Klaviyo + Microsoft Dynamics 365 CRM
Update Microsoft Dynamics 365 CRM leads when new Klaviyo events occur
Effortlessly keep your contacts up-to-date with this Klaviyo and Microsoft Dynamics 365 CRM integration. Each time a new event occurs in Klaviyo, this workflow ensures that the corresponding lead in Microsoft Dynamics 365 CRM is updated. Save time and maintain accurate information across both platforms with this seamless automation.
Effortlessly keep your contacts up-to-date with this Klaviyo and Microsoft Dynamics 365 CRM integration. Each time a new event occurs in Klaviyo, this workflow ensures that the corresponding lead in Microsoft Dynamics 365 CRM is updated. Save time and maintain accurate information across both platforms with this seamless automation.
- When this happens...
New EventTriggers on a new event. Optional filtering by metric.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update LeadUpdates a lead.
ActionWriteCreate a new record or update an existing record in your app.
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TagRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricRequired
Email AddressRequired
Event Id
Value
Time
Custom Event Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
Email
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
SMS Subscription Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Phone Number
SMS Subscription Type (only when SMS number is provided)
Attributes Note
Profiles Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ChannelRequired
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Profile IDRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
Consent to subscribe to Channel
SMS Subscription Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile IdRequired
Email
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifiers Note
Profile ID
Email
Phone Number
Consent Note
Consent to subscribe to ChannelRequired
SMS Subscription Type
List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch NoteRequired
Email
Phone Number
Secondary Search by Phone Number
List
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch NoteRequired
Email
Phone Number
Secondary Search by Phone Number
List
First Name
Last Name
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
SMS Subscription Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Klaviyo
Related categories
About Microsoft Dynamics 365 CRM
Related categories
Related Zap Templates
- Add new Microsoft Dynamics 365 CRM leads as subscribers in Klaviyo
- Update Microsoft Dynamics 365 CRM contacts when new Klaviyo events occur
- Create new Microsoft Dynamics 365 CRM accounts from Klaviyo events for seamless management
- Create leads in Microsoft Dynamics 365 CRM from new events in Klaviyo
- Create profiles in Klaviyo with every new lead in Microsoft Dynamics 365 CRM