Microsoft Dynamics 365 CRM + Zenvia Conversion

Microsoft Dynamics 365 CRM + Zenvia Conversion integrations

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 ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Send Message TemplateSends a Message Template from any communication channel listed
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Zenvia Conversion

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Zenvia Conversion

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
Successful Call
Triggers when a call to a prospect is successful.
Trigger
Instant
Try It
- The app to listen events from
  Required
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
- Prospect
  Required
Action
Write

- 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
Try It
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
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
- FirstName
  Required
- LastName
- Phones
- Emails
- Category
- Address
- SubLocality
- Locality
- Region
- Country
- ZipCode
- Source
- Campaign
- Medium
- Provider
- ListingUrl
- Comments
- Store
- ProviderLeadId
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 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.

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CRM (Customer Relationship Management)

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