ActiveCampaign + Microsoft Dynamics 365 CRM

Add notes to new Microsoft Dynamics 365 CRM contacts in ActiveCampaign

Keep your CRM and marketing tools effortlessly connected with this seamless workflow. When a new contact is added to Microsoft Dynamics 365 CRM, a corresponding note will be created in ActiveCampaign to help you keep track of your valuable relationships. Save time and ensure consistency across your platforms with this powerful automation.

Keep your CRM and marketing tools effortlessly connected with this seamless workflow. When a new contact is added to Microsoft Dynamics 365 CRM, a corresponding note will be created in ActiveCampaign to help you keep track of your valuable relationships. Save time and ensure consistency across your platforms with this powerful automation.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add Contact Note

    Adds new contact note.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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.
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Related categories

  • Marketing Automation

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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