Loomly + Microsoft Dynamics 365 CRM

Generate Loomly post ideas for new Microsoft Dynamics 365 CRM leads

Seamlessly turn new Microsoft Dynamics 365 CRM leads into engaging content plans with this efficient workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, it will generate a custom post idea in Loomly, allowing you to easily brainstorm and create targeted content for your potential customers. Save time, stay organized, and optimize your marketing strategy with this streamlined automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Custom Post Idea
Creates a Custom Post Idea in a Calendar.
ActionWrite

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Supported triggers and actions

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
- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
- Item Type
Trigger
Instant
Try It
- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
- Provider
Trigger
Instant
Try It
- CalendarRequired
- Start OnRequired
- End On
- Recurs
- TitleRequired
- Description
- URL
Action
Write

- 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
- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
- To State
Trigger
Instant
Try It
- CalendarRequired
- Provider
Trigger
Instant
Try It
- CalendarRequired
- Provider
Trigger
Instant
Try It
- CalendarRequired
- DateRequired
- SubjectRequired
- Copy
- Facebook
- Twitter
- Instagram
- Pinterest
- LinkedIn
- Photo URL
- Google My Business
- YouTube
- TikTok
- Custom Channel
Action
Write

About Loomly

Loomly is the Brand Success Platform that empowers marketing teams to grow successful brands online through collaboration, publishing & analytics features.

Learn more

Related categories

Social Media Marketing

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

Related categories

Similar apps

Related Zap Templates

Create Loomly post ideas for new Microsoft Dynamics 365 CRM contacts

Related Zap Templates

Create Loomly post ideas for new Microsoft Dynamics 365 CRM contacts

Loomly + Microsoft Dynamics 365 CRM

Generate Loomly post ideas for new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

New Custom Post Idea Created

Item Added to Library

New Comment Left on Post

Post Assignment Updated

Post Edited

Post Publish Required

Create Custom Post Idea

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

New Invite Sent to Collaborator

New Post Created

New Quick Post Created

Post State Updated

Post Publish Failed

Post Publish Successful

Create Quick Post

About Loomly

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates