MailerSend + Microsoft Dynamics 365 CRM

Create and send template-based emails in MailerSend for new contacts in Microsoft Dynamics 365 CRM

Effortlessly keep your email communication on track with this Microsoft Dynamics 365 CRM and MailerSend automation. Whenever a new contact is added in your Microsoft Dynamics 365 CRM, this workflow will instantly trigger a template-based email through the MailerSend app. Stay on top of your client relationships and nurture leads without any manual efforts, ensuring a seamless and efficient process every time.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Send a Template-Based Email
Send an email based on a template via your MailerSend account.
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
- Domain IDRequired
Trigger
Instant
Try It
- DomainRequired
Trigger
Instant
Try It
- Domain IDRequired
Trigger
Instant
Try It
- DomainRequired
Trigger
Instant
Try It
- SMS number IDRequired
Trigger
Instant
Try It
- From email addressRequired
- Sender Name
- To email addressRequired
- CC email address
- BCC email address
- Email SubjectRequired
- Email Body (HTML)
- Plain-text versionRequired
- Attachment
- Set Attachment as Inline
- Attachment ID
Action
Write
- From SMS numberRequired
- Recipient phone numberRequired
- Text MessageRequired
- Personalization variables
Action
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
- DomainRequired
Trigger
Instant
Try It
- DomainRequired
Trigger
Instant
Try It
- Domain IDRequired
Trigger
Instant
Try It
- DomainRequired
Trigger
Instant
Try It
- SMS number IDRequired
Trigger
Instant
Try It
- SMS number IDRequired
Trigger
Instant
Try It
- From email address
- Sender Name
- To email addressRequired
- CC email address
- BCC email address
- Email Subject
- Template IDRequired
- Personalization variables
- Attachment
- Set Attachment as Inline
- Attachment ID
Action
Write

About MailerSend

MailerSend is a powerful transactional email system built for developers but designed so non-tech teams can contribute without coding.

Learn more

Related categories

Transactional Email

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

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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MailerSend + Microsoft Dynamics 365 CRM

Create and send template-based emails in MailerSend for new contacts in Microsoft Dynamics 365 CRM

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)

Email Is Delivered

Domain IDRequired

Email Is Opened

DomainRequired

Email Is Soft Bounced

Domain IDRequired

Recipient Has Unsubscribed

DomainRequired

SMS Delivery Failed

SMS number IDRequired

Send an Email

From email addressRequired

Sender Name

To email addressRequired

CC email address

BCC email address

Email SubjectRequired

Email Body (HTML)

Plain-text versionRequired

Attachment

Set Attachment as Inline

Attachment ID

Send an SMS

From SMS numberRequired

Recipient phone numberRequired

Text MessageRequired

Personalization variables

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired