Emma + Microsoft Dynamics 365 CRM

Create Emma subscribers for new Microsoft Dynamics 365 CRM leads

Effortlessly keep your marketing lists up to date with this automation. When you have a new lead in Microsoft Dynamics 365 CRM, this workflow will create a subscriber in Emma, allowing you to easily manage contacts and improve your marketing outreach. Stay on top of your leads without any manual work, saving time and maintaining a seamless communication with your potential clients.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Subscriber
This adds a new contact to Emma
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
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
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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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
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Field
Triggers when a new member field is created
Trigger
Instant
Try It
Field Update
Triggers when a field is updated
Trigger
Instant
Try It
Group Delete
Triggers when a group is deleted
Trigger
Instant
Try It
Mailing Finish
Triggers when a mailing is finished
Trigger
Instant
Try It
Member Add to Group
Triggers when a member is added to a group
Trigger
Instant
Try It
Member Remove from Group
Triggers when a member is removed from a group
Trigger
Instant
Try It
Member Update
Triggers when a member is updated
Trigger
Instant
Try It
Message Forward
Triggers when a message is forwarded
Trigger
Instant
Try It
Message Share
Triggers when a member shares a message
Trigger
Instant
Try It
New Unsubscriber
Triggers when a subscriber opts-out
Trigger
Instant
Try It
- Group NameRequired
Action
Write

Account Updated
Triggers when an account is updated.
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 Invoice
Triggers when a new invoice 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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Field Delete
Triggers when a field is deleted
Trigger
Instant
Try It
New Group
Triggers when a new member group is created
Trigger
Instant
Try It
Group Update
Triggers when a group is updated
Trigger
Instant
Try It
New Subscriber
Triggers when a new subscriber is added
Trigger
Instant
Try It
Member Delete
Triggers when a member is deleted
Trigger
Instant
Try It
Member Status Update
Triggers when a member's status is updated
Trigger
Instant
Try It
Message Click
Triggers when a message is clicked
Trigger
Instant
Try It
Message Open
Triggers when a message is opened
Trigger
Instant
Try It
Message Share Click
Triggers when a member shares a link to a message and someone clicks on it
Trigger
Instant
Try It
- EmailRequired
- Event nameRequired
- DataRequired
Action
Write
- Group
- Field Change Autoresponders
- Signup ID
- EmailRequired
Action
Write

About Emma

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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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Emma + Microsoft Dynamics 365 CRM

Create Emma subscribers for new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

New Field

Field Update

Group Delete

Mailing Finish

Member Add to Group

Member Remove from Group

Member Update

Message Forward

Message Share

New Unsubscriber

Create Group

Group NameRequired

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Invoice

Info

Owner

Update Account

Info

AccountRequired

Update Contact