Autopilot Journeys + Microsoft Dynamics 365 CRM Integrations

How to connect Autopilot Journeys + Microsoft Dynamics 365 CRM

Zapier lets you send info between Autopilot Journeys and Microsoft Dynamics 365 CRM automatically—no code required.

When this happens...

Contact Added

Triggers when a contact is newly added.

automatically do this!

Add Contact

Adds a new contact.

Supported triggers and actions

What does this mean?

Contact Added
Triggers when a contact is newly added.
Trigger
Instant
Contact Added to List
Triggers when a contact is newly added to list.
Trigger
Instant
Contact Removed From List
Triggers when a contact is removed from a list.
Trigger
Instant
Contact Unsubscribes
Triggers when a contact unsubscribes from Autopilot.
Trigger
Instant
Add Contact to List
Adds a new contact and adds them to a list.
Action
Write

Add Contact
Adds a new contact.
Action
Write
Delete Contact
Deletes an existing contact.
Action
Write

Unsubscribe Contact
Unsubscribes contact from all emails.
Action
Write

Microsoft Dynamics 365 CRM
Triggers when a new account is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a new contact is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a contact has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a new lead is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a lead has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a new opportunity is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when an opportunity has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Creates a new account.
Scheduled
Action
Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field
Scheduled
Action

How Autopilot Journeys + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate Autopilot Journeys + Microsoft Dynamics 365 CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Autopilot Journeys + Microsoft Dynamics 365 CRM

About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.