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
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Form Created
Triggers when a new form is created.
Trigger
Scheduled
Try It
- 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

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice 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
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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

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

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

Related Zap Templates

Update Smoove subscribers when Microsoft Dynamics 365 CRM contacts change

Related Zap Templates

Update Smoove subscribers when Microsoft Dynamics 365 CRM contacts change

Microsoft Dynamics 365 CRM + Smoove

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

New Account

New Contact

New Custom Entity

Updated Case/Incident

Info

Updated Invoice

Info

Updated Lead

Info

Updated Opportunity

Info

Updated Order

Info

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Status

Create Invoice

Info

Owner

Create Opportunity

Info

Owner

Update Account

Info

Update Contact

Info

Update Case/Incident

Info

State

Update Lead

Info

Update Order

Info

Find Account

Info

Info Field Enable

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

Search By Email Only

Find Custom Entity

Info

Info Field Enable

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

Search By Email Only

Find Campaign Response

State Code

Find Lead

Info

Info Field Enable

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

Find Order

Info

Info Field Enable

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

Find or Create Contact

Info

Info Field Enable

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

Search By Email Only

Owner

Find or Create Invoice

Info

Info Field Enable

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

Owner

Find or Create Opportunity

Info

Info Field Enable

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

Owner

New Form Created

New Lead

New Subscriber