Klaviyo + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM from new events in Klaviyo

Boost your sales and marketing efforts by connecting Klaviyo and Microsoft Dynamics 365 CRM with this seamless workflow. When a new event occurs in Klaviyo, a lead will be created in Microsoft Dynamics 365 CRM, ensuring your team stays updated and can follow up with potential customers efficiently. Enhance your CRM capabilities and stay ahead of the competition with this easy-to-implement automation.

Boost your sales and marketing efforts by connecting Klaviyo and Microsoft Dynamics 365 CRM with this seamless workflow. When a new event occurs in Klaviyo, a lead will be created in Microsoft Dynamics 365 CRM, ensuring your team stays updated and can follow up with potential customers efficiently. Enhance your CRM capabilities and stay ahead of the competition with this easy-to-implement automation.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

    TriggerScheduled
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • Metric

    Trigger
    Scheduled
    Try It
    • Channel

    Trigger
    Scheduled
    Try It
    • TagRequired

    • ListRequired

    Action
    Write
    • List NameRequired

    Action
    Write
    • Audience Type

    Trigger
    Scheduled
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • TagRequired

    • SegmentRequired

    Action
    Write
    • Email

    • First Name

    • Last Name

    • Phone Number

    • Title

    • Organization

    • City

    • Region

    • Country

    • Zip

    • Image URL

    • Unique Id

    • Custom Properties

    • Consent to subscribe to Channel

    Action
    Write
klaviyo logo
klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Learn moreHelp

Related categories

  • Marketing Automation

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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