Kixie + Microsoft Dynamics 365 CRM

Update Kixie cadences when Microsoft Dynamics 365 CRM contacts are modified

Keep your sales process seamless by connecting Microsoft Dynamics 365 CRM with Kixie. With this workflow, every time a contact is updated in Microsoft Dynamics 365 CRM, they'll be added to a Cadence in Kixie. This ensures your sales team stays on top of nurturing leads, without manually transferring contact information between platforms.

Keep your sales process seamless by connecting Microsoft Dynamics 365 CRM with Kixie. With this workflow, every time a contact is updated in Microsoft Dynamics 365 CRM, they'll be added to a Cadence in Kixie. This ensures your sales team stays on top of nurturing leads, without manually transferring contact information between platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerScheduled
  2. automatically do this!
    KixieKixie
    Add to Cadence

    Inserts the contact into the selected Kixie Cadence

    ActionWrite
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Supported triggers and actions

  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    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
    • Info

    Trigger
    Scheduled
    Try It