MDirector + Microsoft Dynamics 365 CRM

MDirector + Microsoft Dynamics 365 CRM integrations

Create or update MDirector contacts for new Microsoft Dynamics 365 CRM contacts

Streamline your contact management process between Microsoft Dynamics 365 CRM and MDirector with this seamless workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this automation updates or creates the contact in MDirector, ensuring your marketing campaigns always target the latest prospects. Save time and maintain consistency across both platforms with this efficient contact integration.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create/Update ContactCreates a new contact, or updates an existing contact.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and MDirector

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and MDirector

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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
- Contact ID
- 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 Entity
  Required
- 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
- List
- Tag
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List Id
  Required
- Contact Id
  Required
- Tag name
  Required
Action
Write
- Contact list
- Email
- Mobile
- Name
- Surname
- Second surname
- Birthday
- Sex
- Reference
- Country
- Province
- City
- Postal code
- Allow unsubscription
- Send notifications
- Tags
Action
Write
- Email
  Required
- Movil
- Reason
  Required
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
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)
Action
Search
- Info
- Info_field_enable
- Company Name
- 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
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- List
- Tag
Trigger
Instant
Try It
- List
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
- Links
  Required
Trigger
Instant
Try It
- Landing Page
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List
Trigger
Instant
Try It
- List name
Action
Write
- List Id
  Required
- Contact Id
  Required
- Tag name
  Required
Action
Write
- Email contact
  Required
- Contact List
  Required
Action
Search

About MDirector

MDirector is an Email Marketing and text messaging platform that incorporates a Landing Page builder and Real Time Bidding (RTB) in the same tool.

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Related categories

Marketing

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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CRM (Customer Relationship Management)

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