Microsoft Dynamics 365 CRM + Stannp

Create letters in Stannp for new leads in Microsoft Dynamics 365 CRM

Streamline your new lead management and enhance communication by automating the welcome letter process. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow promptly generates and sends a personalized letter through the Stannp app. This efficient method saves time and ensures a swift, professional response, leaving a lasting positive impression on your clients.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Letter
Creates a letter which is then printed and dispatched.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- Group NameRequired
Action
Write
- TestRequired
- Recipient Address 1Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal CodeRequired
- Recipient Country Code
- Postcard Size
- Front
- Template
- Back Message
- Signature
- Addons
- Recipient Title
- Recipient First Name
- Recipient Lastname / Fullname
- Recipient Company
- Recipient Job Title
- Idempotency Key
- Tags
Action
Write
- Start dateRequired
- End dateRequired
- Filter by Status
- Filter by Tags
Action
Write
- Recipient Address 1Required
- Recipient Address 2
- Recipient TownRequired
- Recipient County / StateRequired
- Recipient Postal Code / Zip codeRequired
- Recipient Country CodeRequired
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 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
- GroupRequired
- What Do We Do With DuplicatesRequired
- How should we match duplicatesRequired
- Address Line 1Required
- Postal CodeRequired
- Title
- First Name
- Last Name or Full Name
- Job Title
- Company
- Address Line 2
- Address Line 3
- Town or City
- County or State
- Country Code
- Idempotency Key
Action
Write
- TestRequired
- Recipient Address 1Required
- Recipient Address 2
- Recipient Town
- Recipient County / State
- Recipient Postal CodeRequired
- Recipient Country Code
- Recipient Title
- Recipient Firstname
- Recipient Lastname / Fullname
- Recipient Job Title
- Recipient Company
- File
- Template
- Pages
- Duplex
- Transactional
- Addons
- Size
- Idempotency Key
- Tags
Action
Write
- TestRequired
- Recipient ID
- Size
- Front
- Template
- Addons
- Tags
Action
Write
- Start dateRequired
- End dateRequired
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

Related categories

Similar apps

About Stannp

Stannp is a service for posting real, physical direct mail such as postcards or letters to recipients' mail boxes, anywhere in the world.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create letters in Stannp when contacts are updated in Microsoft Dynamics 365 CRM

Create postcards in Stannp for new contacts in Microsoft Dynamics 365 CRM

Create postcards in Stannp for new leads in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Stannp

Create letters in Stannp for new leads in Microsoft Dynamics 365 CRM

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

Create Recipient Group

Create Postcard

Get Mailpieces

Validate Addresses

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

Add Recipient

Create Letter

Create Postcard via Recipient ID

Get Reporting Summary

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Stannp

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates