Dotdigital + Microsoft Dynamics 365 CRM

Create and send Dotdigital campaigns for new Microsoft Dynamics 365 CRM leads

Effortlessly streamline your marketing process with this automation that connects Microsoft Dynamics 365 CRM and Dotdigital. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow will trigger and send a targeted campaign in Dotdigital, ensuring that your prospects receive relevant and timely information. Save time, enhance your marketing strategies, and improve lead nurturing with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send Email Campaign
Send a marketing email to a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- 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
- 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
- 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
- SurveyRequired
Trigger
Scheduled
Try It
- Match IdentifierRequired
- Email Type
- Optin Type
- List
- Data Fields
Action
Write
- NameRequired
- TypeRequired
- Visibility
Action
Write
- SegmentRequired
Action
Write
- Campaign NameRequired
- EmailRequired
- Send Date
Action
Write
- From AddressRequired
- To AddressRequired
- SubjectRequired
- HTML ContentRequired
- Plain Text ContentRequired
- CC Addresses
- BCC Addresses
Action
Write
- Match IdentifierRequired
Action
Write

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- 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)
- 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
- NameRequired
- Visibility
Action
Write
- Match IdentifierRequired
- Email Type
- Optin Type
- List
- Data Fields
Action
Write
- Match IdentifierRequired
- ProgramRequired
Action
Write
- Email AddressRequired
- Resubscribe with resubscription confirmation email
- Preferred Locale
- Redirect URL After Challenge
Action
Write
- Mobile NumberRequired
- MessageRequired
Action
Write
- ToRequired
- MessageRequired
- From
- Link Shortening
- Allow Unicode Characters
Action
Write

About Dotdigital

Dotdigital is a customer experience and data platform (CXDP) that empowers marketers to create highly personalized cross-channel journeys.

Learn more Help

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 Help

Related categories

Similar apps

Related Zap Templates

Add new Microsoft Dynamics 365 CRM contacts to Dotdigital campaigns

Related Zap Templates

Add new Microsoft Dynamics 365 CRM contacts to Dotdigital campaigns

Dotdigital + Microsoft Dynamics 365 CRM

Create and send Dotdigital campaigns for new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Info

Updated Invoice

Info

Updated Lead

Info

Updated Opportunity

Info

Updated Order

Info

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Status

Create Invoice

Info

Owner

Create Opportunity

Info

Owner

Update Account

Info

Update Contact

Info

Update Case/Incident

Info

State

Update Lead

Info

Update Order

Info

Find Account

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Custom Entity

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Campaign Response

State Code

Find Lead

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Find Order

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Owner

Find or Create Invoice

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Opportunity

Info

Info Field Enable

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Survey Response

Create or Update Contact (Deprecated)

Email Type