Ready workflows for Optiin + Microsoft Dynamics 365 CRM Integration
Just click on the workflow you want to automate
Create Microsoft Dynamics 365 CRM contact for new Optiin form submission
Plus, all of the information from the Optiin is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Optiin - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
When Contact is created or updated in Optiin > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create lead in Microsoft Dynamics 365 CRM
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Optiin > Check any condition > (If condition matches) > Update contact in Optiin > (Else) > Create member in Optiin
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Optiin > Check any condition > (If condition matches) > Update member in Optiin > (Else) > Create member in Optiin
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Optiin > Check any condition > (If condition matches) > Create contact in Optiin > (Else) > Create member in Optiin
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Optiin > Check any condition > (If condition matches) > Create product in Optiin > (Else) > Create member in Optiin
When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Optiin > Check any condition > (If condition matches) > Update product in Optiin > (Else) > Create member in Optiin
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Create Your Own Optiin & Microsoft Dynamics 365 CRM Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Optiin & Microsoft Dynamics 365 CRM
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You Can Also Connect Optiin or Microsoft Dynamics 365 CRM With 1100+ Other Apps
Optiin is a website funnel building platform that powers your online business to next level. With user-friendly interface and powerful features, you can create website funnels within minutes with Optiin.
See Optiin IntegrationsMicrosoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.
See Microsoft Dynamics 365 CRM Integrations❤Trusted by 10,000+ Customers
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