Microsoft Dynamics 365 CRM + The Value Builder System™

Initiate contact nurture cycle in The Value Builder System™ for new contacts in Microsoft Dynamics 365 CRM

Effortlessly nurture your new contacts in Microsoft Dynamics 365 CRM by activating a personalized nurture cycle in The Value Builder System™ with this workflow. As soon as a new contact is added to your CRM, this automation connects it to The Value Builder System™, initiating a tailored nurture cycle to engage and retain valuable prospects. Save time and enhance your customer relationships by automating this essential process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Activate Contact Nurture Cycle
Activate Nurture Cycle - Activate Nurture Cycle for contact
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
Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Trigger
Instant
Try It
Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Trigger
Instant
Try It
Engagement Program Activated
Triggers when an engagement program is activated for a contact.
Trigger
Instant
Try It
Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
Trigger
Instant
Try It
- EmailRequired
Action
Write
- EmailRequired
- SubjectRequired
- NoteRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Company NameRequired
- CountryRequired
Action
Write
- ToRequired
- SubjectRequired
- Body TypeRequired
- BodyRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
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
New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Trigger
Instant
Try It
Opened Email by Contact
Triggers when a contact opens an email.
Trigger
Instant
Try It
Sent Email to Contact
Triggers when a contact is sent an email.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to Value Builder.
Trigger
Instant
Try It
Update Contact
Triggers when a specified property is updated on any contact.
Trigger
Instant
Try It
- EmailRequired
- TitleRequired
- DescriptionRequired
- DateRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
- What is the purpose of opening this engagement?Required
- Who are you opening the engagement for?Required
- Is the Business Owner paying for the engagement?Required
- Would it be helpful to discuss this engagement with your Customer Success Manager?Required
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Company NameRequired
- CountryRequired
- City
- Address
- Phone
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

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About The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

Related categories

Marketing Automation

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Zapier Interfaces

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

Microsoft Dynamics 365 CRM + The Value Builder System™

Initiate contact nurture cycle in The Value Builder System™ for new contacts 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

Clicked Email by Contact

Open/Click Contact Email

Engagement Program Activated

Unsubscribe Contact From Nurture Cycle

Activate Contact Nurture Cycle

Add Note to Contact

Create Contact From Email

Send Email

Send / Resend Engagement Credentials

Find Contact From 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

New Activity Feed

Opened Email by Contact

Sent Email to Contact

New Contact

Update Contact

Add Event to Contact

Tag Contact

Deactivate Contact Nurture Cycle

Activate Engagement Program to Contact

Update Contact From Email

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

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