Hippo Video + Microsoft Dynamics 365 CRM

Create personalized videos in Hippo Video for new leads in Microsoft Dynamics 365 CRM

Effortlessly engage with new leads by using this automation to send personalized videos when a new lead is added in Microsoft Dynamics 365 CRM. When a new lead is created in the CRM, this workflow will initiate the Hippo Video app to send a customized video message, helping you establish a connection and stand out from the competition. Enhance your sales strategy and save time with this streamlined process.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Send Personalized VideoSend personalized video.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Hippo Video

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Hippo Video

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- 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
- Owner
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
Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a video.
Trigger
Instant
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Video Watched
Triggers whenever a visitor watches a video.
Trigger
Instant
Try It
Video Email Opened
Triggers when ever a contact opens a video email.
Trigger
Instant
Try It
- Email
  Required
- Assign To
- First Name
- Last Name
- Company Name
Action
Write
- Email
  Required
- Videos
  Required
- Sales pages
  Required
- Email Templates
  Required
- First Name
- Last Name
- Company Name
- Mobile Number
- Phone Number
- Country
- Title
- State
- Address
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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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
- Api_docs_info
- 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
Annotation Clicked
Triggers when ever a visitor clicks the annotation in a video.
Trigger
Instant
Try It
Lead Generated
Triggers when ever a video generates a new lead.
Trigger
Instant
Try It
Salespage Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a salespage.
Trigger
Instant
Try It
Video Render Completion
Triggers when ever a personalized video is generated
Trigger
Instant
Try It
- Videos
  Required
- Email
  Required
- First Name
- Last Name
- Company Name
- Mobile Number
- Phone Number
- Country
- Title
- State
- Address
- Humanize script
- Hippovideo token for background video
- Website URL
Action
Write
- Video Upload URL
  Required
- Video Title
  Required
Action
Write

About Hippo Video

Hippo Video is an Interactive Video CX platform that enables sales reps create & share personalized videos at scale to increase engagement.

HelpHelp

Related categories

Sales & CRM

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

Microsoft

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