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Microsoft Dynamics 365 CRM + Zoho Campaigns

Add new Zoho Campaigns contacts to Microsoft Dynamics 365 CRM as leads

Easily streamline your lead nurturing process with this time-saving workflow. When a new contact is added in Zoho Campaigns, it will automatically create a lead in Microsoft Dynamics 365 CRM, keeping your sales team aligned and up-to-date. With this seamless connection, you can focus on engaging prospects without the hassle of manual data entry.

Easily streamline your lead nurturing process with this time-saving workflow. When a new contact is added in Zoho Campaigns, it will automatically create a lead in Microsoft Dynamics 365 CRM, keeping your sales team aligned and up-to-date. With this seamless connection, you can focus on engaging prospects without the hassle of manual data entry.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

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  • CRM (Customer Relationship Management)
  • Microsoft

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zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

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