Microsoft Dynamics 365 CRM + Robly

Create new Robly contacts from Microsoft Dynamics 365 CRM leads in real time

Effortlessly manage your leads and grow your subscriber base by connecting Microsoft Dynamics 365 CRM to Robly. With this workflow, whenever a new lead is added in Dynamics 365 CRM, a contact will be created in Robly, streamlining your lead nurturing process and ensuring that no potential customer is missed. Save time and stay organized with this easy-to-configure automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Contact
Adds a new contact.
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 Contact
Triggered when a new contact is added.
Trigger
Instant
Try It
- Email ListRequired
- Trigger Autoresponder
- EmailRequired
Action
Write
- Email List
- EmailRequired
- First Name
- Last Name
- Trigger Autoresponder
Action
Write
- EmailRequired
Action
Write
- EmailRequired
Action
Search

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 List
Triggers when a new list is created.
Trigger
Instant
Try It
New Unsubscribed Contact
Triggers when a contact is unsubscribed.
Trigger
Instant
Try It
- List NameRequired
Action
Write
- Email ListRequired
- EmailRequired
Action
Write
- Email List
- EmailRequired
- First Name
- Last Name
Action
Write

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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About Robly

Robly is an email marketing solution designed for beginners and experts alike.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Robly

Create new Robly contacts from Microsoft Dynamics 365 CRM leads in real time

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 Contact

Add Contact to a List

Email ListRequired

Trigger Autoresponder

EmailRequired

Create Contact

Email List

EmailRequired

First Name

Last Name

Trigger Autoresponder

Unsubscribe Contact

EmailRequired

Find Contact

EmailRequired

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