Microsoft Dynamics 365 CRM + The Value Builder System™

Microsoft Dynamics 365 CRM + The Value Builder System™ integrations

Initiate contact nurture cycle in The Value Builder System™ for new contacts in Microsoft Dynamics 365 CRM

Effortlessly nurture your new contacts in Microsoft Dynamics 365 CRM by activating a personalized nurture cycle in The Value Builder System™ with this workflow. As soon as a new contact is added to your CRM, this automation connects it to The Value Builder System™, initiating a tailored nurture cycle to engage and retain valuable prospects. Save time and enhance your customer relationships by automating this essential process.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Activate Contact Nurture CycleActivate Nurture Cycle - Activate Nurture Cycle for contact
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and The Value Builder System™

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and The Value Builder System™

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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
- Contact ID
- 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 Entity
  Required
- 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
Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Trigger
Instant
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Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Trigger
Instant
Try It
Engagement Program Activated
Triggers when an engagement program is activated for a contact.
Trigger
Instant
Try It
Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
Trigger
Instant
Try It
- Email
  Required
Action
Write
- Email
  Required
- Subject
  Required
- Note
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Country
  Required
Action
Write
- To
  Required
- Subject
  Required
- Body Type
  Required
- Body
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
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)
Action
Search
- Info
- Info_field_enable
- Company Name
- 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
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Trigger
Instant
Try It
Opened Email by Contact
Triggers when a contact opens an email.
Trigger
Instant
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Sent Email to Contact
Triggers when a contact is sent an email.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to Value Builder.
Trigger
Instant
Try It
Update Contact
Triggers when a specified property is updated on any contact.
Trigger
Instant
Try It
- Email
  Required
- Title
  Required
- Description
  Required
- Date
  Required
Action
Write
- Email
  Required
- Tag
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
- What is the purpose of opening this engagement?
  Required
- Who are you opening the engagement for?
  Required
- Is the Business Owner paying for the engagement?
  Required
- Would it be helpful to discuss this engagement with your Customer Success Manager?
  Required
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Country
  Required
- City
- Address
- Phone
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.

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About The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

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