Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is an important CRM platform, which is used for managing sales leads, tracking customer experiences and more. Now the interesting part is that one can easily integrate this application with Mailercloud using Zapier

This integration helps the users in the following ways:-

• Automates the contact synchronizationprocess.
• Builds a more effective email list.

How to integrate?

To integrate, follow these steps or check our step-by-step guide:-

Step 1 – Login to Zapier

To get started, login to your Zapier account or create a new account.

Step 2 –Connect the two apps

To connect Microsoft Dynamics 365 CRM with Mailercloud, using our pre-configured zap click here.

Step 3 –Save and Continue

• Now click on "Connect", for creating a fresh link with Microsoft Dynamics 365 CRM in the Zap that you just opened.
• Select the required Trigger option that you want.
• Finally, click "Save + Continue".

Step 4 –Login to Mailercloud

• Enter into your Mailercloud account.
• Find and add the API key (Go to Account> Integrations > API Integrations. Or, you can click here).
• Select the contact list where you wish to add your new contacts/update contacts from Microsoft Dynamics 365 CRM.
• Enter the attributes like NAME and others.
• Click on "Next".

Step 5 –Test your Action

Test your action, by clicking on the "Test action" button and following the mentioned instructions.

Step 6 –Confirm and Activate

Finally, you need to activate your Zap by clicking on "Turn On the Zap".

Note: Zapier only allows you to share new contacts between two applications once the Zap has been activated. It does not allow you to import all your previous contacts. However, you can transfer or migrate contact data between the apps by choosing the source and destination. For more information on how to integrate your Mailercloud account with any app in Zapier, refer to our step-by-step guide.