KickoffLabs + Microsoft Dynamics 365 CRM

Update KickoffLabs leads when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM contacts and KickoffLabs leads in sync effortlessly with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will add or update the corresponding lead in KickoffLabs. Stay organized and ensure that your sales and marketing teams have access to the most up-to-date information without manual intervention.

When this happens...
Updated Contact
Triggers when a contact is updated.
TriggerPolling
automatically do this!
Add or Update Lead
Adds a new lead to your campaign or updates values on a lead.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
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 typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
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 EntityRequired
- 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 EntityRequired
- 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
Lead Generated a Referral
Triggers when a lead gets another lead to signup for your campaign.
Trigger
Instant
Try It
Lead Score Change
Triggers when a leads score changes.
Trigger
Instant
Try It
Lead Marked as Verified
Triggers when a lead clicks on a verification link.
Trigger
Instant
Try It
- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead Parent Social ID
- Lead IP
- Lead Bonus Points
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
Action
Write
- Lead EmailRequired
- PointsRequired
- MessageRequired
Action
Write
- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Social ID
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
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 EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 NameRequired
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
Lead Marked as Fraudulet
Triggers when KickoffLabs has scanned and marked a lead as fraudulent.
Trigger
Instant
Try It
Lead Reward Level Reached
Triggers when a lead achieves a reward level in your campaign.
Trigger
Instant
Try It
Lead Tagged
Triggers when a Lead Tag has been applied to a lead.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added to your campaign.
Trigger
Instant
Try It
- Lead EmailRequired
Action
Write
Get Campaign Stats
This will return some of your campaign stats.
Action
Write
- Lead EmailRequired
- Campaign Action
Action
Write
- Lead EmailRequired
- Tag IDRequired
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email(s)Required
Action
Write
- Lead Email
- Lead Parent Social ID
- Lead EmailRequired
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead IP
- Lead Bonus Points
Action
Search or write

About KickoffLabs

KickoffLabs allows you to create giveaway campaigns in minutes!

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

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

Related categories

Similar apps

KickoffLabs + Microsoft Dynamics 365 CRM

Update KickoffLabs leads when Microsoft Dynamics 365 CRM contacts are updated

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Lead Generated a Referral

Lead Score Change

Lead Marked as Verified

Add or Update Lead

Block Lead(s)

Delete Lead(s)

Add Points to Lead

Tag Lead Parent

Verify Lead(s)

Find Lead by Email

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Lead Marked as Fraudulet

Lead Reward Level Reached

Lead Tagged

New Lead

Approve Lead(s)

Get Campaign Stats

Action - Mark as Complete for Lead

Tag Lead

Remove Lead(s) From Leaderboard

Add Lead(s) Back to Leaderboard

Find or Add a Lead

About KickoffLabs

Related categories

Similar apps

Zapier Interfaces