Microsoft Dynamics 365 CRM + Zenvia Conversion

Create and send Zenvia Conversion messages for new Microsoft Dynamics 365 CRM contacts

Easily keep your Microsoft Dynamics 365 CRM contacts engaged by promptly sending them personalized messages with this workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a message template from Zenvia Conversation will be sent automatically, making communication more efficient and timely. Strengthen your customer relationships and enhance your outreach strategy with this seamless automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Send Message Template
Sends a Message Template from any communication channel listed
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
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
Successful Call
Triggers when a call to a prospect is successful.
Trigger
Instant
Try It
- The app to listen events fromRequired
Trigger
Instant
Try It
Prospect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Trigger
Instant
Try It
Sale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Trigger
Instant
Try It
New Note
Triggers when a Note is left on a prospect.
Trigger
Instant
Try It
WhatsApp Message Received
Triggers when the business receives a WhatsApp message.
Trigger
Instant
Try It
Close Contact
Closes a contact with the defined close reason. It is very important to configure the zapier integration in Sirena to act as a user.
Action
Write
- ProspectRequired
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
Prospect Archived
Triggers when a prospect is archived.
Trigger
Instant
Try It
Unsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Trigger
Instant
Try It
- Fields
Trigger
Instant
Try It
Reminder Set
Triggers when a prospect reminder is set.
Trigger
Instant
Try It
Visit Logged
Triggers when a prospect visit is logged.
Trigger
Instant
Try It
Prospect Transferred
Triggers when a prospect is transferred to an agent or group.
Trigger
Instant
Try It
WhatsApp Message Sent
Triggers when the business sends a WhatsApp message.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Phones
- Emails
- Category
- Address
- Sub Locality
- Locality
- Region
- Country
- Zip Code
- Source
- Campaign
- Medium
- Provider
- Listing Url
- Comments
- Store
- Provider Lead Id
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 Zenvia Conversion

Zenvia Conversion helps you respond to WhatsApp, Instagram and Facebook Messenger through a centralized account and transform your sales processes in the messaging era.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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Microsoft Dynamics 365 CRM + Zenvia Conversion

Create and send Zenvia Conversion messages for new Microsoft Dynamics 365 CRM contacts

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)

Successful Call

Custom Event Raised

The app to listen events fromRequired

Prospect Created

Sale Loaded (Accepted Quote)

New Note

WhatsApp Message Received

Close Contact

Send Message Template

ProspectRequired

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

AccountRequired

Update Contact

Info

ContactRequired

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Lead

Info