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CleverReach + Microsoft Dynamics 365 CRM

Create CleverReach contacts from new Microsoft Dynamics CRM contacts

Rather than exporting all your contacts and importing them into your email marketing platform, use Zapier to start automatically adding new contacts to your CleverReach contact list as you go. Once you set up this automation, new Microsoft Dynamics contacts from that point forward are individually added as subscribers on CleverReach.

Rather than exporting all your contacts and importing them into your email marketing platform, use Zapier to start automatically adding new contacts to your CleverReach contact list as you go. Once you set up this automation, new Microsoft Dynamics contacts from that point forward are individually added as subscribers on CleverReach.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    CleverReachCleverReach
    Add/Update Subscriber

    Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.

    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 CleverReach

CleverReach is an email marketing solution that lets you easily create newsletters online and send them to your customers.
Learn more

Related categories

  • Email Newsletters
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