Microsoft Dynamics 365 CRM + Streamtime
Create Streamtime contacts for new Microsoft Dynamics 365 CRM leads
Efficiently manage new leads from Microsoft Dynamics 365 CRM by creating contacts in Streamtime with this seamless workflow. Once a lead is added in Dynamics 365, this automation instantly generates a matching contact in Streamtime, ensuring your team can effectively track and engage with potential clients without any manual data entry. Simplify your lead management process and keep your contact information up-to-date across both platforms.
Efficiently manage new leads from Microsoft Dynamics 365 CRM by creating contacts in Streamtime with this seamless workflow. Once a lead is added in Dynamics 365, this automation instantly generates a matching contact in Streamtime, ensuring your team can effectively track and engage with potential clients without any manual data entry. Simplify your lead management process and keep your contact information up-to-date across both platforms.
- 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 ContactCreates a new Contact.
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
Company Created
Triggers when a Company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a Contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Deleted
Triggers when a Job is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Sent
Triggers when a Quote is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
First NameRequired
Last Name
Email
Phone Number
Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
Post TitleRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User
Notes
Date
Duration (minutes)
StatusRequired
Job IDRequired
Item Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
Company NameRequired
New Job NameRequired
New Job Number
Start Date
How would you like to affect the rates on your existing items and expenses?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Priority Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Number
Job Name
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote Number
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 foundCompany Updated
Triggers when a Company is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Sent
Triggers when an Invoice is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Created
Triggers when a Job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Type
User
Company
Job Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Approved
Triggers when a Quote gets approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Phone 1
Phone 2
Tax Number
Website Address
Notes
Postal Address Line 1
Postal Address Line 2
Postal Address Line 3
Postal Address City
Postal Address Post Code
Postal Address Country
Postal Address Region
Physical Address Line 1
Physical Address Line 2
Physical Address Line 3
Physical Address City
Physical Address Region
Physical Address Country
Physical Address Post Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Number
Company NameRequired
Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
Expense NameRequired
Description
Reference
Company
Date
Pricing MethodRequired
StatusRequired
Currency Code
QuantityRequired
Cost Rate
Sell Rate
Markup
Total (ex tax)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NotesRequired
Date
Duration (minutes)
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Label TypeRequired
IDRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Priority Board IDRequired
ColumnRequired
Card TypeRequired
ID
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Branch Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
Invoice Name
ActionThis is an event a Zap performs.SearchFind existing data in your appExpense Name
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Dynamics 365 CRM
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