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Autoklose + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads as campaign recipients in Autoklose

Effortlessly streamline your sales process with this automation that connects Microsoft Dynamics 365 CRM and Autoklose. When a new lead is created in Microsoft Dynamics 365 CRM, the workflow instantly adds them as a campaign recipient in Autoklose, ensuring a timely and consistent follow-up experience for your potential customers. Stay organized and maximize your outreach efficiency with this seamless integration.

Effortlessly streamline your sales process with this automation that connects Microsoft Dynamics 365 CRM and Autoklose. When a new lead is created in Microsoft Dynamics 365 CRM, the workflow instantly adds them as a campaign recipient in Autoklose, ensuring a timely and consistent follow-up experience for your potential customers. Stay organized and maximize your outreach efficiency with this seamless integration.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    AutokloseAutoklose
    Add Campaign Recipient

    Adds a campaign recipient.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
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About Autoklose

Autoklose is a sales platform that automates email followup and outreach to boost your team’s productivity and performance.

Related categories

  • Email
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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

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