Convirza + Microsoft Dynamics 365 CRM
Create leads in Microsoft Dynamics 365 CRM from new phone calls received in Convirza
When a new phone call comes in through Convirza, instantly create a lead in Microsoft Dynamics 365 CRM with this streamlined workflow. Save time, reduce the risk of errors, and ensure potential clients or opportunities are documented promptly within your CRM. This efficient process can help optimize your customer engagement strategy and potentially increase your sales pipeline.
When a new phone call comes in through Convirza, instantly create a lead in Microsoft Dynamics 365 CRM with this streamlined workflow. Save time, reduce the risk of errors, and ensure potential clients or opportunities are documented promptly within your CRM. This efficient process can help optimize your customer engagement strategy and potentially increase your sales pipeline.
- When this happens...
New Phone Call ReceivedTriggers when tracking number will receive a call.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create LeadCreates a new lead.
ActionWriteCreate a new record or update an existing record in your app.
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Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Caller id isRequired
Please provide caller idRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Call duration isRequired
Please provide call durationRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
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 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
Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Call disposition isRequired
Please choose call dispositionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Repeat Call isRequired
Please choose comparatorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Ring to phone number isRequired
Please provide ring to phone numberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Triggers onRequired
Select tracking numbers/campaign/groups depends on above selected valueRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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 found
About Convirza
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