Haystack integrates seamlessly with Microsoft Dynamics 365 using Zapier, letting you automatically create leads, contacts, and more based on your business needs.
Using Zapier, you control exactly what data transfers from Haystack to Dynamics 365.
How to Set Up the Integration
1. Create Your Zap Trigger (in Zapier):
Log in to your Zapier account
Click Create Zap
Set the Trigger App to Webhooks by Zapier
Select Catch Hook
Copy the Webhook URL provided
2. Connect the Webhook in Haystack:
Open your Haystack mobile app
Go to Settings
Tap your Company Name
Tap Zapier
Paste the Webhook URL into the provided field
3. Set Up Your Zap Action (in Zapier):
Choose Microsoft Dynamics 365 as the Action App
Select the action you want (i.e., Create Contact, Create Lead)
Map the fields from Haystack to Dynamics 365
4. Test and Activate:
Test the Zap to make sure the integration works
Click Turn on Zap—and you're done!
Need help? Check out our Zapier setup guide or reach out to our support team!