Microsoft Dynamics 365 CRM + Zadarma
Create leads in Zadarma when contacts are updated in Microsoft Dynamics 365 CRM
Keep your leads up-to-date and enhance your sales process with this automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will create a new lead in the Zadarma app, ensuring your sales team is always informed about potential clients. Maintain efficient lead management and boost your conversion rates with this seamless integration.
Keep your leads up-to-date and enhance your sales process with this automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will create a new lead in the Zadarma app, ensuring your sales team is always informed about potential clients. Maintain efficient lead management and boost your conversion rates with this seamless integration.
- When this happens...
Updated ContactTriggers when a contact is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a Lead in Teamsale CRM
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
Notify End
Triggers when a new "notify end" is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Notify Missed
Triggers when a new "notify missed" is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Notify Out End
Triggers when a new "notify out end" is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Notify Out Start
Triggers when a new "notify out start" is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Notify Start
Triggers when a new "notify start" is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer NameRequired
Customer Type
Customer Status
Comment
Work Phone Number
Personal Phone Number
Email Work
Email Personal
Skype
Telegram
Viber
Whatsapp
Responsible User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DescriptionRequired
Type
Start
End
All day
Responsible User
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Facebook Messenger PSIDRequired
Message textRequired
Sender full name
Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
Customer Name
Customer Type
Customer Status
Comment
Work Phone Number
Personal Phone Number
Email Work
Email Personal
Skype
Telegram
Viber
Whatsapp
Responsible User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IdRequired
Lead Name
Lead Source
Lead Status
Comment
Work Phone Number
Personal Phone Number
Email Work
Email Personal
Skype
Telegram
Viber
Whatsapp
Responsible User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 foundNotify Answer
Triggers when a new "notify answer" is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Notify to Facebook Messenger
Triggeres when receiving message for facebook messenger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Notify Out Answer
Triggers when a new "notify out answer" is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Notify Out Missed
Triggers when a new "notify out missed" is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Notify SMS
Triggeres when receiving sms.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Callback phone numberRequired
Internal numberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
contentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead NameRequired
Lead Source
Lead Status
Comment
Work Phone Number
Personal Phone Number
Email Work
Email Personal
Skype
Telegram
Viber
Whatsapp
Responsible User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IdRequired
Title
Description
Type
Start
End
All day
Responsible User
Phone
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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