Drip + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Drip as subscribers

Effortlessly manage your contacts between Microsoft Dynamics 365 CRM and Drip with this seamless automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update a subscriber in Drip, ensuring your mailing list stays up-to-date. Stay focused on building relationships while this integration takes care of the behind-the-scenes work for you.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create or Update Subscriber
Creates a new subscriber or update an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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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
- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- Account
Trigger
Instant
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- AccountRequired
- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
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- AccountRequired
Trigger
Instant
Try It
- Account IDRequired
- Email AddressRequired
- ActionRequired
- Properties
Action
Write
- AccountRequired
- Campaign IDRequired
- EmailRequired
- Time Zone
- Double Optin
- Starting Email Index
- Tags
- Custom Fields
- Reactivate if Removed
Action
Write
- Account IDRequired
- Email AddressRequired
- Custom Fields
- Tags
- New Email Address
- Time Zone
- Subscriber Status
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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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
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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
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- Account IDRequired
- Email AddressRequired
- TagRequired
Action
Write
- Account IDRequired
- Email AddressRequired
- TagRequired
Action
Write
- AccountRequired
- Campaign
- Email AddressRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Drip

Automate your ecommerce marketing at scale. Drip is your ecommerce marketing engine. Build personalized customer experiences, drive more revenue, and take your marketing strategy to the next level with Drip.

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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.

Learn more Help

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Drip + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Drip as subscribers

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 Email Bounced

AccountRequired

New Trigger Link Click

AccountRequired

Complete Campaign

AccountRequired

New Custom Event

AccountRequired

Remove Subscriber Tag

Account

New Campaign Subscription

AccountRequired

AccountRequired

New Campaign Unsubscribe

AccountRequired

New Page Visit

AccountRequired

Trigger Event

Account IDRequired

Email AddressRequired

ActionRequired

Properties

Subscribe to Campaign

AccountRequired

Campaign IDRequired

EmailRequired

Time Zone

Double Optin

Starting Email Index

Tags

Custom Fields

Reactivate if Removed

Create or Update Subscriber

Account IDRequired

Email AddressRequired

Custom Fields

Tags

New Email Address

Time Zone

Subscriber Status