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Microsoft Dynamics 365 CRM + Salesforce

Update Salesforce leads with new campaigns when Microsoft Dynamics 365 CRM contacts are modified

Keep your Salesforce campaigns up-to-date with this efficient workflow that connects Microsoft Dynamics 365 CRM and Salesforce. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation adds the lead to a campaign in Salesforce, ensuring your marketing efforts are always aligned with the latest customer information. Stay organized and save time with this seamless integration between the two platforms.

Keep your Salesforce campaigns up-to-date with this efficient workflow that connects Microsoft Dynamics 365 CRM and Salesforce. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation adds the lead to a campaign in Salesforce, ensuring your marketing efforts are always aligned with the latest customer information. Stay organized and save time with this seamless integration between the two platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.