Microsoft Dynamics 365 CRM + Yeeflow

Create Yeeflow list items for new Microsoft Dynamics 365 CRM leads

Stay organized and efficient with this workflow that connects Microsoft Dynamics 365 CRM to Yeeflow. When a new lead is added in Microsoft Dynamics 365 CRM, the automation will create an item in a Yeeflow list, ensuring that your team stays up-to-date on potential business opportunities. Enhance your sales process and never miss a lead with this seamless connection between your CRM and project management tools.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Add an Item to a List
Add an item to a list
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- ApplicationRequired
- ListRequired
Trigger
Instant
Try It
- ApplicationRequired
- ListRequired
Trigger
Instant
Try It
- ApplicationRequired
- ListRequired
- Item IDRequired
- FieldRequired
- File nameRequired
- File contentRequired
Action
Write
- ApplicationRequired
- ListRequired
- ItemRequired
Action
Write
- ApplicationRequired
- ListRequired
- Fields
- Filters
- Sorts
- Page numberRequired
- Page sizeRequired
Action
Search
- File field
Action
Search
- ApplicationRequired
- ListRequired
- ItemRequired
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- ApplicationRequired
- ListRequired
Trigger
Instant
Try It
- ApplicationRequired
- ListRequired
Trigger
Instant
Try It
- ApplicationRequired
- ListRequired
Action
Write
- ApplicationRequired
- ListRequired
- Path
- File contentRequired
Action
Write
- ApplicationRequired
- ListRequired
- Fields
- Filters
- Sorts
Action
Search
- File field
Action
Search
- ApplicationRequired
- ListRequired
- ItemRequired
Action
Search

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more

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About Yeeflow

No-code application development platform that lets you build custom applications in minutes.

Related categories

App Builder

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Update Yeeflow items when Microsoft Dynamics 365 CRM contacts are updated

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Update Yeeflow items when Microsoft Dynamics 365 CRM contacts are updated

Microsoft Dynamics 365 CRM + Yeeflow

Create Yeeflow list items for new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

New or Updated Item

Updated Item

Add File to Item

Update Item

Find Items

Get File Properties

Get Library File Content

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

New Item

Deleted Item

Add an Item to a List

Add File to Library

Find Item

Get File Content

Get Item by ID

About Microsoft Dynamics 365 CRM

Related categories

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Pipedrive

Insightly

Zapier Interfaces

About Yeeflow

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates