Call Tools PCC + Microsoft Dynamics 365 CRM
Create Call Tools PCC contacts for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and Call Tools PCC. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will instantly create a contact in Call Tools PCC, ensuring your sales team always has the most up-to-date information on potential clients. Save time and stay organized with this efficient integration.
Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and Call Tools PCC. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will instantly create a contact in Call Tools PCC, ensuring your sales team always has the most up-to-date information on potential clients. Save time and stay organized with this efficient integration.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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
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
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
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
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Email
Triggers when a new email is sent by a agent in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New SMS
Triggers when a SMS message is sent or received within Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Tags
Add To Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar Event Type IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTag IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone Number
Area Code
Ready
Status
Do Not Contact
Address
City
State
Zip Code (postal code)
County
Country
Contact Disposition ID
Last Agent Call Disposition ID
First Name
Last Name
Owned By User ID (uuid)
Last Call System Disposition
Add Tags
Add To Buckets
User Distribution Queue ID
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
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
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)
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 foundNew Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bucket IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EntryRequired
Scrub Existing Contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Contact Disposition
Last Call Agent Disposition
Ready [to Contact]
Status
Do Not Contact
Suppress Until [Future DateTime]
Owned By [User ID]
Add Tags
Remove Tags
Add To Buckets
Remove From Buckets
User Distribution Queue ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Disposition IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Disposition IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone Number IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone Number
Area Code
Ready
Status
Do Not Contact
Address
City
State
Zip Code (postal code)
County
Country
Contact Disposition ID
Last Agent Call Disposition ID
First Name
Last Name
Owned By User ID (uuid)
Last Call System Disposition
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone NumberRequired
Add Tags
Add To Buckets
User Distribution Queue ID
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
About Call Tools PCC
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