Microsoft Dynamics 365 CRM + Productive.io
Create deals in Productive.io from new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your Microsoft Dynamics 365 CRM contacts and Productive.io deals in sync with this workflow. When you add a new contact in Microsoft Dynamics 365 CRM, a deal will be created in Productive.io, streamlining your sales pipeline and ensuring accurate data across both platforms. Save time and boost productivity with this seamless integration.
Effortlessly keep your Microsoft Dynamics 365 CRM contacts and Productive.io deals in sync with this workflow. When you add a new contact in Microsoft Dynamics 365 CRM, a deal will be created in Productive.io, streamlining your sales pipeline and ensuring accurate data across both platforms. Save time and boost productivity with this seamless integration.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create DealCreate new deal.
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
Booking Deleted
Triggers when Booking is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Budget Deleted
Triggers when Budget is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Update
Triggers when Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Update
Triggers when Deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Update
Triggers when Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Booking
New booking created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
New contact created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
New project created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Update
Triggers when project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Update
Triggers when Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Due Days
Default Currency
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CompanyRequired
CurrencyRequired
ResponsibleRequired
ProbabilityRequired
Contact
Document Type
Deal StatusRequired
Sales Status
Number
Deal Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Task ListRequired
Assignee
Due Date
Due Time
Body
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
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 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 foundBooking Update
Triggers when Booking is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Budget Update
Triggers when budget is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Deleted
Triggers when Deal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Deleted
Triggers when Expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Update
Triggers when Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Budget
Triggers when new Budget is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
New deal created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
New invoice created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
New task created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Deleted
Triggers when Task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
TypeRequired
Start DateRequired
End DateRequired
TimeRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
EmailRequired
Job Title
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CompanyRequired
Project ManagerRequired
WorkflowRequired
AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ProjectRequired
Board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
NameRequired
Due Days
Default Currency
Description
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 Microsoft Dynamics 365 CRM
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