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Microsoft Dynamics 365 CRM + Spotler Mail+

Add or update contacts and trigger campaigns in Spotler Mail+ for new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by connecting it with Spotler Mail+. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow will automatically add or update the contact in Spotler Mail+ and trigger a pre-defined campaign. This seamless connection ensures that your contacts stay up-to-date and engaged with relevant content, without any manual intervention.

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by connecting it with Spotler Mail+. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow will automatically add or update the contact in Spotler Mail+ and trigger a pre-defined campaign. This seamless connection ensures that your contacts stay up-to-date and engaged with relevant content, without any manual intervention.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Spotler Mail+Spotler Mail+
    Add (Or Update) Contact and Trigger Campaign

    Add a new contact (or update the contact if it already exists) and trigger a campaign for this contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Spotler Mail+

Spotler Mail+ develops and delivers software for professional email marketing automation.

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