Microsoft Dynamics 365 CRM + Textellent
Add new Microsoft Dynamics 365 CRM leads to Textellent as contacts
Effortlessly manage your leads and contacts in one place with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a contact in the Textellent app, ensuring you always have the most up-to-date information in both systems. This automation saves you valuable time and helps you stay organized as your business grows.
Effortlessly manage your leads and contacts in one place with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a contact in the Textellent app, ensuring you always have the most up-to-date information in both systems. This automation saves you valuable time and helps you stay organized as your business grows.
- 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 contact in Textellent
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
Phone Number Added to DNT
Triggers when a new phone number is added to the Do Not Text (DNT) list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag Disassociated From Contact
Triggers when a tag is disassociate from a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Outgoing Message Delivery Status
Triggers when an outgoing message delivery status received by textellent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Client Code
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
External IdRequired
Partner Client Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact First NameRequired
Contact Last Name
Phone NumberRequired
Home Phone Number
Work Phone Number
Alternate Phone Number
Email
Office Id
Tags
Tag Assignment Date
Partner Client Code
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Client Code
Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Client Code
Ext Id
Phone Number
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
From NumberRequired
To NumberRequired
Media File Ids
Media File URLs
Partner Client Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact First Name
Contact Last Name
Phone Number
Home Phone Number
Work Phone Number
Alternate Phone Number
Contact Tags
Office Id
Partner Client Code
Contact IdRequired
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Client Code
Ext Id
Phone Numbers
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 Contact Created
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag Associated to Contact
Triggers when tag is associated with a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Incoming Message
Triggers when an Incoming message callback request.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone Number Added to Wrong Number
Triggers when a phone number is added to wrong numbers list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer NameRequired
Phone NumberRequired
Tag NameRequired
Assignment Date
Partner Client Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer First Name
Customer Last Name
Customer Email
Phone Number
Start Date Time
End Date Time
Service Name
Time Zone
Notes
Status
Source
External IdRequired
Partner Client Code
Provider Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag NameRequired
Partner Client Code
Sign Up Keyword
Short Code Keyword
Send Confirmation Text
Confirmation Text
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Client Code
Tag IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Client Code
Tag NameRequired
Phone NumbersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer First Name
Customer Last Name
Customer Email
Phone Number
Start Date Time
End Date Time
Service Name
Notes
Status
Time Zone
External IdRequired
Source
Partner Client Code
Provider Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag NameRequired
Tag IdRequired
Partner Client Code
Sign Up Keyword
Short Code Keyword
Send Confirmation Text
Confirmation Text
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Microsoft Dynamics 365 CRM
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