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Klaviyo + Microsoft Dynamics 365 CRM

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.

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

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    KlaviyoKlaviyo
    Create Profile

    Creates a new Profile. Optionally subscribe the Profile to a channel (email or SMS).

    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 Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

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.
Triggers & Actions