Connect Maildrip and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Group
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Maildrip and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Group
Triggers when a new contact group is created.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
Do thisActions
Action is the task that follows automatically within your Maildrip integrations.
Create Campaign
create a new campaign in maildrip.
Get All Campaign
Get all campaign from maildrip.
Get a Campaign Details
Get a specific campaign details.
Create a New Contact
create a new contact in Maildrip.
Get All Groups
Get all contact groups present in Maildrip.
Add a New Recipient
Adds a recipient to the specified campaign's repcipient list.
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Step by step guides to integrate Maildrip and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Maildrip and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Maildrip triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Maildrip data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Maildrip and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Maildrip and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Maildrip
Maildrip is an intuitive email marketing and automation platform designed to streamline communication with customers. It allows businesses to create personalized, automated email campaigns based on user behavior, driving better engagement and conversions. With powerful segmentation, detailed analytics, and easy-to-use email templates, Maildrip helps businesses effectively manage their email marketing efforts, saving time while enhancing customer experience. The platform integrates seamlessly with various apps and services, offering a complete solution for targeted, data-driven marketing.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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