new Microsoft Dynamics 365 CRM leads
- Create new Sellsy contacts from Microsoft Dynamics 365 CRM new contacts
- Create or update Sellsy contacts for new Microsoft Dynamics 365 CRM leads
- Create companies in Sellsy whenever new contacts are added to Microsoft Dynamics 365 CRM
- Update Sellsy contacts when Microsoft Dynamics 365 CRM contacts are updated