Microsoft Dynamics 365 CRM + SmartEmailing

Create or update SmartEmailing contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads with this automation workflow that connects Microsoft Dynamics 365 CRM and SmartEmailing. When a new lead is added in Microsoft Dynamics 365 CRM, this seamless process will create or update a contact in SmartEmailing, saving you time and ensuring that your contacts are always up to date. Keep your focus on nurturing leads, while this workflow takes care of the contact management for you.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create or Update Contact
Creates or updates a contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- Contact List
Trigger
Scheduled
Try It
- Contact List
Trigger
Scheduled
Try It
- Email AddresRequired
- Confirmation Email
- Confirmation Thank You Page
- Processing Purposes
- Subscribed Contact Lists
- When Contact Exists Is in List
- Thanks or Error Page
- First Name
- Last Name
- Cellphone
- Phone
- Notes
- Blacklisted
- Hardbounced
- Softbounced
- Gender
- Language
- Titles Before Name
- Titles After Name
- Salution
- Company
- Street
- Town
- ZIP Code
- Country
- Nameday
- Birthday
- Affiliate ID
Action
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
- Get Campaign Sent Stats
Trigger
Instant
Try It
- Unsubscribed Contact Lists
Trigger
Instant
Try It
- Contact ListsRequired
- EmailRequired
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.

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SmartEmailing

SmartEmailing is an e-marketing automation tool in the Czech Republic and the Slovak. With SmartEmailing you can create newsletters, web forms, A/B tests, autoresponders and much more!

Help

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + SmartEmailing

Create or update SmartEmailing contacts from new Microsoft Dynamics 365 CRM leads

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

Contact List

Updated Contact

Contact List

Create or Update Contact

Email AddresRequired

Confirmation Email

Confirmation Thank You Page

Processing Purposes

Subscribed Contact Lists

When Contact Exists Is in List

Thanks or Error Page

First Name

Last Name

Cellphone

Phone

Notes

Blacklisted

Hardbounced

Softbounced

Gender

Language

Titles Before Name

Titles After Name

Salution

Company

Street

Town

ZIP Code

Country

Nameday

Birthday

Affiliate ID

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account