ClickFunnels Classic + Microsoft Dynamics 365 CRM

Create ClickFunnels contact optins for new Microsoft Dynamics 365 CRM contacts

Easily manage your new contacts in Microsoft Dynamics 365 CRM and stay connected with them through ClickFunnels by setting up this automation. When a new contact is added in Microsoft Dynamics 365 CRM, the workflow will create a Contact Optin in ClickFunnels, keeping both platforms up-to-date and ensuring a seamless customer experience. Save time and improve efficiency with this seamless integration between your CRM and marketing platforms.

Easily manage your new contacts in Microsoft Dynamics 365 CRM and stay connected with them through ClickFunnels by setting up this automation. When a new contact is added in Microsoft Dynamics 365 CRM, the workflow will create a Contact Optin in ClickFunnels, keeping both platforms up-to-date and ensuring a seamless customer experience. Save time and improve efficiency with this seamless integration between your CRM and marketing platforms.

  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!
    ClickFunnels ClassicClickFunnels Classic
    Create Contact Optin

    Creates a new opt-in for an email.

    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
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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clickfunnels-classic logo

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.
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  • 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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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