Envoke + Microsoft Dynamics 365 CRM

Create contacts in Envoke from new leads in Microsoft Dynamics 365 CRM

Effortlessly manage new leads from Microsoft Dynamics 365 CRM by setting up this automation workflow to create a contact in Envoke. Once a lead is added in Microsoft Dynamics, this workflow will immediately create a corresponding contact in Envoke, ensuring seamless integration between the two platforms. Stay organized and save time with this efficient solution.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Contact
Search for contacts.
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
New Contact
Trigger a new contact is added.
Trigger
Instant
Try It
- Id
- Email
- Consent Status
- Consent Description
- First Name
- Last Name
- Company
- Phone
- Remote Id
- Address 1
- Address 2
- City
- Country
- Province
- Postal Code
- Website
- Title
- Language
- Feedback
- Tags and subscriptions
- Automated messages
Action
Write
- Id
- Remote Id
- EmailRequired
- Consent StatusRequired
- Consent DescriptionRequired
- First Name
- Last Name
- Company
- Phone
- Address 1
- Address 2
- City
- Country
- Province
- Postal Code
- Website
- Title
- Language
- Feedback
- Tags and subscriptions
- Automated messages
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
Form Submission
Trigger for all form submissions to Envoke.
Trigger
Instant
Try It
- EmailRequired
- Consent StatusRequired
- Consent DescriptionRequired
- First Name
- Last Name
- Company
- Phone
- Remote Id
- Address 1
- Address 2
- City
- Country
- Province
- Postal Code
- Website
- Title
- Language
- Feedback
- Tags and subscriptions
- Automated messages
Action
Write
- Id
- Remote Id
- Email
Action
Search

About Envoke

Envoke is a broadcast email platform for compliance-conscious organizations sending opt-in and mandatory content with an emphasis on data security and subscription management.

Related categories

Email Newsletters

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

Add new Envoke leads to Microsoft Dynamics 365 CRM

Update Envoke contacts when Microsoft Dynamics 365 CRM contacts are updated

Envoke + Microsoft Dynamics 365 CRM

Create contacts in Envoke from 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

New Contact

Update Contact

Find or create a 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

Form Submission

Create Contact

Find a Contact

About Envoke

Related categories

About Microsoft Dynamics 365 CRM

Related categories

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Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates