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Bento + Microsoft Dynamics 365 CRM

Add tags in Bento for new leads in Microsoft Dynamics 365 CRM

Easily organize and manage your new leads in Microsoft Dynamics 365 CRM and Bento with this seamless workflow. When a new lead is created in Microsoft Dynamics 365 CRM, a tag will be added to the corresponding contact in Bento, helping you keep track of your leads in both platforms efficiently. This automation helps you save time and maintain consistency in your lead management process.

Easily organize and manage your new leads in Microsoft Dynamics 365 CRM and Bento with this seamless workflow. When a new lead is created in Microsoft Dynamics 365 CRM, a tag will be added to the corresponding contact in Bento, helping you keep track of your leads in both platforms efficiently. This automation helps you save time and maintain consistency in your lead management process.

  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!
    BentoBento
    Add Tag

    Adds a Tag to Subscriber

    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 Bento

Bento is an email marketing, tracking, and conversation platform. Powered by data, built for ecommerce and SaaS
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Related categories

  • Marketing Automation

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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

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