Create profiles in Klaviyo with every new lead in Microsoft Dynamics 365 CRM
When a new lead is generated in Microsoft Dynamics 365 CRM, this workflow instantly creates a corresponding profile in Klaviyo. This automated process ensures none of your valuable leads fall through the cracks, enhancing your marketing efforts and streamlining the lead nurturing process. Utilize this workflow to maintain up-to-date customer profiles in your Klaviyo system directly from your Microsoft Dynamics 365 CRM leads.
When a new lead is generated in Microsoft Dynamics 365 CRM, this workflow instantly creates a corresponding profile in Klaviyo. This automated process ensures none of your valuable leads fall through the cracks, enhancing your marketing efforts and streamlining the lead nurturing process. Utilize this workflow to maintain up-to-date customer profiles in your Klaviyo system directly from your Microsoft Dynamics 365 CRM leads.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Profile
Creates a new Profile. Optionally subscribe the Profile to a channel (email or SMS).
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