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Interact + Microsoft Dynamics 365 CRM

Create Microsoft Dynamics 365 CRM contacts for new Interact leads

Effortlessly manage your leads by connecting Interact and Microsoft Dynamics 365 CRM with this seamless workflow. When a new lead is captured in Interact, a contact is instantly created in Microsoft Dynamics 365 CRM, keeping your customer database up-to-date and ensuring no potential clients slip through the cracks. Spend less time manually transferring information and focus on building relationships with your contacts.

Effortlessly manage your leads by connecting Interact and Microsoft Dynamics 365 CRM with this seamless workflow. When a new lead is captured in Interact, a contact is instantly created in Microsoft Dynamics 365 CRM, keeping your customer database up-to-date and ensuring no potential clients slip through the cracks. Spend less time manually transferring information and focus on building relationships with your contacts.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

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