Microsoft Dynamics 365 CRM + Woodpecker.co

Microsoft Dynamics 365 CRM + Woodpecker.co integrations

Create or update Woodpecker.co prospects from new Microsoft Dynamics 365 CRM leads

Efficiently manage your sales prospects with this seamless workflow between Microsoft Dynamics 365 CRM and Woodpecker.co. The moment a new lead is added in your CRM, it instantly creates or updates a prospect in Woodpecker.co, streamlining your sales pipeline and ensuring no promising lead is forgotten. Enhance your team's productivity and stay on top of potential opportunities with this automation solution.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create/Update ProspectAdds a new prospect or Updates existing prospect in the list of Prospects.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Woodpecker.co

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Woodpecker.co

New Account
Triggers when a new account is created.
Trigger
Polling
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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
Email Sent
Triggers when Woodpecker sends an email to prospect from campaign.
Trigger
Instant
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Follow-Up After Autoreply
Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect.
Trigger
Instant
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Prospect Autoreplied
Triggers when you get an autoresponder from a prospect, or when you manually mark a prospect as AUTOREPLIED.
Trigger
Instant
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Prospect Bounced
Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker.
Trigger
Instant
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Prospect Invalid
Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.
Trigger
Instant
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Prospect Nonresponsive
Triggers when a prospect's status is changed to NONRESPONSIVE
Trigger
Instant
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Prospect Opt Out
Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually.
Trigger
Instant
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Prospect Saved
Triggers when a Woodpecker prospect is created or updated.
Trigger
Instant
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Manual Task Created
Triggers when a manual task of any type is created.
Trigger
Instant
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Manual Task Ignored
Triggers when a manual task is marked as ignored.
Trigger
Instant
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- Email
  Required
- LinkedIn URL
- Prospect's Status
- Update Existing Record
- First Name
- Last Name
- Company
- Website
- Tags
- Title
- Phone
- Address
- City
- State
- Country
- Industry
- Snippet 1
- Snippet 2
- Snippet 3
- Snippet 4
- Snippet 5
- Snippet 6
- Snippet 7
- Snippet 8
- Snippet 9
- Snippet 10
- Snippet 11
- Snippet 12
- Snippet 13
- Snippet 14
- Snippet 15
Action
Write
- Prospect ID
  Required
Action
Write
- Email Address
  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
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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
Campaign Completed
Triggers when a Woodpecker campaign status changes to COMPLETED.
Trigger
Instant
Try It
Email Opened
Triggers when a prospect opens your email.
Trigger
Instant
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Link Clicked
Triggers when a prospect clicks on a link in your email.
Trigger
Instant
Try It
Prospect Blacklisted
Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.
Trigger
Instant
Try It
Prospect Interested
Triggers when a prospect is marked as INTERESTED.
Trigger
Instant
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Prospect Maybe Later
Triggers when a prospect's interest level is marked as MAYBE LATER.
Trigger
Instant
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Prospect Not Interested
Triggers when a prospect is marked as NOT INTERESTED.
Trigger
Instant
Try It
Prospect Replied
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
Trigger
Instant
Try It
Secondary Reply
Triggers when a secondary reply is found by Woodpecker.
Trigger
Instant
Try It
Manual Task Done
Triggers when a manual task is marked as done.
Trigger
Instant
Try It
- Campaign
  Required
- Email
  Required
- Update Existing Record
- Force changes
- Prospect's Status
- Prospect's Interest Level
- Contact no earlier than
- First Name
- Last Name
- LinkedIn URL
- Company Name
- Website
- Tags
- Title
- Phone
- Address
- City
- State
- Country
- Industry
- Snippet 1
- Snippet 2
- Snippet 3
- Snippet 4
- Snippet 5
- Snippet 6
- Snippet 7
- Snippet 8
- Snippet 9
- Snippet 10
- Snippet 11
- Snippet 12
- Snippet 13
- Snippet 14
- Snippet 15
Action
Write
- Domain
  Required
Action
Write
- Email
  Required
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 Woodpecker.co

Woodpecker.co helps B2B companies directly contact prospective clients by automated sending of personalized sales emails and follow-ups. Send emails and follow-up sequences automatically from your mailbox and have all the replies detected. Grow your business within the Predictable Revenue methodology by Aaron Ross in outbound, and nurture your inbound leads more personally to build valuable B2B relations.

Learn moreLearn moreHelpHelp

Related categories

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Related Zap Templates

Add new leads in Microsoft Dynamics 365 CRM to Woodpecker.co as prospects in campaigns

Update Woodpecker.co prospects in campaign when Microsoft Dynamics 365 CRM contacts are modified

Update contacts in Microsoft Dynamics 365 CRM to stop follow-ups in Woodpecker.co