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Klaviyo + Microsoft Dynamics 365 CRM

Klaviyo + Microsoft Dynamics 365 CRM

Klaviyo + Microsoft Dynamics 365 CRM integrations

Create profiles in Klaviyo with every new lead in Microsoft Dynamics 365 CRM

When a new lead is generated in Microsoft Dynamics 365 CRM, this workflow instantly creates a corresponding profile in Klaviyo. This automated process ensures none of your valuable leads fall through the cracks, enhancing your marketing efforts and streamlining the lead nurturing process. Utilize this workflow to maintain up-to-date customer profiles in your Klaviyo system directly from your Microsoft Dynamics 365 CRM leads.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Profile
    Create Profile
    Create ProfileCreates a new Profile. Optionally subscribe the Profile to a channel (email or SMS).
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More things you can do with Microsoft Dynamics 365 CRM and Klaviyo

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Klaviyo

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Klaviyo
Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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