Microsoft Dynamics 365 CRM + Survalyzer
Create new Microsoft Dynamics 365 CRM contacts for new Survalyzer responses
Activate this Zap to automatically create a Microsoft Dynamics 365 CRM contact as soon as a new response becomes available in Survalyzer. This integration keeps your contact lists up to date without the time-consuming headaches of manual creation.
Activate this Zap to automatically create a Microsoft Dynamics 365 CRM contact as soon as a new response becomes available in Survalyzer. This integration keeps your contact lists up to date without the time-consuming headaches of manual creation.
- When this happens...
Interview CompletedTriggers when an interview has been completed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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Request Approved
Triggers when an approval request has been approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sampling Project ID
Survey IDRequired
Panel IDRequired
Message Template ID
ChannelRequired
Text Blocks
LanguageRequired
Members
Schedule Timestamp
Interview Expiry Date
Sender EmailRequired
Sender Name
Reply to Email
Reply to Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
NameRequired
Panel TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Interview IDRequired
Survey IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Panel IDRequired
Keep InterviewsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Survey IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Messagetemplate ID
Text Blocks
LanguageRequired
Subject
Email content
Sender EmailRequired
Sender Name
Receiver EmailRequired
Receiver Name
Reply to Email
Reply to Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sampling Project ID
Survey IDRequired
Panel IDRequired
Message Template ID
ChannelRequired
Text Blocks
LanguageRequired
Filter
Schedule Timestamp
Interview Expiry Date
Sender EmailRequired
Sender Name
Reply to Email
Reply to Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Interview IDRequired
Survey IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Panel IDRequired
Added Fields
Removed Fields
Renamed Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Survey ID
Panel ID
Distributors
Invitation Type
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appSurvey IdRequired
Fields to Download
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appPanel IDRequired
Interviews Required
Fields to Download
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appPanel ID
Workspace ID
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appSurvey IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflowRequired
Current StateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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
Request Approval
Triggers when an approval was requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Panel IDRequired
Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distributor IDRequired
Keep InterviewsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Panel IDRequired
Member IDsRequired
Keep InterviewsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sampling Project IDRequired
Keep InterviewsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TenantRequired
Survey IDRequired
Interview IDRequired
Show partial Interview
Language
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkflowRequired
Survey ID
Sampling Project ID
Distributor ID
Reminder ID
Target StateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distributor IDRequired
Message Template ID
Text Blocks
Schedule Timestamp
Filter
ChannelRequired
Sender EmailRequired
Sender Name
Reply to Email
Reply to Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Panel IDRequired
Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace ID
Panel ID
Distributor ID
Email
Operation
Phone
Operation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Survey ID
Panel ID
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appPanel IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace ID
LanguageRequired
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appSampling Project ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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 found
About Microsoft Dynamics 365 CRM
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