Attentive + Microsoft Dynamics 365 CRM

Create custom events in Attentive for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your leads and communication by connecting Microsoft Dynamics 365 CRM with the Attentive app through this powerful workflow. When you add a new lead in Microsoft Dynamics 365 CRM, this automation triggers a custom event in Attentive, making it easy for you to track lead information and interactions. Enhance your lead management process and save time by integrating these two powerful platforms seamlessly.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Custom Events
Make a call to this endpoint for any event-based data representing user actions.
ActionWrite

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Supported triggers and actions

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 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
Email Message Link Clicked
This event occurs when an email message link is clicked.
Trigger
Instant
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Email Sent
This event occurs when an email message is sent.
Trigger
Instant
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Email Unsubscribed
This event occurs when a user opts out of an email subscription.
Trigger
Instant
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SMS Sent
This event occurs when an SMS message is sent.
Trigger
Instant
Try It
SMS Unsubscribed
This event occurs when a user opts out of an SMS subscription.
Trigger
Instant
Try It
- Phone
- Email
- PropertiesRequired
Action
Write
- Subject Email
- Subject Phone
- Request Message
Action
Write
- Upload IDRequired
Action
Write
- Phone
- Email
- Creative IDRequired
Action
Write
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
Action
Write
- Phone
- Email
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
Custom Attribute Set
This event occurs when a custom attribute is set.
Trigger
Instant
Try It
Email Opened
This event occurs when an email message is opened.
Trigger
Instant
Try It
Email Subscribed
This event occurs when a user opts in to an email subscription.
Trigger
Instant
Try It
SMS Message Link Clicked
This event occurs when an SMS message link is clicked.
Trigger
Instant
Try It
SMS Subscribed
This event occurs when a user opts in to an SMS subscription.
Trigger
Instant
Try It
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
Action
Write
- Phone
- Email
- Event TypeRequired
- Properties
- External Event ID
- Occurred At
Action
Write
- Phone
- Email
Action
Write
View Recent Catalog Uploads
Make a call to this endpoint to list recent catalog uploads with their statuses to gain visibility into the ingestion workflow in order of creation. See the POST of this endpoint for details.
Action
Write
- Phone
- Email
- Message TypeRequired
- Marketing ChannelRequired
Action
Write
- Phone
- Email
- Product Name
- Product IDRequired
- Product Variant IDRequired
- Product Image URL
- Product URL
- PriceRequired
- Currency
- Quantity
- Occurred At
Action
Write

About Attentive

Attentive® is the leader in conversational commerce, reinventing business to consumer communication. Our SMS-first software platform helps everyone from entrepreneurs to enterprises strengthen relationships with their consumers in a new way.

Learn more

Related categories

Marketing

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

Related Zap Templates

Create custom events in Attentive when new contacts are added in Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to Attentive as subscribed users

Add new Microsoft Dynamics 365 CRM contacts to Attentive as subscribed users

Attentive + Microsoft Dynamics 365 CRM

Create custom events in Attentive 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

Email Message Link Clicked

Email Sent

Email Unsubscribed

SMS Sent

SMS Unsubscribed

Custom Attributes

Delete Request

Lookup Product Catalog Ingestion

Subscribe User

Product View

Get Subscription Eligibility for a User

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

Custom Attribute Set

Email Opened

Email Subscribed

SMS Message Link Clicked

SMS Subscribed

Add to Cart

Custom Events

Get Custom Attributes for a User

View Recent Catalog Uploads

Unsubscribe Subscriptions for a User

Purchase

About Attentive

Related categories

About Microsoft Dynamics 365 CRM