Klaviyo + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM when new profiles are added to segment or list in Klaviyo

When a new profile is added to a segment or list in Klaviyo, this workflow instantly creates a lead in your Microsoft Dynamics 365 CRM. It saves you time on manual data entry and ensures your CRM always stays up-to-date with the latest marketing initiatives. Enhance your team's productivity and stay on top of your lead management with this convenient automation.

When a new profile is added to a segment or list in Klaviyo, this workflow instantly creates a lead in your Microsoft Dynamics 365 CRM. It saves you time on manual data entry and ensures your CRM always stays up-to-date with the latest marketing initiatives. Enhance your team's productivity and stay on top of your lead management with this convenient automation.

  1. When this happens...
    KlaviyoKlaviyo
    Profile added to Segment or List

    Triggers when a Profile is added to a Segment or to a List.

    TriggerPolling
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Audience Type

    Trigger
    Polling
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • TagRequired

    • SegmentRequired

    Action
    Write
    • Email

    • First Name

    • Last Name

    • Phone Number

    • Title

    • Organization

    • City

    • Region

    • Country

    • Zip

    • Image URL

    • Unique Id

    • Custom Properties

    • Consent to subscribe to Channel

    • SMS Subscription Type

    Action
    Write
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About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Learn more

Related categories

  • Marketing Automation

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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

  • CRM (Customer Relationship Management)
  • Microsoft

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