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
Create or Update a Profile and add it to a list you specify. Profiles are single or double opted in based on the list's settings.
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
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Metric
Trigger
Scheduled
Try It
- Channel
Trigger
Scheduled
Try It
- TagRequired
- ListRequired
Action
Write
- List NameRequired
Action
Write
- MetricRequired
- Email AddressRequired
- Event Id
- Value
- Time
- Custom Event Properties
Action
Write
- TagRequired
- ListRequired
Action
Write
- Campaign IDRequired
Action
Write
- List
- Email
- 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
- NameRequired
Action
Search
- NameRequired
Action
Search

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice 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
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or 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
- ListRequired
- Profile IDRequired
Action
Write
- TagRequired
- SegmentRequired
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- NameRequired
Action
Search
- Search NoteRequired
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Search 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
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

Similar apps

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

Related Zap Templates

Update Microsoft Dynamics 365 CRM leads when new Klaviyo events occur

Klaviyo + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads as subscribers in Klaviyo

New Account

New Contact

New Custom Entity

Updated Case/Incident

Info

Updated Invoice

Info

Updated Lead

Info

Updated Opportunity

Info

Updated Order

Info

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Status

Create Invoice

Info

Owner

Create Opportunity

Info

Owner

Update Account

Info

Update Contact

Info

Update Case/Incident

Info

State

Update Lead

Info

Update Order

Info

Find Account

Info

Info Field Enable

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

Search By Email Only

Find Custom Entity

Info

Info Field Enable

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

Search By Email Only

Find Campaign Response

State Code

Find Lead

Info

Info Field Enable

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

Find Order

Info

Info Field Enable

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

Find or Create Contact

Info

Info Field Enable

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

Search By Email Only

Owner

Find or Create Invoice

Info

Info Field Enable

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

Owner

Find or Create Opportunity

Info

Info Field Enable

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

Owner

New Event

Metric

New Profile