ActiveTrail + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to ActiveTrail groups as contacts

Effortlessly enhance your email marketing efforts by connecting Microsoft Dynamics 365 CRM to ActiveTrail. With this workflow, every time you have a new lead in Dynamics 365 CRM, they'll be added as a contact to a specified group in ActiveTrail. This ensures that your important contacts stay updated with relevant information and promotions, making customer engagement more efficient and seamless.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Add Contact to Group
Add a new or an existing contact to a specific group (The new contact will be created if not already exists).
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Trigger
Instant
Try It
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Trigger
Instant
Try It
Contact Updated
Triggers when a contact record in ActiveTrail is updated via the API (status or details).
Trigger
Instant
Try It
- Group NameRequired
- Contact EmailRequired
Action
Write
- Message NameRequired
- From NameRequired
- MessageRequired
- Mobile NumberRequired
- Can Unsubscribe?
- Unsubscribe Text
- Send Now?
- Scheduled Date
Action
Write
- Search Group NameRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Contact Added to Group
Triggers when a contact is added to a group (any group).
Trigger
Instant
Try It
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Trigger
Instant
Try It
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Trigger
Instant
Try It
- Group NameRequired
Action
Write
- Status
Action
Write
- Search TermRequired
Action
Search

About ActiveTrail

ActiveTrail is a marketing automation platform designed to help you maintain active relationships with customers, prospects, and user communities.

Learn more Help

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Dynamics 365 CRM

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

Learn more Help

Related categories

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Pipedrive

CRM (Customer Relationship Management)

Insightly

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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ActiveTrail + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to ActiveTrail groups as contacts

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Contact Added via Landing Page

Contact Removed From Group

Contact Updated

Remove Contact From Group

Group NameRequired

Contact EmailRequired

Send SMS Message

Message NameRequired

From NameRequired

MessageRequired

Mobile NumberRequired

Can Unsubscribe?

Unsubscribe Text

Send Now?

Scheduled Date

Find Group

Search Group NameRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Contact

Info

ContactRequired

Update Lead

Info

LeadRequired