Microsoft Dynamics 365 CRM + VBOUT

Add custom events to VBOUT contacts for new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your new leads and track their activities with this Microsoft Dynamics 365 CRM and VBOUT integration. Whenever a new lead is added to Microsoft Dynamics 365 CRM, this workflow will create a custom event for the corresponding contact in VBOUT. Streamline your lead management process, enhance your customer engagements, and boost your marketing strategy with this seamless automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Add Custom Event to a Contact
Adds custom event to a specific contact.
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
- Campaign TypeRequired
Trigger
Scheduled
Try It
- Choose Which ListRequired
- Choose Which PropertyRequired
Trigger
Scheduled
Try It
- Choose a ListRequired
- Email AddressRequired
- IP Address
- StatusRequired
Action
Write
- Email AddressRequired
- Tag NameRequired
Action
Write
- Campaign RecipientsRequired
- Campaign NameRequired
- BodyRequired
- From EmailRequired
- From NameRequired
- Reply ToRequired
- Campaign TypeRequired
- Campaign SubjectRequired
Action
Write
- Email AddressRequired
- Tag NameRequired
Action
Write
- Contact EmailRequired
- ListRequired
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
- Choose Which ListRequired
- Choose Which PropertyRequired
Trigger
Scheduled
Try It
- ListRequired
Trigger
Scheduled
Try It
- Social ChannelRequired
Trigger
Scheduled
Try It
- Choose a ListRequired
- StatusRequired
- Email Address
Action
Write
- Contact EmailRequired
- DescriptionRequired
- DateRequired
Action
Write
- List NameRequired
Action
Write
- MessageRequired
- Social Media ChannelRequired
- Social Media AccountRequired
Action
Write
- Contact EmailRequired
- ListRequired
- New Status
- Update Field ID
- Update Field Value
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 VBOUT

VBOUT is a marketing platform which helps you optimize the customer journey with powerful email, social media and lead intelligence tools.

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 + VBOUT

Add custom events to VBOUT contacts for new leads in Microsoft Dynamics 365 CRM

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 Email Campaign

Campaign TypeRequired

New Contact Property Change (Legacy)

Choose Which ListRequired

Choose Which PropertyRequired

Add Contact to List

Choose a ListRequired

Email AddressRequired

IP Address

StatusRequired

Add Tag to Contact

Email AddressRequired

Tag NameRequired

Create Email Marketing Campaign

Campaign RecipientsRequired

Campaign NameRequired

BodyRequired

From EmailRequired

From NameRequired

Reply ToRequired

Campaign TypeRequired

Campaign SubjectRequired

Remove Tag From Contact

Email AddressRequired

Tag NameRequired

Unsubscribe Contact

Contact EmailRequired

ListRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info