Microsoft Dynamics 365 CRM + SmartReach

Create SmartReach prospects from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales outreach with this automation workflow between Microsoft Dynamics 365 CRM and SmartReach. When you receive a new lead in Microsoft Dynamics 365 CRM, this workflow will create a prospect in the SmartReach app, streamlining your sales process, and ensuring consistent follow-up with potential customers. Save time and stay organized by letting this workflow handle your lead management tasks.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Prospect
Creates a prospect.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Link Click
Triggers when a prospect clicks a link (if click tracking is enabled on the campaign).
Trigger
Instant
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New Invalid Email
Triggers when a prospect's email is found to be invalid.
Trigger
Instant
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New Opened Email
Triggers when a prospect opens an email from a campaign (if open tracking is enabled on the campaign).
Trigger
Instant
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New Reply
Triggers when a new reply is received.
Trigger
Instant
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Create Prospect
Creates a prospect.
Action
Write
Assign Prospect to Campaign
Assigns prospect to a campaign.
Action
Write
- EmailRequired
Action
Write
- EmailRequired
- Tags (give comma-separated tags e.g.: tag1,tag2)Required
Action
Write
Update Prospect
Updates an existing prospect based on email address.
Action
Write
- EmailRequired
Action
Search or write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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 Campaign Completed for Prospect
Triggers when a campaign is completed for a prospect.
Trigger
Instant
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Email Sent
Triggers when an email is sent to a prospect.
Trigger
Instant
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Updated Prospect Category
Triggers when a prospect's category is updated.
Trigger
Instant
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New Opt Out From Campaign
Triggers when a prospect opts out of a campaign via opt-out link.
Trigger
Instant
Try It
- EmailRequired
- Tags (give comma-separated tags e.g.: tag1,tag2)Required
Action
Write
- DomainRequired
Action
Write
- EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- EmailRequired
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.

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Related categories

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Zapier Interfaces

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

About SmartReach

SmartReach.io is a sales automation platform that helps you automate sending cold-emails and follow-ups from your mailbox and running email outreach campaigns with built-in tools.

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PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + SmartReach

Create SmartReach prospects from new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

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)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Link Click

New Invalid Email

New Opened Email

New Reply

Create Prospect

Assign Prospect to Campaign

Add Email to "Do Not Contact" List

EmailRequired

Remove Tags From Prospect

EmailRequired

Tags (give comma-separated tags e.g.: tag1,tag2)Required

Update Prospect

Find or Create Prospect

EmailRequired

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Invoice

Info

Owner

Update Account

Info