Dux-Soup + Microsoft Dynamics 365 CRM

Dux-Soup + Microsoft Dynamics 365 CRM integrations

Create Dux-Soup profiles for new Microsoft Dynamics 365 CRM leads to streamline messaging

Stay on top of your lead engagement with this seamless workflow between Microsoft Dynamics 365 CRM and Dux-Soup. When a new lead is added in Microsoft Dynamics 365 CRM, a message profile will be created in Dux-Soup for personalized communication. Simplify your lead nurturing process and ensure timely follow-ups by connecting these two essential tools in your sales and marketing efforts.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Message ProfileAdd a Direct Message action to the activity queue.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Dux-Soup

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Dux-Soup

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New LinkedIn Connection Event
Trigger when a connection has been added.
Trigger
Instant
Try It
- Filter
Trigger
Instant
Try It
- Profile URL to disconnect
  Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to enroll
  Required
- Target Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Target Profile URL (Sales Nav only)
  Required
- Message subject to use
  Required
- Message template to use
  Required
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save as lead (SalesNav only)
  Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to tag
  Required
- Tags to apply (comma separated)
  Required
- Delay the action at least until
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Dux-Soup Action Event
Trigger when a queued action executes.
Trigger
Instant
Try It
New LinkedIn Message Event
Trigger when a new message is received.
Trigger
Instant
Try It
- Profile URL to connect
  Required
- Message template to use
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to endorse (regular LI)
  Required
- Top (+) or bottom (-) # skills to endorse, max 5, defaults to 1
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to follow (regular LI)
  Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to message
  Required
- Message template to use
  Required
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save (regular LI)
  Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to visit
  Required
- Delay the action at least until
Action
Write

About Dux-Soup

Dux-Soup is LinkedIn automation software to find leads and engage with prospects.

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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.

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Create Dux-Soup profiles for new contacts in Microsoft Dynamics 365 CRM