Microsoft Dynamics 365 CRM + Woodpecker.co

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 Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create/Update Prospect
Adds a new prospect or Updates existing prospect in the list of Prospects.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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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
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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- EmailRequired
- 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
- EmailRequired
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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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
Campaign Completed
Triggers when a Woodpecker campaign status changes to COMPLETED.
Trigger
Instant
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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
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Prospect Blacklisted
Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.
Trigger
Instant
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Prospect Interested
Triggers when you mark a prospect who replied as INTERESTED.
Trigger
Instant
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Prospect Maybe Later
Triggers when you mark a prospect who replied as MAYBE LATER.
Trigger
Instant
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Prospect Not Interested
Triggers when you mark a prospect who replied as NOT INTERESTED.
Trigger
Instant
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Prospect Replied
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
Trigger
Instant
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Secondary Reply
Triggers when a secondary reply is found by Woodpecker.
Trigger
Instant
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Manual Task Done
Triggers when a manual task is marked as done.
Trigger
Instant
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- CampaignRequired
- LinkedIn URL
- EmailRequired
- Update Existing Record
- Force changes
- Prospect's Status
- Prospect's Interest Level
- First Name
- Last Name
- 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
- Prospect IDRequired
Action
Write
- Email AddressRequired
Action
Search

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.

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Microsoft Dynamics 365 CRM + Woodpecker.co

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

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)

Email Sent

Follow-Up After Autoreply

Prospect Autoreplied

Prospect Bounced

Prospect Invalid

Prospect Nonresponsive

Prospect Opt Out

Prospect Saved

Manual Task Created

Manual Task Ignored

Create/Update Prospect

EmailRequired

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