Hippo Video + Microsoft Dynamics 365 CRM

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

Enhance your customer interactions by sending personalized videos every time a new contact is added in Microsoft Dynamics 365 CRM. This workflow automatically creates and sends a customized video using Hippo Video, helping you provide a unique and engaging experience for your clients while saving time on manual tasks. Strengthen your relationships while maintaining productivity with this seamless automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Send Personalized Video
Send personalized video.
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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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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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
Annotation Clicked
Triggers when ever a visitor clicks the annotation in a video.
Trigger
Instant
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Lead Generated
Triggers when ever a video generates a new lead.
Trigger
Instant
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Salespage Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a salespage.
Trigger
Instant
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Video Render Completion
Triggers when ever a personalized video is generated
Trigger
Instant
Try It
- VideosRequired
- EmailRequired
- 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 URLRequired
- Video TitleRequired
Action
Write

Account Updated
Triggers when an account is updated.
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 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
Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a video.
Trigger
Instant
Try It
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
- EmailRequired
- Assign To
- First Name
- Last Name
- Company Name
Action
Write
- EmailRequired
- VideosRequired
- Sales pagesRequired
- Email TemplatesRequired
- First Name
- Last Name
- Company Name
- Mobile Number
- Phone Number
- Country
- Title
- State
- Address
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.

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 more Help

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Hippo Video + Microsoft Dynamics 365 CRM

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

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

Annotation Clicked

Lead Generated

Salespage Call to Action Clicked

Video Render Completion

Send Video Personalization Request

VideosRequired

EmailRequired

First Name

Last Name

Company Name

Mobile Number

Phone Number

Country

Title

State

Address

Humanize script

Hippovideo token for background video

Website URL

Upload Video

Video Upload URLRequired

Video TitleRequired

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity