Bluetick.io + Microsoft Dynamics 365 CRM

Create custom fields in Bluetick.io for new Microsoft Dynamics 365 CRM leads

Effortlessly keep track of new leads in your Microsoft Dynamics 365 CRM by updating custom fields in Bluetick.io with this seamless workflow. Once set up, this automation will trigger whenever a new lead is added in Microsoft Dynamics 365 CRM, and then update the corresponding custom field in Bluetick.io, ensuring your marketing and sales efforts are always up-to-date and relevant.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Set Custom Field
Adds or updates a Custom Field on an existing 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
- Sequence
Trigger
Instant
Try It
- Sequence
- Exclude Duplicates?
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- SequenceRequired
- Starting Step
- From Email Address
- Contact Email AddressRequired
- ContactHelp
- First Name
- Last Name
- Title or Position
- Company Name
- Create/Update Custom Fields
Action
Write
- Primary Email AddressRequired
- First Name
- Last Name
- Title or Position
- Company Name
Action
Write
- ContactRequired
- SequenceRequired
- ActionRequired
Action
Write
- ContactRequired
- Primary Email AddressRequired
- First Name
- Last Name
- Title or Position
- Company Name
Action
Search or 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
- Sequence
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- ContactRequired
- SequenceRequired
Action
Write
- ContactRequired
- Custom Field NameRequired
- Custom Field Value
Action
Write
- ContactRequired
Action
Search

About Bluetick.io

Bluetick.io is an automated email followup tool designed to help move leads through your sales funnel.

Related categories

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

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Add new Microsoft Dynamics 365 CRM contacts to Bluetick.io sequences

Update Bluetick.io custom fields when Microsoft Dynamics 365 CRM contacts are modified

Bluetick.io + Microsoft Dynamics 365 CRM

Create custom fields in Bluetick.io for new Microsoft Dynamics 365 CRM leads

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

New Contact Completed Sequence

New Open

New Contact Reached Sequence Goal Manually

Create/Update Contact in Sequence

Create Contact

Pause/Unpause a Contact

Find or Create Contact

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 Contact Added to Sequence

New Contact Moved to the Next Step

New Contact Reply Detected

New Sequence Email Sent to Contact

Mark Contact as Goal Reached

Set Custom Field

Find Contact

About Bluetick.io

Related categories

About Microsoft Dynamics 365 CRM

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