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Autopilot Journeys + Microsoft Dynamics 365 CRM

Update Autopilot Journeys lists when contacts change in Microsoft Dynamics 365 CRM

Keep your contacts' journey up to date when their details change in Microsoft Dynamics 365 CRM. This workflow will add updated contacts to a specified list in Autopilot Journeys whenever their information is modified in the CRM. Stay organized and ensure your marketing efforts remain effective with this seamless automation.

Keep your contacts' journey up to date when their details change in Microsoft Dynamics 365 CRM. This workflow will add updated contacts to a specified list in Autopilot Journeys whenever their information is modified in the CRM. Stay organized and ensure your marketing efforts remain effective with this seamless automation.

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

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    Autopilot JourneysAutopilot Journeys
    Add Contact to List

    Adds a new contact and adds them to a list.

    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
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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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.
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Related categories

  • Marketing Automation

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