Microsoft Dynamics 365 CRM + Pardot

Create prospects in Pardot for every new contact in Microsoft Dynamics 365 CRM

Effortlessly keep your marketing and sales teams in sync with this easy-to-use automation. When a new contact is added in Microsoft Dynamics 365 CRM, it will create a prospect in Pardot. This workflow helps maintain seamless communication between your teams, ensuring that every new CRM contact is accounted for in your marketing automation process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Prospect
Triggers when a new Prospect is synced to Pardot.
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
New Prospect
Triggers when a new Prospect is synced to Pardot.
Trigger
Scheduled
Try It
- ListRequired
- ProspectRequired
Action
Write
- NameRequired
- CampaignRequired
- ListsRequired
- From NameRequired
- From EmailRequired
- Subject LineRequired
- Email Body (Text)Required
- Email Body (HTML)
- Tags
- Custom Reply-To Address
- Suppression Lists
- Scheduled Time
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Last Activity At
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Is Do Not Email
- Is Reviewed
- Is Starred
- Is Do Not Call
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
New Form Submission
Triggers when a form is submitted.
Trigger
Scheduled
Try It
New or Updated Prospect
Triggers when a Prospect is created or updated in Pardot.
Trigger
Scheduled
Try It
- Email AddressRequired
- First Name
- Last Name
- Last Activity At
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Is Do Not Email
- Is Reviewed
- Is Starred
- Is Do Not Call
Action
Write
- ProspectRequired
- Email Address
- First Name
- Last Name
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Do Not Email?
- Review Status
- Star Status
- Do Not Call?
Action
Write
- Email AddressRequired
Action
Search

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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About Pardot

Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.

Learn more Help

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Microsoft Dynamics 365 CRM + Pardot

Create prospects in Pardot for every new contact 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 Prospect

Add Prospect to List

ListRequired

ProspectRequired

Send List Email

NameRequired

CampaignRequired

ListsRequired

From NameRequired

From EmailRequired

Subject LineRequired

Email Body (Text)Required

Email Body (HTML)

Tags

Custom Reply-To Address

Suppression Lists

Scheduled Time

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Prospect

Email AddressRequired

First Name

Last Name

Last Activity At

Salutation

Campaign

Address One

Address Two

City

Zip

State

Territory

Country

Website