EngageBay Marketing + Microsoft Dynamics 365 CRM

Create EngageBay Marketing contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your marketing contacts with this seamless workflow between Microsoft Dynamics 365 CRM and EngageBay Marketing. As soon as a new lead emerges in your CRM system, this automation creates a corresponding contact in EngageBay Marketing, ensuring your marketing team stays up-to-date and ready to nurture leads into loyal customers.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact.
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
New Company
Triggers when a new company is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is added to your account upon confirmation.
Trigger
Scheduled
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Get Owners
Trigger to get all owners.
Trigger
Scheduled
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Get Tracks
Tigger to get all tracks.
Trigger
Scheduled
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- ListRequired
- LimitRequired
Trigger
Scheduled
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- t_fields
Trigger
Instant
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New Unsubscribe
Triggers when a user unsubscribes from your emails.
Trigger
Scheduled
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Update Contact
Triggers when a contact is updates in your account.
Trigger
Scheduled
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Update Task
Triggers when a task is added in the EngageBay.
Trigger
Scheduled
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- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- EmailRequired
- SubjectRequired
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- EmailRequired
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- TagRequired
- EmailRequired
Action
Write
- Search QueryRequired
Action
Search

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
- TagRequired
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Trigger
Scheduled
Try It
New Event
Triggers when a new event is added to your account upon confirmation.
Trigger
Scheduled
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New Task
Triggers when a new task is added in the EngageBay.
Trigger
Scheduled
Try It
- Field
Trigger
Instant
Try It
- FormsRequired
Trigger
Scheduled
Try It
- Properties
Trigger
Instant
Try It
Update Company
Triggers when a company is updated.
Trigger
Scheduled
Try It
Update Deal
Triggers when a deal is updated in your account.
Trigger
Scheduled
Try It
- SequenceRequired
- EmailRequired
Action
Write
- Name
- Phone Number
- EmailRequired
- Timezone
- Start TimeRequired
- End TimeRequired
Action
Write
- FormRequired
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Search QueryRequired
- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Search or write

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

Learn more Help

Related categories

Marketing Automation

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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

EngageBay Marketing + Microsoft Dynamics 365 CRM

Create EngageBay Marketing contacts from new Microsoft Dynamics 365 CRM leads

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 Company

New Deal

Get Owners

Get Tracks

New Contact in List

ListRequired

LimitRequired

Ticket Created

t_fields

New Unsubscribe

Update Contact

Update Task

Create Contact

EmailRequired

First Name

Last Name

Company

Phone Number

Phone Number (Work)

Phone Number (Home)

Phone Number (Mobile)

Phone Number (Home Fax)

Phone Number (Work Fax)

Website

Website (Skype)

Website (Twitter)

Website (Linkedin)

Website (Facebook)

Website (Xing)

Blog

Website (Google+)

Website (Flickr)

Website (GitHub)

Website (Youtube)

Role

Tags

Address

City

State

Zip Code