KickoffLabs + Microsoft Dynamics 365 CRM

Update KickoffLabs leads when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM contacts and KickoffLabs leads in sync effortlessly with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will add or update the corresponding lead in KickoffLabs. Stay organized and ensure that your sales and marketing teams have access to the most up-to-date information without manual intervention.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Add or Update Lead
Adds a new lead to your campaign or updates values on a lead.
ActionWrite

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Supported triggers and actions

What does this mean?

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
Lead Generated a Referral
Triggers when a lead gets another lead to signup for your campaign.
Trigger
Instant
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Lead Score Change
Triggers when a leads score changes.
Trigger
Instant
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Lead Marked as Verified
Triggers when a lead clicks on a verification link.
Trigger
Instant
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- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead Parent Social ID
- Lead IP
- Lead Bonus Points
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
- PointsRequired
- MessageRequired
Action
Write
- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Social ID
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
Lead Marked as Fraudulet
Triggers when KickoffLabs has scanned and marked a lead as fraudulent.
Trigger
Instant
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Lead Reward Level Reached
Triggers when a lead achieves a reward level in your campaign.
Trigger
Instant
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Lead Tagged
Triggers when a Lead Tag has been applied to a lead.
Trigger
Instant
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New Lead
Triggers when a new lead is added to your campaign.
Trigger
Instant
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- Lead EmailRequired
Action
Write
Get Campaign Stats
This will return some of your campaign stats.
Action
Write
- Lead EmailRequired
- Campaign Action
Action
Write
- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Lead Parent Social ID
- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead IP
- Lead Bonus Points
Action
Search or write

About KickoffLabs

KickoffLabs allows you to create giveaway campaigns in minutes!

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Related categories

Forms & Surveys

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Zapier Interfaces

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

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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Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

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

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KickoffLabs + Microsoft Dynamics 365 CRM

Update KickoffLabs leads when Microsoft Dynamics 365 CRM contacts are updated

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Lead Generated a Referral

Lead Score Change

Lead Marked as Verified

Add or Update Lead

Lead EmailRequired

Lead Phone Number

Lead First Name

Lead Last Name

Lead Parent Social ID

Lead IP

Lead Bonus Points

Block Lead(s)

Lead EmailRequired

Delete Lead(s)

Lead EmailRequired

Add Points to Lead

Lead EmailRequired

PointsRequired

MessageRequired

Tag Lead Parent

Lead EmailRequired

Tag IDRequired

Verify Lead(s)

Lead Email(s)Required

Find Lead by Email

Lead Email

Social ID

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired