Klaviyo + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads as subscribers in Klaviyo

Easily stay in touch with your new leads from Microsoft Dynamics 365 CRM by automatically adding them as subscribers in your Klaviyo account. With this seamless workflow, you can ensure that every new lead is immediately included in your marketing campaigns and communications, helping you nurture relationships and close deals faster.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Or Update Profile
Finds a subscriber.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
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
- Audience Type
Trigger
Scheduled
Try It
- Profile IDRequired
- ListRequired
Action
Write
- MetricRequired
- Email AddressRequired
- Event Id
- Value
- Time
- Custom Event Properties
Action
Write
- Campaign IDRequired
Action
Write
- List
- EmailRequired
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Write
- Email
- Phone Number
- Attributes Note
- Profiles Note
Action
Write
- NameRequired
- ChannelRequired
- Status
Action
Search
- ListRequired
- EmailRequired
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Search or write
- Search NoteRequired
- EmailRequired
- Phone Number
- Secondary Search by Phone Number
- List
- First Name
- Last Name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- 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
- Metric
Trigger
Scheduled
Try It
- Channel
Trigger
Scheduled
Try It
- 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
- ListRequired
- Profile IDRequired
Action
Write
- Profile IdRequired
- Email
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
- List
Action
Write
- Identifiers Note
- Profile ID
- Email
- Phone Number
- Consent Note
- Consent to subscribe to ChannelRequired
- List
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search NoteRequired
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Legacy Note
- ListRequired
- EmailRequired
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Search or write

About Klaviyo

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

Learn more Help

Related categories

Marketing Automation

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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.

Learn more Help

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

PRODUCTS

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By team

Klaviyo + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads as subscribers in Klaviyo

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)

Profile added to Segment or List

Audience Type

Add Profile to List

Profile IDRequired

ListRequired

Create Event

MetricRequired

Email AddressRequired

Event Id

Value

Time

Custom Event Properties

Send Campaign

Campaign IDRequired

Create Or Update Profile

List

EmailRequired

First Name

Last Name

Phone Number

Title

Organization

City

Region

Country

Zip

Image URL

Unique Id

Custom Properties

Unsubscribe Profile

Email

Phone Number

Attributes Note

Profiles Note

Find Campaign

NameRequired

ChannelRequired

Status

Find or Create Subscriber

ListRequired