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Kartra + Microsoft Dynamics 365 CRM

Kartra + Microsoft Dynamics 365 CRM

Kartra + Microsoft Dynamics 365 CRM integrations

Add tags to new Microsoft Dynamics 365 CRM leads in Kartra

Effortlessly manage your new leads with this seamless Microsoft Dynamics 365 CRM and Kartra integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will assign a tag to the lead in Kartra, helping you easily identify and categorize them. Stay organized and improve your lead nurturing process with this simple automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  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
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • 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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