Create integrations between Instiller and Microsoft Dynamics 365 CRM to automate any workflow

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WHEN THIS HAPPENS

Email Link Clicked

AUTOMATICALLY DO THIS

Update Lead

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly automate workflows with Instiller and Microsoft Dynamics 365 CRM using Zapier's templates.

Our most popular template

Create Instiller workflows for new Microsoft Dynamics 365 CRM contacts
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Create Instiller workflows for new Microsoft Dynamics 365 CRM leads
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Update Instiller workflows when Microsoft Dynamics 365 CRM contacts change
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Create Instiller workflows for new Microsoft Dynamics 365 CRM contacts

Premium

Details

Try it

Create Instiller workflows for new Microsoft Dynamics 365 CRM leads

Premium

Details

Try it

Update Instiller workflows when Microsoft Dynamics 365 CRM contacts change

Premium

Details

Try it

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Instiller and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Campaign Sent
Triggers when a Campaign starts to deliver emails.
Trigger
Instant
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Email Link Clicked
Triggers when a link within an email is clicked.
Trigger
Instant
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Opt-Out Link Clicked
Triggers when Users click the opt-out link within an email.
Trigger
Instant
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- Email AddressRequired
- Reference Code
- Title
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Post Code
- Country
- Mobile
- Telephone
- Date Of Birth
- Gender
- Global Suppression
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
- Custom Field 21
- Custom Field 22
- Custom Field 23
- Custom Field 24
- Custom Field 25
- Custom Field 26
- Custom Field 27
- Custom Field 29
- Custom Field 28
- Custom Field 30
Action
Write
- Workflow API IdentifierRequired
- Email AddressRequired
- Workflow Session Variables
- Journey Label
- Reference Code
- Title
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Post Code
- Country
- Mobile
- Telephone
- Date Of Birth
- Gender
- Global Opt Out
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
- Custom Field 21
- Custom Field 22
- Custom Field 23
- Custom Field 24
- Custom Field 25
- Custom Field 26
- Custom Field 27
- Custom Field 28
- Custom Field 29
- Custom Field 30
Action
Write

- Email Address
- Unique Reference Code
Action
Search
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

Form Submission
Triggers when a user submits a form.
Trigger
Instant
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User Created / Updated
Triggers when a User is created or updated. The response only returns the updated fields.
Trigger
Instant
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- Email AddressRequired
- Global SuppressionRequired
Action
Write
- Email AddressRequired
- List API IdentifierRequired
- SubscribedRequired
- Reference Code
Action
Write
- Campaign ID
- Campaign Code
Action
Search
- Workflow API IdentifierRequired
- Date FromRequired
- Date ToRequired
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been 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
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- 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 Instiller

Instiller makes it easy to create and send beautifully designed email campaigns that display perfectly on both mobile and desktop.

Related categories

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

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CRM (Customer Relationship Management)

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CRM (Customer Relationship Management)

Zapier Interfaces

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

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Create integrations between .css-jwlb5y[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}Instiller and Microsoft Dynamics 365 CRM to automate any workflow

Create your first workflow

Create Instiller workflows for new Microsoft Dynamics 365 CRM contacts

Create Instiller workflows for new Microsoft Dynamics 365 CRM leads

Update Instiller workflows when Microsoft Dynamics 365 CRM contacts change

Create Instiller workflows for new Microsoft Dynamics 365 CRM contacts

Create Instiller workflows for new Microsoft Dynamics 365 CRM leads

Update Instiller workflows when Microsoft Dynamics 365 CRM contacts change

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect Instiller and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

Campaign Sent

Email Link Clicked

Opt-Out Link Clicked

Add / Update User

Email AddressRequired

Reference Code

Title

First Name

Last Name

Company Name

Address Line 1

Address Line 2

Address Line 3

Address Line 4

City

Post Code

Country

Mobile

Telephone

Date Of Birth

Gender

Global Suppression

Custom Field 1

Custom Field 2

Custom Field 3

Custom Field 4

Custom Field 5

Custom Field 6

Custom Field 7

Custom Field 8

Custom Field 9

Custom Field 10

Custom Field 11

Custom Field 12

Custom Field 13

Custom Field 14

Custom Field 15

Custom Field 16

Custom Field 17

Custom Field 18

Custom Field 19

Custom Field 20

Custom Field 21

Custom Field 22

Custom Field 23

Custom Field 24

Custom Field 25

Custom Field 26

Custom Field 27

Custom Field 29

Custom Field 28

Custom Field 30

Trigger Workflow

Workflow API IdentifierRequired

Email AddressRequired

Workflow Session Variables

Journey Label

Reference Code

Title

First Name

Last Name

Create integrations between Instiller and Microsoft Dynamics 365 CRM to automate any workflow