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Kartra + Microsoft Dynamics 365 CRM

Kartra + Microsoft Dynamics 365 CRM

Kartra + Microsoft Dynamics 365 CRM integrations

Update contacts in Microsoft Dynamics 365 CRM and assign tags to leads in Kartra

Effortlessly organize your leads in Kartra when a contact update occurs in Microsoft Dynamics 365 CRM using this workflow. Once configured, this automation assigns a specific tag to a lead in Kartra whenever a contact is updated in Microsoft Dynamics 365 CRM, streamlining your lead management and ensuring your marketing campaigns are targeted and efficient.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Assign Tag to Lead
    Assign Tag to Lead
    Assign Tag to LeadAssign a lead to tags in your Kartra account.
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More things you can do with Microsoft Dynamics 365 CRM and Kartra

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
    Polling
    Try It
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About Kartra
Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
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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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