MailUp + Microsoft Dynamics 365 CRM

Create emails in MailUp for new leads in Microsoft Dynamics 365 CRM

Effortlessly stay on top of your leads with this seamless workflow between Microsoft Dynamics 365 CRM and MailUp. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a personalized email will be sent via MailUp, ensuring timely communication and helping to nurture business relationships. Save time and enhance your lead management process with this simple automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
New Send Email
Sends the specified message (previously created in MailUp in the specified List) to the email address specified.
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
- ListRequired
Trigger
Scheduled
Try It
- ListRequired
Trigger
Scheduled
Try It
- ListRequired
Trigger
Scheduled
Try It
- Target ListRequired
- SubjectRequired
- ContentRequired
- Notes
Action
Write
- Target ListRequired
- Group NameRequired
- Notes
- Deletable
Action
Write
- Source ListRequired
- Email MessageRequired
- Target Email AddressRequired
Action
Write
- Recipient to RemoveRequired
- Source ListRequired
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
- ListRequired
- MessageRequired
Trigger
Scheduled
Try It
- ListRequired
Trigger
Scheduled
Try It
- ListRequired
Trigger
Scheduled
Try It
- ListRequired
Trigger
Scheduled
Try It
- Target ListRequired
- Target GroupRequired
- EmailRequired
Action
Write
- Target ListRequired
- EmailRequired
Action
Write
- Source MessageRequired
- Target ListRequired
- Target GroupRequired
Action
Write

About MailUp

MailUp is your complete email delivery solution. Send newsletters, create blog digests from RSS feeds, send automated messages when certain conditions occur. Advanced email marketing tools made easy.

Learn more Help

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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.

Learn more Help

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By team

MailUp + Microsoft Dynamics 365 CRM

Create emails in MailUp for new leads 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)

New Email Message Template

ListRequired

New Group

ListRequired

New Recipient Subscribed

ListRequired

Create New Email Message

Target ListRequired

SubjectRequired

ContentRequired

Notes

Create New Group

Target ListRequired

Group NameRequired

Notes

Deletable

New Send Email

Source ListRequired

Email MessageRequired

Target Email AddressRequired

Remove Recipient From List

Recipient to RemoveRequired

Source ListRequired

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

Status

Update Account

Info

AccountRequired