ActiveCampaign + Microsoft Dynamics 365 CRM
Create contact notes in ActiveCampaign for new leads in Microsoft Dynamics 365 CRM
Stay updated on your sales leads while managing your contacts efficiently with this helpful workflow. When a new lead is created in Microsoft Dynamics 365 CRM, a corresponding contact note will be added in ActiveCampaign. This automation ensures that your sales team can easily access relevant information on leads and maintain organized contact records in ActiveCampaign.
Stay updated on your sales leads while managing your contacts efficiently with this helpful workflow. When a new lead is created in Microsoft Dynamics 365 CRM, a corresponding contact note will be added in ActiveCampaign. This automation ensures that your sales team can easily access relevant information on leads and maintain organized contact records in ActiveCampaign.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Contact NoteAdds new contact note.
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 ZapPollingZapier 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 ZapPollingZapier 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
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 foundCustom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
Email Address
First Name
Last Name
Full Name
Phone Number
Tags
Organization Name
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
ListRequired
Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
List IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Contact IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
Currency
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Event Account IDRequired
Event NameRequired
Event Value
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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)
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 foundCustom ObjectRequired
Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
Skip Unsubscribe Events
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
NameRequired
Update OnlyRequired
Account Owner
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Automation RunRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Account IDRequired
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Email
ActionRequired
Existing Tags
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Record ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account ID
Contact ID
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Deal IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
List IDRequired
Contact ID
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email Address
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ActiveCampaign
Related categories
About Microsoft Dynamics 365 CRM
Related categories
Related Zap Templates
- Add new ActiveCampaign contacts to Microsoft Dynamics as contacts
- Add or update contacts in ActiveCampaign from new Microsoft Dynamics contacts
- Add new ActiveCampaign contacts to Microsoft Dynamics as leads
- Add new leads in Microsoft Dynamics as contacts in ActiveCampaign
- Create leads in Microsoft Dynamics 365 CRM when tags are added or removed from contacts in ActiveCampaign
- Create leads in Microsoft Dynamics 365 CRM from new ActiveCampaign automation webhooks
- Create Microsoft Dynamics 365 CRM leads from updated ActiveCampaign contacts
- Add new ActiveCampaign contacts to Microsoft Dynamics 365 CRM as accounts
- Update Microsoft Dynamics 365 CRM leads when ActiveCampaign contacts are updated
- Add new ActiveCampaign contacts to a list and update leads in Microsoft Dynamics 365 CRM
- Create or update ActiveCampaign contact tasks for new Microsoft Dynamics 365 CRM contacts
- Update ActiveCampaign deals when Microsoft Dynamics 365 CRM contacts are updated
- Update ActiveCampaign accounts when new Microsoft Dynamics 365 CRM contacts are created
- Create tracked events in ActiveCampaign from new contacts in Microsoft Dynamics 365 CRM
- Create deals in ActiveCampaign for new leads in Microsoft Dynamics 365 CRM
- Update ActiveCampaign contacts tasks when Microsoft Dynamics 365 CRM contacts are updated
- Create new ActiveCampaign campaigns for newly added Microsoft Dynamics 365 CRM contacts
- Create notes in ActiveCampaign for new leads in Microsoft Dynamics 365 CRM
- Update ActiveCampaign contacts as Microsoft Dynamics 365 CRM contacts are updated
- Manage new Microsoft Dynamics 365 CRM contacts by subscribing or unsubscribing them from ActiveCampaign lists
- Create campaigns in ActiveCampaign for new leads in Microsoft Dynamics 365 CRM
- Add new Microsoft Dynamics 365 CRM contacts to ActiveCampaign accounts
- Add new Microsoft Dynamics 365 CRM leads as ActiveCampaign contacts to accounts
- Create or update ActiveCampaign deal tasks for new Microsoft Dynamics 365 CRM leads
- Create deals in ActiveCampaign for new contacts in Microsoft Dynamics 365 CRM
- Update tags in ActiveCampaign contacts when Microsoft Dynamics 365 CRM contacts are updated
- Add notes to new Microsoft Dynamics 365 CRM contacts in ActiveCampaign
- Update ActiveCampaign deals when new Microsoft Dynamics 365 CRM contacts are created
- Create new ActiveCampaign deals from Microsoft Dynamics 365 CRM contacts
- Create or update ActiveCampaign contact tasks from new Microsoft Dynamics 365 CRM leads
- Add new Microsoft Dynamics 365 CRM leads to ActiveCampaign automations as existing contacts
- Update ActiveCampaign accounts when contacts are updated in Microsoft Dynamics 365 CRM
- Create deals in ActiveCampaign for new leads in Microsoft Dynamics 365 CRM
- Create ActiveCampaign accounts from new Microsoft Dynamics 365 CRM leads
- Update deals in ActiveCampaign when opportunities are updated in Microsoft Dynamics 365 CRM
Related Zap Templates
- Add new ActiveCampaign contacts to Microsoft Dynamics as contacts
- Add new leads in Microsoft Dynamics as contacts in ActiveCampaign
- Create Microsoft Dynamics 365 CRM leads from updated ActiveCampaign contacts
- Add new ActiveCampaign contacts to a list and update leads in Microsoft Dynamics 365 CRM
- Update ActiveCampaign accounts when new Microsoft Dynamics 365 CRM contacts are created
- Update ActiveCampaign contacts tasks when Microsoft Dynamics 365 CRM contacts are updated
- Update ActiveCampaign contacts as Microsoft Dynamics 365 CRM contacts are updated
- Add new Microsoft Dynamics 365 CRM contacts to ActiveCampaign accounts
- Create deals in ActiveCampaign for new contacts in Microsoft Dynamics 365 CRM
- Update ActiveCampaign deals when new Microsoft Dynamics 365 CRM contacts are created
- Add new Microsoft Dynamics 365 CRM leads to ActiveCampaign automations as existing contacts
- Create ActiveCampaign accounts from new Microsoft Dynamics 365 CRM leads
- Add or update contacts in ActiveCampaign from new Microsoft Dynamics contacts
- Create leads in Microsoft Dynamics 365 CRM when tags are added or removed from contacts in ActiveCampaign
- Add new ActiveCampaign contacts to Microsoft Dynamics 365 CRM as accounts
- Create or update ActiveCampaign contact tasks for new Microsoft Dynamics 365 CRM contacts
- Create tracked events in ActiveCampaign from new contacts in Microsoft Dynamics 365 CRM
- Create new ActiveCampaign campaigns for newly added Microsoft Dynamics 365 CRM contacts
- Manage new Microsoft Dynamics 365 CRM contacts by subscribing or unsubscribing them from ActiveCampaign lists
- Add new Microsoft Dynamics 365 CRM leads as ActiveCampaign contacts to accounts
- Update tags in ActiveCampaign contacts when Microsoft Dynamics 365 CRM contacts are updated
- Create new ActiveCampaign deals from Microsoft Dynamics 365 CRM contacts
- Update ActiveCampaign accounts when contacts are updated in Microsoft Dynamics 365 CRM
- Update deals in ActiveCampaign when opportunities are updated in Microsoft Dynamics 365 CRM
- Add new ActiveCampaign contacts to Microsoft Dynamics as leads
- Create leads in Microsoft Dynamics 365 CRM from new ActiveCampaign automation webhooks
- Update Microsoft Dynamics 365 CRM leads when ActiveCampaign contacts are updated
- Update ActiveCampaign deals when Microsoft Dynamics 365 CRM contacts are updated
- Create deals in ActiveCampaign for new leads in Microsoft Dynamics 365 CRM
- Create notes in ActiveCampaign for new leads in Microsoft Dynamics 365 CRM
- Create campaigns in ActiveCampaign for new leads in Microsoft Dynamics 365 CRM
- Create or update ActiveCampaign deal tasks for new Microsoft Dynamics 365 CRM leads
- Add notes to new Microsoft Dynamics 365 CRM contacts in ActiveCampaign
- Create or update ActiveCampaign contact tasks from new Microsoft Dynamics 365 CRM leads
- Create deals in ActiveCampaign for new leads in Microsoft Dynamics 365 CRM