Kartra + Microsoft Dynamics 365 CRM

Kartra + Microsoft Dynamics 365 CRM integrations

Update Kartra leads when Microsoft Dynamics 365 CRM contacts are updated

Effortlessly maintain up-to-date lead information in your Kartra app with this workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, the corresponding lead in Kartra will be edited to reflect the changes. This automation ensures seamless and efficient lead management, saving you time and enabling better organization.

When this happens...
Updated ContactTriggers when a contact is updated.
TriggerPolling
automatically do this!
Edit LeadEdit an existing lead from your Kartra account.
ActionWrite

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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

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- 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
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
- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Forms
  Required
Trigger
Instant
Try It
- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
Try It
- Page Split Test Link
  Required
- Version
  Required
Trigger
Instant
Try It
- Score
  Required
Trigger
Instant
Try It
- Sequences
  Required
Trigger
Instant
Try It
- Sequences
  Required
Trigger
Instant
Try It
- Tracking Link Category
  Required
- Tracking Links
  Required
Trigger
Instant
Try It
- Lists
  Required
Trigger
Instant
Try It
- Video Categories
  Required
- Videos
  Required
Trigger
Instant
Try It
- Kartra Page Website
  Required
- Page
  Required
Trigger
Instant
Try It
- Calendar
  Required
- Calendar Class
  Required
- Email
  Required
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- Email
  Required
- Lead ID
Action
Write
- Email
  Required
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Write
- Subscription ID
  Required
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a Lead
  Required
- Email
  Required
- Lead ID
Action
Write
- Remove Points From a Lead
  Required
- Email
  Required
- Lead ID
Action
Write
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
Action
Write
Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
Action
Write
- Subscribe Lead to List
  Required
- Email
  Required
- Lead ID
Action
Write
- Tag Category
  Required
- Unassign a Tag
  Required
- Email
  Required
- Lead ID
Action
Write
- Unsubscribe Lead From Sequence
  Required
- Email
  Required
- Lead ID
Action
Write
- Lead Details
- Email
- Lead ID
Action
Search
- Transaction ID
  Required
Action
Search
- Lead ID
- Email
  Required
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Search or write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
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
- 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
- Products
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Products
  Required
Trigger
Instant
Try It
- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Sequences
  Required
Trigger
Instant
Try It
- Lists
  Required
Trigger
Instant
Try It
- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
Try It
- Video Categories
  Required
- Videos
  Required
Trigger
Instant
Try It
- Page Category
  Required
- Page
  Required
Trigger
Instant
Try It
- Tag Category
  Required
- Assign a Tag
  Required
- Email
  Required
- Lead ID
Action
Write
- Calendar
  Required
- Calendar Class
  Required
- Starting Date
- Email
  Required
- Lead ID
Action
Write
- Custom Field Identifier
  Required
- Custom Field Type
  Required
- Custom Field Options
Action
Write
- Lead ID
- Email
  Required
- New Email
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Write
- Subscription ID
  Required
- Subscription Status
  Required
Action
Write
- Transaction ID
  Required
- Amount
- Email
  Required
- Lead ID
Action
Write
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
Action
Write
Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
Action
Write
Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
Action
Write
- Subscribe Lead to Sequence
  Required
- Sequence Step
  Required
- Email
  Required
- Lead ID
Action
Write
- Unsubscribe Lead From List
  Required
- Email
  Required
- Lead ID
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription ID
  Required
Action
Search
- Lead ID
- Email
Action
Search

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.

Learn moreLearn moreHelpHelp

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

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Related Zap Templates

Add tags to new Microsoft Dynamics 365 CRM leads in Kartra