ClickFunnels Classic + Microsoft Dynamics 365 CRM

Create ClickFunnels contact profiles for new Microsoft Dynamics 365 CRM leads

Effortlessly keep your contact profiles updated with this Microsoft Dynamics 365 CRM and ClickFunnels workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a contact profile will be created in ClickFunnels, ensuring your information stays organized and up-to-date across platforms. Stay focused on growing your business while this automation takes care of the details for you.

Effortlessly keep your contact profiles updated with this Microsoft Dynamics 365 CRM and ClickFunnels workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a contact profile will be created in ClickFunnels, ensuring your information stays organized and up-to-date across platforms. Stay focused on growing your business while this automation takes care of the details for you.

  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!
    ClickFunnels ClassicClickFunnels Classic
    Create Contact Profile

    Create or update a Contact Profile 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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