Autopilot Journeys + Microsoft Dynamics 365 CRM

Create Autopilot Journeys contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your new leads with this Microsoft Dynamics 365 CRM and Autopilot Journeys integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a contact in Autopilot Journeys, ensuring a seamless transition for your marketing automation. Save time and maintain consistent communication with your potential customers by streamlining your lead management process.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Add Contact
Adds a new 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
- Contact ListRequired
Trigger
Instant
Try It
Contact Unsubscribes
Triggers when a contact unsubscribes from Autopilot.
Trigger
Instant
Try It
- Contact List
- EmailRequired
- First Name
- Last Name
- Salutation
- Company
- Title
- Industry
- Phone
- Mobile
- Fax
- Website
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Lead Owner
- Lead Source
- Lead Status
- Twitter
- LinkedIn
Action
Write
- EmailRequired
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
Contact Added
Triggers when a contact is newly added.
Trigger
Instant
Try It
- Contact ListRequired
Trigger
Instant
Try It
- Contact ListRequired
- EmailRequired
- First Name
- Last Name
- Salutation
- Company
- Title
- Industry
- Phone
- Mobile
- Fax
- Website
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Lead Owner
- Lead Source
- Lead Status
- Twitter
- LinkedIn
Action
Write
- EmailRequired
Action
Write

About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.