Marketo + Microsoft Dynamics 365 CRM

Update Microsoft Dynamics 365 CRM accounts with new Marketo leads for seamless lead management

Effortlessly keep your sales pipeline updated with this Marketo and Microsoft Dynamics 365 CRM integration. When a new lead is created in Marketo, this workflow will update the corresponding account in Microsoft Dynamics 365 CRM instantly, ensuring your team has the most accurate, up-to-date lead information for efficient follow-ups and conversions. Stay organized and save time with this seamless automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Update Account
Updates an account.
ActionWrite

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Supported triggers and actions

What does this mean?

- Form
Trigger
Scheduled
Try It
New Program
Triggers when a new program is created.
Trigger
Scheduled
Try It
- ListRequired
- LeadRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or 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

- List
- Additional Fields
Trigger
Scheduled
Try It
- List
- Additional Fields
Trigger
Scheduled
Try It
- Partition
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
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

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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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CAPABILITIES

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Marketo + Microsoft Dynamics 365 CRM

Update Microsoft Dynamics 365 CRM accounts with new Marketo leads for seamless lead management

New Form Submission

Form

New Program

Add Lead to List

LeadRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Lead

E-Mail AddressRequired

Additional fields to retrieve

Partition

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

Update Contact

Info

ContactRequired

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Lead

List

Additional Fields

Updated Lead

List

Additional Fields

Create or Update Lead

Partition

Find Lead

E-Mail AddressRequired

Additional fields to retrieve

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info