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ClickFunnels Classic + Microsoft Dynamics 365 CRM

Add tags to emails in ClickFunnels Classic for new contacts in Microsoft Dynamics 365 CRM

Easily manage your new contacts in Microsoft Dynamics 365 CRM by adding relevant tags to their emails in ClickFunnels Classic. With this workflow, whenever a new contact is added in Dynamics 365 CRM, a tag will be appended to their email in ClickFunnels Classic, helping you better segment and target your audience. Save time and maintain organized contact lists with this seamless automation.

Easily manage your new contacts in Microsoft Dynamics 365 CRM by adding relevant tags to their emails in ClickFunnels Classic. With this workflow, whenever a new contact is added in Dynamics 365 CRM, a tag will be appended to their email in ClickFunnels Classic, helping you better segment and target your audience. Save time and maintain organized contact lists with this seamless automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    ClickFunnels ClassicClickFunnels Classic
    Add Tag to Email

    Add a Tag to a Contact Profile by Email.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.
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Related categories

  • Marketing Automation

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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