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How Zapier works
Zapier makes it easy to integrate EnergySage with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Lead" from EnergySage.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects EnergySage and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New or Updated Lead
Triggers when a lead is created or updated.
Try ItTriggerInstant - New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- Market Property UUID
- Funnel StateRequired
- Street AddressRequired
- City
- State
- Zip Code
- First Name
- Last Name
- Alias email
- Installation Size [kW]
- Installation Cost
- Includes Battery
- Includes Roofing
ActionWrite- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling
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