DisputeFox + Email by Zapier + Filter by Zapier + Google Sheets + Formatter by Zapier + Microsoft Dynamics 365 CRM

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.

  1. When this happens...
    DisputeFoxDisputeFox
    New Lead Added - Legacy

    trigger fire after adding new Lead.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    Google SheetsGoogle Sheets
    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.

    ActionSearch
  4. then do this...
    Formatter by ZapierFormatter by Zapier
    Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

    ActionWrite
  5. then do this...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Contact

    Creates a new contact.

    ActionWrite
  6. then do this!
    Email by ZapierEmail by Zapier
    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.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • DisputeFox triggers, actions, and search

    Affiliate Updated

    Trigger fire after updating new affiliate.

    Trigger
    Instant
    Try It
  • DisputeFox triggers, actions, and search

    Client Updated

    Triggers when client updated.

    Trigger
    Instant
    Try It
  • DisputeFox triggers, actions, and search

    Lead Updated

    Triggers when lead updated.

    Trigger
    Instant
    Try It
  • DisputeFox triggers, actions, and search

    New Affiliate Added

    trigger fire after adding new affiliate.

    Trigger
    Instant
    Try It
disputefox logo
disputefox logo

About DisputeFox

DisputeFox was designed from the ground up to be the World's Most Advanced All-in-One Credit Dispute Software.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Learn moreHelp

Related categories

  • Email
  • Zapier
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

Similar apps

Zapier Tables integrationsZapier Tables integrations

Zapier Tables

Databases, Spreadsheets, Zapier
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn moreHelp

Related categories

  • Documents
  • Zapier
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier