Klenty + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to Klenty as prospects

Effortlessly manage your sales leads with this smooth workflow between Microsoft Dynamics 365 CRM and Klenty. When a new lead appears in Dynamics 365 CRM, this automation will add them as a prospect in Klenty, saving you precious time and keeping all your sales prospects organized in one place. Focus on closing deals and nurturing relationships, while this integration handles the details.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Add Prospect
Creates a Prospect in Klenty.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Scheduled
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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
Cadence First Reply
Triggers when a cadence receives it's first reply from any prospect.
Trigger
Instant
Try It
On Click
Triggers when a link is clicked when an email is sent via klenty.
Trigger
Instant
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On Send Prospect
Triggers when you send a Prospect from Klenty to Webhook.
Trigger
Instant
Try It
On Bounce
Triggers when a mail bounces.
Trigger
Instant
Try It
On Unsubscribe
Triggers when a prospect unsubscribes.
Trigger
Instant
Try It
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Ref EmailIdRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
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
On Cadence Completed
Triggers when a cadence is completed with no replies received.
Trigger
Instant
Try It
On Reply
Triggers when a prospect replies to a cadence.
Trigger
Instant
Try It
On Start Cadence
Triggers when a cadence is started in Klenty.
Trigger
Instant
Try It
On Open
Triggers when a mail is opened by the prospect.
Trigger
Instant
Try It
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Title
- Department
- Company Domain
- Twitter Handle
- Location
- City
- Country
- Account
- CompanyPhone
- CompanyEmail
- LinkedinURL
- List
- Tags
Action
Write
- Prospect EmailRequired
Action
Write
- Cadence NameRequired
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
- Cadence Name
Action
Write
- First Name
- Middle Name
- Last Name
- EmailRequired
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write

About Klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

Related categories

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

Create Klenty prospects from new Microsoft Dynamics 365 CRM contacts

Create Klenty cadences for new Microsoft Dynamics 365 CRM contacts

Klenty + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to Klenty as prospects

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 Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Cadence First Reply

On Click

On Send Prospect

On Bounce

On Unsubscribe

Change Status to Do Not Contact

Revert Prospect Status From Do Not Contact

Stop All Mails to Prospect

Unsubscribe Prospect

Update Prospect by Email

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 Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

On Cadence Completed

On Reply

On Start Cadence

On Open

Add Prospect

Resume Cadence

Start Cadence

Stop Cadence

Update Prospect

About Klenty

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

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