EZLynx + Microsoft Dynamics 365 CRM
Create new EZLynx applicants with opportunities from new Microsoft Dynamics 365 CRM contacts
Streamline your lead management process with this seamless workflow between Microsoft Dynamics 365 CRM and EZLynx. When a new contact is added in Dynamics 365 CRM, it automatically creates a personal applicant with an opportunity in EZLynx. This way, you can efficiently manage new leads and sales opportunities without any manual data entry, ensuring consistent and accurate information across both platforms.
Streamline your lead management process with this seamless workflow between Microsoft Dynamics 365 CRM and EZLynx. When a new contact is added in Dynamics 365 CRM, it automatically creates a personal applicant with an opportunity in EZLynx. This way, you can efficiently manage new leads and sales opportunities without any manual data entry, ensuring consistent and accurate information across both platforms.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Personal Applicant With OpportunityCreates a new personal applicant with opportunity.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
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
Modified Applicant
Triggers when an applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Document
Triggers when a document is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Prospect
Triggers when a new prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Applicant IdRequired
Business Name
Date Business Started
Address Type
Address Line 1
Address Line 2
City
State
Zip Code
BusinessPhone
Extension
Business Fax
Email
Assigned To
Lead Source
Lead Status
Lead Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
First NameRequired
Middle Name
Last NameRequired
Home Phone
Mobile Phone
Work Phone
Personal Email
Work Email
First Name
Middle Name
Last Name
Assigned Username
X Date
Notes
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Discussion TitleRequired
Note DescriptionRequired
Labels
Policy Number
Task Assignee
Task due Date
Reminder Date
Reminder Time
Notification Text
Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First NameRequired
Middle Name
Last NameRequired
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax
Personal Email
Work Email
Assigned Username
X Date
Notes
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IDÂ
Business Name
Account Name
Address Line 1
City
State
Zip Code
Business Phone
Business Email
Primary Contact First Name
Primary Contact Last Name
Primary Contact Work Phone
Primary Contact Cell Phone
Primary Contact Email
Lead Status
Lead Source
Account Type
ActionThis is an event a Zap performs.SearchFind existing data 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 Applicant
Triggers when a new applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Prospect
Triggers when a new commercial prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Opportunity
Triggers when an opportunity is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Prospect
Triggers when a prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NameRequired
NAICS Code
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
First NameRequired
Middle Initial
Last NameRequired
Home Phone
Mobile Phone
Work Phone
Personal Email
Work Email
First Name
Middle Initial
Last Name
Assigned Username
X Date
Notes
Source
LOB source
Prior Carrier
Prior Premium
Finalized Premium
Finalized Carrier
Line of Business
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Document NameRequired
Document-(blob file/doc file)Required
Folder Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First NameRequired
Middle Initial
Last NameRequired
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax
Personal Email
Work Email
Assigned Username
X Date
Notes
Source
LOB source
Prior Carrier
Prior Premium
Finalized Premium
Finalized Carrier
Line of Business
First Name
Last Name
Phone Type
Phone Number
Email
Relationship
Gender
Date of Birth
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Prefix
First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1
Address Line 2
City
State
Zip Code
Home Phone
Work Phone
Extension
Fax
Email
Alternate Email
Assigned UserName
Lead Source
Lead Status
Lead Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant Id
Applicant First Name
Applicant Last Name
Co-Applicant First Name
Co-Applicant Last Name
Street Address
City
State
Zip Code
Applicant's Email Address
Co-Applicant's Email Address
Cell Phone Number
Home Phone Number
Lead Status
Lead Source
Applicant Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
About EZLynx
Related categories
