Delighted + Microsoft Dynamics 365 CRM

Send email surveys to new Microsoft Dynamics 365 CRM leads with Delighted

Easily stay engaged with your new leads using this Microsoft Dynamics 365 CRM and Delighted workflow. Once a new lead is added in Dynamics 365 CRM, a personalized email survey will be sent through Delighted to gather their feedback. With this seamless process, you'll enhance the customer experience, gain valuable insights, and improve your lead nurturing efforts.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send Email Survey
Sends an Email platform survey
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Scheduled
Try It
- Person ID
- Email
- Phone NumberRequired
- Name
- Properties
Action
Write
- Person IDRequired
- Created At
- ScoreRequired
- Comment
- Properties
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Phone NumberRequired
- Email
- Name
- Delay
- Properties
Action
Write
- Email
- Phone Number
Action
Search
- Platform ID
- Per Page
- Person ID
- Email
- Phone Number
Action
Search
- EmailRequired
- Phone Number
- Name
- Last Sent At
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Scheduled
Try It
- Person ID
- EmailRequired
- Phone Number
- Name
- Properties
Action
Write
- EmailRequired
- Name
- Last Sent At
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- EmailRequired
- Name
- Delay
- Properties
Action
Write
- EmailRequired
Action
Write
- Platform IDRequired
Action
Search
- Trend ID
- Groups
- Since
- Until
Action
Search

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Dynamics 365 CRM

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

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Delighted + Microsoft Dynamics 365 CRM

Send email surveys to new Microsoft Dynamics 365 CRM leads with Delighted

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Unsubscribe

Add Person to SMS Autopilot

Person ID

Email

Phone NumberRequired

Name

Properties

Add Response

Person IDRequired

Created At

ScoreRequired

Comment

Properties

Remove Person From SMS Autopilot

Person ID

Email

Phone Number

Send SMS Survey

Phone NumberRequired

Email

Name

Delay

Properties

Find Person

Email

Phone Number

List People in Autopilot

Platform ID

Per Page

Person ID

Email

Phone Number

Create Person

EmailRequired

Phone Number

Name

Last Sent At

New Contact

New Custom Entity

Custom EntityRequired