Microsoft Dynamics 365 CRM + ReadyStack

Add qualified ReadyStack contacts as Dynamics Leads

In order to be as efficient as possible, your CRM should not have unqualified contacts. Start this ReadyStack-Dynamics integration and you'll add contacts instantly when they become qualified based on conditions you set ReadyStack. Once it's active, Zapier will send qualified leads from ReadyStack to Dynamics automatically. Use your ReadyStack account to create Zapier export options and select the one.

In order to be as efficient as possible, your CRM should not have unqualified contacts. Start this ReadyStack-Dynamics integration and you'll add contacts instantly when they become qualified based on conditions you set ReadyStack. Once it's active, Zapier will send qualified leads from ReadyStack to Dynamics automatically. Use your ReadyStack account to create Zapier export options and select the one.

  1. When this happens...
    ReadyStackReadyStack
    New Exported Contact From Autobot

    Triggers when a contact opens, clicks or visits your website. You may also select custom export triggers from your ReadyStack account.

    TriggerInstant
  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

What does this mean?
    • Export EventRequired

    Trigger
    Instant
    Try It
    • List

    • Enter Tag label or insert Value from field

    Action
    Write
    • EmailRequired

    • Select WorkflowRequired

    • Select ActionRequired

    • Enter Tag label or insert Value from field

    Action
    Write
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
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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.
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  • CRM (Customer Relationship Management)
  • Microsoft

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readystack logo
readystack logo

About ReadyStack

ReadyStack provides Zap templates, data connections and expert workflow automation to enable quick app launches without costly development.
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  • Marketing Automation

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