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Campaigner + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to Campaigner contacts and assign to a workflow

Effortlessly manage new leads in Microsoft Dynamics 365 CRM by utilizing this workflow to assign contacts to specific campaigns in Campaigner. Whenever a new lead is created in your CRM, this automation will ensure the contact is assigned to the right campaign, streamlining your marketing efforts and helping you maintain organized contact lists. Focus on converting leads while the process is handled seamlessly in the background.

Effortlessly manage new leads in Microsoft Dynamics 365 CRM by utilizing this workflow to assign contacts to specific campaigns in Campaigner. Whenever a new lead is created in your CRM, this automation will ensure the contact is assigned to the right campaign, streamlining your marketing efforts and helping you maintain organized contact lists. Focus on converting leads while the process is handled seamlessly in the background.

  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!
    CampaignerCampaigner
    Assign Contact to Workflow

    Adds contacts to workflow. Make sure that contacts are already in Campaigner.

    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
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Campaigner

Campaigner is a powerful multi-channel marketing platform that has robust features to deliver email and SMS campaigns that help you drive sales.

Related categories

  • Marketing
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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.
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