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Makesbridge + Microsoft Dynamics 365 CRM

Add qualified Makesbridge contacts as Dynamics Leads

In order to be as efficient as possible, your CRM should not have unqualified contacts. Start this Makesbridge-Dynamics integration and you'll add contacts instantly when they become qualified based on conditions you set Makesbridge. Once it's active, Zapier will send qualified leads from Makesbridge to Dynamics automatically. Use your Makesbridge account to create Zapier export options and select the one.

In order to be as efficient as possible, your CRM should not have unqualified contacts. Start this Makesbridge-Dynamics integration and you'll add contacts instantly when they become qualified based on conditions you set Makesbridge. Once it's active, Zapier will send qualified leads from Makesbridge to Dynamics automatically. Use your Makesbridge account to create Zapier export options and select the one.

  1. When this happens...
    MakesbridgeMakesbridge
    New Exported Contact From Autobot

    Triggers when a contact opens, clicks or visits your website. You may also select custom export triggers from your Makesbridge account.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Export EventRequired

    Trigger
    Instant
    Try It
    • List

    • Enter Tag label or insert Value from field

    Action
    Write
    • EmailRequired

    • Select WorkflowRequired

    • Select ActionRequired

    • Enter Tag label or insert Value from field

    Action
    Write
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Export EventRequired

    • Workflow Option Zaps

    Trigger
    Instant
    Try It
    • EmailRequired

    • Select WorkflowRequired

    • Select Action

    • Enter Tag label or insert Value from field

    Action
    Write
    • EmailRequired

    Action
    Write
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About Makesbridge

Makesbridge is a sales and marketing automation tool that grows contact lists, nurtures prospects, sends mass emails, and generates sales.
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Related categories

  • Marketing Automation

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