Lookup Google Sheets rows and create Microsoft Dynamics 365 CRM contacts for new DisputeFox leads
Anytime a new lead is added in DisputeFox and their SSN exists, this template will lookup a Google Sheets row for the state ID and create a Microsoft Dynamics 365 CRM contact.
Anytime a new lead is added in DisputeFox and their SSN exists, this template will lookup a Google Sheets row for the state ID and create a Microsoft Dynamics 365 CRM contact.
- When this happens...New Lead Added - Legacy
trigger fire after adding new Lead.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Lookup Spreadsheet Row
Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.
- then do this...Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
- then do this...Create Contact
Creates a new contact.
- then do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
- Free forever for core features
- 14 day trial for premium features & apps