Hello Audio + Microsoft Dynamics 365 CRM

Add new leads from Microsoft Dynamics 365 CRM to Hello Audio as listeners

Easily manage your new leads from Microsoft Dynamics 365 CRM by updating listener metadata in Hello Audio. Upon receiving a new lead in Dynamics 365, this workflow will instantly add or edit listener information in your Hello Audio app. Stay organized and boost efficiency by streamlining your lead management process with this automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Change Listener Metadata
Add first or last names, or tag the listener inside Hello Audio.
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
- FeedRequired
Trigger
Polling
Try It
- Feed Id
- Lower LimitRequired
- Upper LimitRequired
Trigger
Polling
Try It
- FeedRequired
- Media URLRequired
- Episode Title
- Published Status
- Episode Description
- Scheduled Publish Date (Date-Based feeds only)
- Drip Days (Drip feeds only)
- Drip Expiration (Drip Feeds Only)
- Season (Seasonal Feeds only)
- Explicit Content (Public Feeds Only)
- Limit to Listeners with Tag
Action
Write
- Feed IDRequired
- EmailRequired
- Listener Status
- Start Date
- Re-activate Subscribe Page
Action
Write
- Feed IDRequired
- Listener's Email AddressRequired
- Custom Email Message
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
- Feed
Trigger
Polling
Try It
- Feed
- Episode
Trigger
Polling
Try It
- Feed IdRequired
- Number of DownloadsRequired
Trigger
Polling
Try It
- FeedRequired
- EmailRequired
- Send Email?Required
- Email Content
Action
Write
- EmailRequired
- First Name
- Last Name
- Full Name
- Phone
- Add Tags
- Remove Tags
Action
Write

About Hello Audio

HelloAudio.fm is the audio host for digital marketers and course creators to reach their audience where they’re already listening.

Learn more

Related categories

Video & Audio

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

Update listeners in Hello Audio when contacts are updated in Microsoft Dynamics 365 CRM

Update Hello Audio listener metadata when contacts are updated in Microsoft Dynamics 365 CRM

Add new contacts in Microsoft Dynamics 365 CRM to Hello Audio as listeners

Hello Audio + Microsoft Dynamics 365 CRM

Add new leads from Microsoft Dynamics 365 CRM to Hello Audio as listeners

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 Listener

Listener Reaches a Super Listener Score

Add Episode (Beta)

Edit Listener

Resend Invitation 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

Listener Subscribes to a Feed

Listener Downloads Specific Episode

Listener Reaches a Number of Downloads

Add Listener

Change Listener Metadata

About Hello Audio

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates