Kulea + Microsoft Dynamics 365 CRM

Create new Kulea contacts when new contacts are added to Microsoft Dynamics 365 CRM

Effortlessly streamline your contact management process with this automation workflow between Microsoft Dynamics 365 CRM and Kulea. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a new contact in Kulea, ensuring your marketing and customer engagement efforts are consistently up to date across both platforms. Save time and maintain accurate contact information with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Create New Contact
Create Kulea Contact.
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
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- 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 Bounced Event
Triggers when an email is bounced NB: This reports only 'hard' (permanent) bounces. If you prepend the Email Link field with "https://{account}.prod.kulea.marketing/email/" then you will have the full link to the email from which the contact unsubscribed. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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File Downloaded Event
Triggers when a file is downloaded. If you prepend "https://{account}.prod.kulea.marketing/" then you will have the link to the download. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Landing Page Visit Event
Triggers when a Landing Page is visited by a contact. If you prepend the Description field with "https://{account}.prod.kulea.marketing/pages/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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- Date From
- Search Text
Trigger
Polling
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Webpage Visit
Triggers when a contact visits a webpage. The link to the page visited is in the Description field.
Trigger
Polling
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- EmailRequired
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
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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- 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
Unsubscribe
Triggers when a contact unsubscribes. If you prepend "https://{account}.prod.kulea.marketing/email/" in the Email link field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
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Email Opened Event
Triggers when an email is opened by a contact. The link to the email is partially contained in the Email Link field. If you prepend "https://{account}.prod.kulea.marketing/email/" then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
Try It
Form Completed
Triggers whenever a Form is completed by the contact. If you prepend "https://{account}.prod.kulea.marketing/pages/" to the Description field then you will have the full link. (Note that {account} should be substituted by your ma2id that you will see in your Kulea url
Trigger
Polling
Try It
Link Clicked Event
Triggers when a contact clicks on a link in an email. The link clicked is contained within the Link Click field - you may want to extract the url in another step using Zapier Transform>Text>Extract URL
Trigger
Polling
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- Date From
- Search Text
Trigger
Polling
Try It
- EmailRequired
- Forename
- Surname
Action
Write
- EmailRequired
- Forename
- Surname
Action
Search or write

About Kulea

Kulea is a marketing automation and personalisation platform build for SMEs.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Kulea + Microsoft Dynamics 365 CRM

Create new Kulea contacts when new contacts are added to 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 Bounced Event

File Downloaded Event

Landing Page Visit Event

New or Updated CRM Data

Webpage Visit

Find 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

Unsubscribe

Email Opened Event

Form Completed

Link Clicked Event

Lead Score Updated

Create New Contact

Find or Create Contact

About Kulea

Related categories

Similar apps

Zapier Interfaces

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces