Microsoft Dynamics 365 CRM + Smoove

Add and update Smoove subscribers for new Microsoft Dynamics 365 CRM contacts

Automate your CRM and email marketing with this Microsoft Dynamics 365 CRM and Smoove workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will update or add their information as a subscriber in Smoove. Save time and ensure seamless communication between your CRM and email campaigns by keeping subscriber data up-to-date.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Add / Update Subscriber
Add a new subscriber to a list of your choosing.
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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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 List Created
Triggers when a new list is created.
Trigger
Scheduled
Try It
- Automation ActionsRequired
Trigger
Scheduled
Try It
- Seniority Level (In Days)Required
Trigger
Scheduled
Try It
- Subscribe to ListsRequired
- Unsubscribe From Lists
- Update if Subscriber Exists?Required
- Restore From Recycle Bin?Required
- Restore if Unsubscribed?Required
- Can Receive Emails
- Can Receive Sms
- External ID
- Email
- Cellphone
- First Name
- Last Name
- Date of Birth
- Country
- City
- Address
- Phone
- Company Name
- Position
Action
Write
- ByRequired
- QueryRequired
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 Form Created
Triggers when a new form is created.
Trigger
Scheduled
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- FormRequired
Trigger
Scheduled
Try It
New Subscriber
Triggers when a new subscriber is added.
Trigger
Scheduled
Try It
- List internal nameRequired
- List description
- Allow to Unsubscribe
- Show to contacts
- Public list name
- Public list description
- Open for subscriptions
Action
Write
- Identify ByRequired
- Identify ValueRequired
- Unsubscribe ReasonRequired
Action
Write
- ByRequired
- QueryRequired
- Subscribe to ListsRequired
- Unsubscribe From Lists
- Update if Subscriber Exists?Required
- Restore From Recycle Bin?Required
- Restore if Unsubscribed?Required
- Can Receive Emails
- Can Receive Sms
- External ID
- Email
- Cellphone
- First Name
- Last Name
- Date of Birth
- Country
- City
- Address
- Phone
- Company Name
- Position
Action
Search or 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

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Zapier Interfaces

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

About Smoove

Smoove is an all-in-one tool for marketing processes, including email and SMS marketing, landing page creation, marketing automation, and more.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

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Microsoft Dynamics 365 CRM + Smoove

Add and update Smoove subscribers for new Microsoft Dynamics 365 CRM contacts

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 List Created

Automation Trigger

Automation ActionsRequired

Subscriber Reached Seniority

Seniority Level (In Days)Required

Add / Update Subscriber

Subscribe to ListsRequired

Unsubscribe From Lists

Update if Subscriber Exists?Required

Restore From Recycle Bin?Required

Restore if Unsubscribed?Required

Can Receive Emails

Can Receive Sms

External ID

Email

Cellphone

First Name

Last Name

Date of Birth

Country

City

Address

Phone

Company Name

Position

Find Subscriber

ByRequired

QueryRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info