Microsoft Dynamics 365 CRM + TouchBasePro

Add new Microsoft Dynamics 365 CRM leads as subscribers in TouchBasePro

Effortlessly stay in touch with new leads from Microsoft Dynamics 365 CRM by adding them as subscribers in TouchBasePro. With this automation, whenever a new lead is captured in your CRM, they'll be added to your selected mailing list in the TouchBasePro app. Focus on nurturing relationships while this workflow takes care of the manual data entry tasks.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Add Subscriber
Adds new email subscriber to selected list.
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
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
- List IDRequired
Trigger
Instant
Try It
- List IDRequired
- Email addressRequired
- Name
- Resubscribe
- ConsentToTrackRequired
- RestartAutoresponders
Action
Write
- Smart email IDRequired
- ToRequired
- Cc
- Bcc
- AddRecipientsToList
- Consent to TrackRequired
Action
Write
- List IDRequired
- Current email addressRequired
- New email address
- Name
- ResubscribeRequired
- ConsentToTrackRequired
- RestartAutoresponders
Action
Write

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
- List IDRequired
Trigger
Instant
Try It
- List IDRequired
Trigger
Instant
Try It
- List IDRequired
- Email AddressRequired
Action
Write
- List IDRequired
- Subscriber email addressRequired
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.

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

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

About TouchBasePro

TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your brand.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + TouchBasePro

Add new Microsoft Dynamics 365 CRM leads as subscribers in TouchBasePro

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)

Unsubscribed Subscriber

List IDRequired

Add Subscriber

List IDRequired

Email addressRequired

Name

Resubscribe

ConsentToTrackRequired

RestartAutoresponders

Send Smart Email

Smart email IDRequired

ToRequired

Cc

Bcc

AddRecipientsToList

Consent to TrackRequired

Update Subscriber

List IDRequired

Current email addressRequired

New email address

Name

ResubscribeRequired

ConsentToTrackRequired

RestartAutoresponders

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info