Microsoft Dynamics 365 CRM + Workamajig
Create new Workamajig companies from leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads and keep your sales pipeline organized by using this simple automation. When a new lead is captured in Microsoft Dynamics 365 CRM, this workflow will create a corresponding company in Workamajig, ensuring that your database remains up-to-date and accurate. Save time and boost efficiency by streamlining your lead management process with this seamless integration.
Effortlessly manage your leads and keep your sales pipeline organized by using this simple automation. When a new lead is captured in Microsoft Dynamics 365 CRM, this workflow will create a corresponding company in Workamajig, ensuring that your database remains up-to-date and accurate. Save time and boost efficiency by streamlining your lead management process with this seamless integration.
- 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 CompanyCreates a new company.
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 Company
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Lead
This trigger gets called when a lead is updated in Workamajig
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Group Name
Group Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Contact Owner
Last NameRequired
Middle Name
Salutation
Phone
Cell
Title
Email
Company Name
Linked Company Name
Assistant
Assistant Phone
Assistant Email
Birthday
Children
Spouse Name
Anniversary
Hobbies
Twitter Id
LinkedIn Url
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Company Name
Title
Phone
Cell
Email
Birthday
Business Address 1
Business Address 2
Business Address 3
Comments
GL Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Contact Name
Opportunity Owner
Linked Company Name
Status
Stage
Current Status
Competitors
Sale Amount
Probability
Comments
Outside Gross Cost
Outside Cost Percentage
Media Gross
Media Percentage
Agi
Sub Amount
Margin
Bid
Bid Date
Start Date
Estimated Close Date
Actual Close Date
Company Key
Outcome
Outcome Comment
GL Company
Project Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 foundNew 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 Lead
Triggers when a new lead 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.SubjectRequired
Linked Contact
Linked Lead
Opportunity Key
Completed
Private
Activity Date
Linked Company
Activity Type
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Active
Comments
Update Existing
Company NameRequired
Phone
Fax
Website
Address1
Address2
City
State
Postal Code
Country
Primary Contact
Company Owner
Company Type
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Middle Name
Salutation
Company Name
Phone
Cell
Title
Email
Assistant
Assistant Phone
Assistant Email
Birthday
Spouse Name
Children
Anniversary
Hobbies
Twitter Id
LinkedIn Url
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Key
First Name
Last Name
Company Name
Title
Phone
Cell
Email
Birthday
Business Address 1
Business Address 2
Business Address 3
Comments
GL Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Competitors
Sale Amount
Probability
Outside Gross Cost
Outside Cost Percentage
Media Gross
Media Percentage
Agi
Sub Amount
Margin
Bid Date
Start Date
Estimated Close Date
Actual Close Date
Company Key
Comments
Bid
Contact Name
Linked Company Name
Status
Stage
Opportunity Owner
Outcome
Outcome Comment
GL Company
Project Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Microsoft Dynamics 365 CRM
Related categories
About Workamajig
Related categories
Related Zap Templates
- Update Workamajig contacts when new leads are added in Microsoft Dynamics 365 CRM
- Create Workamajig activities for new Microsoft Dynamics 365 CRM contacts
- Create opportunities in Workamajig when contacts are updated in Microsoft Dynamics 365 CRM
- Create new Workamajig companies from Microsoft Dynamics 365 CRM contacts