Connect Zoho Marketing Automation and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Marketing Automation
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Zoho Marketing Automation and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your Zoho Marketing Automation integrations.
Create Lead Tag
Creates a new lead tag.
Create Campaign
Creates a new campaign.
Create Topic
Creates a new Topic.
Add Leads in Existing List
Add leads in a existing l.ist
Add New List and Leads
Add a new list and leads.
Assign Tag to Lead
Assign a tag to a lead.
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Step by step guides to integrate Zoho Marketing Automation and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Zoho Marketing Automation and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Marketing Automation triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Zoho Marketing Automation 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 Zoho Marketing Automation 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 Zoho Marketing Automation 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 Zoho Marketing Automation
Zoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.
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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