Flexmail + Microsoft Dynamics 365 CRM

Create Microsoft Dynamics 365 CRM leads when new opt-ins are confirmed in Flexmail

This Zapier template automatically creates a lead in Microsoft Dynamics 365 CRM whenever a new opt-in is confirmed in Flexmail. This way, you can easily keep your sales pipeline up-to-date with leads generated through your email marketing efforts. This template helps you track leads generated from your email campaigns and nurture them into paying customers by having all the information in one platform.

When this happens...
Opt-In Confirmation
Triggers when an opt-in gets confirmed.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

Contact Created
Triggers when a contact is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Contact Unsubscribes From Interest
Triggers when a contact unsubscribed from an interest.
Trigger
Instant
Try It
- EmailRequired
- First Name
- Name
- LanguageRequired
- SourceRequired
Action
Write
- EmailRequired
- InterestRequired
Action
Write

- EmailRequired
Action
Search
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
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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

Contact Unsubscribed
Triggers when a contact unsubscribed.
Trigger
Instant
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Contact Subscribed to Interest
Triggers when a contact subscribed to an interest.
Trigger
Instant
Try It
Opt-In Confirmation
Triggers when an opt-in gets confirmed.
Trigger
Instant
Try It
- EmailRequired
Action
Write
- EmailRequired
- InterestRequired
Action
Write
- EmailRequired
- First Name
- Name
- LanguageRequired
- SourceRequired
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

About Flexmail

Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.

Help

Related categories

Email Newsletters

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

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

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Flexmail + Microsoft Dynamics 365 CRM

Create Microsoft Dynamics 365 CRM leads when new opt-ins are confirmed in Flexmail

Contact Created

Contact Updated

Contact Unsubscribes From Interest

Create or Update Contact

First Name

Name

LanguageRequired

SourceRequired

Subscribe Contact to Interest

EmailRequired

InterestRequired

Find Contact

EmailRequired

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

Case/IncidentRequired

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)

Contact Unsubscribed

Contact Subscribed to Interest

Opt-In Confirmation

Unsubscribe a Contact

EmailRequired

Unsubscribe Contact From Interest

EmailRequired

InterestRequired

Find or Create a contact

EmailRequired

First Name

Name

LanguageRequired

SourceRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info