Connect Campaign Monitor and Microsoft Dynamics 365 CRM to unlock the power of automation

To set up the integration between Campaign Monitor and Microsoft Dynamics 365 CRM, you'll need to use a connector tool like Zapier. Start by authenticating both your Campaign Monitor and Microsoft Dynamics 365 CRM accounts in Zapier. Next, you create a zap by choosing a trigger event from Microsoft Dynamics, such as 'New Contact' or 'Updated Opportunity.' Then, map this trigger to an action in Campaign Monitor, like 'Add Subscriber' or 'Update Subscriber.' Our system will prompt you step-by-step through the process.

In our integration with Microsoft Dynamics 365 CRM, Campaign Monitor offers triggers such as 'New Subscriber,' 'Subscriber Updated,' and other events that signal changes within subscriber lists. You can automate actions based on these events, like updating records in the CRM whenever there’s activity on your subscriber list.

Yes, by using our platform, you can set a trigger for when someone unsubscribes from a mailing list in Campaign Monitor. This can be used to execute an action that updates their status or record as "Unsubscribed" within your Microsoft Dynamics 365 CRM system.

Absolutely. You can configure our integration to automatically add new subscribers to a specific list in Campaign Monitor whenever new contacts are created in Microsoft Dynamics 365 CRM. This involves setting the trigger as 'New Contact' from Microsoft Dynamics and mapping it to an 'Add Subscriber' action in Campaign Monitor.

You can automate updates in Microsoft Dynamics 365 based on various campaign activities tracked by Campaign Monitor. For instance, actions such as changing lead status, updating opportunity stages, or sending automated follow-ups can be triggered by events like emails sent, open rates achieved or click-through events within campaigns.

No advanced technical skills are needed for integrating these platforms since our solution offers a user-friendly interface that guides you through connecting triggers from Microsoft Dynamics with actions in Campaign Monitor—or vice versa—using simple drag-and-drop functionalities.

The frequency of automation tasks depends on how you've configured them during setup. Typically, triggers and actions sync at intervals ranging from minutes to hourly batches depending on system demand and task load limits imposed by both applications involved.