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ActiveCampaign + Microsoft Dynamics 365 CRM

Update ActiveCampaign deals when new Microsoft Dynamics 365 CRM contacts are created

Keep your sales process efficient by updating deals in ActiveCampaign whenever a new contact is added to Microsoft Dynamics 365 CRM. This automation helps ensure that your sales team has the most up-to-date information, allowing them to focus on closing deals and fostering strong customer relationships.

Keep your sales process efficient by updating deals in ActiveCampaign whenever a new contact is added to Microsoft Dynamics 365 CRM. This automation helps ensure that your sales team has the most up-to-date information, allowing them to focus on closing deals and fostering strong customer relationships.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Related categories

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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.