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Microsoft Dynamics CRM + ActiveCampaign Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and ActiveCampaign

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

ActiveCampaign Integrations
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Best ways to Integrate Microsoft Dynamics CRM + ActiveCampaign

  • Microsoft Dynamics CRM ActiveCampaign

    Microsoft Dynamics CRM + ActiveCampaign

    Add Contact Note in ActiveCampaign when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    ActiveCampaign Add Contact Note
  • Microsoft Dynamics CRM ActiveCampaign

    Microsoft Dynamics CRM + ActiveCampaign

    Create/Update Contact to ActiveCampaign from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    ActiveCampaign Create/Update Contact
  • Microsoft Dynamics CRM ActiveCampaign

    Microsoft Dynamics CRM + ActiveCampaign

    Update Contact in ActiveCampaign when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    ActiveCampaign Update Contact
  • Microsoft Dynamics CRM ActiveCampaign

    Microsoft Dynamics CRM + ActiveCampaign

    Add Contact Note in ActiveCampaign when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    ActiveCampaign Add Contact Note
  • Microsoft Dynamics CRM ActiveCampaign

    Microsoft Dynamics CRM + ActiveCampaign

    Create/Update Contact to ActiveCampaign from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    ActiveCampaign Create/Update Contact
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + ActiveCampaign in easier way

It's easy to connect Microsoft Dynamics CRM + ActiveCampaign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & ActiveCampaign Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ActiveCampaign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to ActiveCampaign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and ActiveCampaign

In today's business world, email marketing has become one of the most effective ways to reach out to potential customers. It has been proven by many businesses that integrated email marketing campaign with other platforms like social media and online marketing can significantly increase the ROI for a business.

What is ActiveCampaign?

Active Campaign is an online marketing platform that allows companies to engage with their target audience through email marketing and automation. It provides the tops for businesses to manage and organize their customer data with ease and simplicity. The key features that make Active Campaign stand out from other email marketing platforms include:Active Campaign ReviewBy combining Microsoft Dynamics CRM with Active Campaign, a company will be able to leverage the capabilities of both platforms to bring in more sales. In this paper, I will discuss how these two applications complement each other and how they can be used together to improve results in a business.The Dynamics CRM software was designed for businesses to help them manage their customer data in a better way. They have the ability to capture customer information through surveys and forms which are then stored in a database. This makes it easier for businesses to segment their data and reach out to customers based on their needs. Through Dynamics CRM, businesses can create automated campaigns, organize tasks and projects, integrate with other applications like Salesforce, Zendesk, Dropbox, Google Drive and many others. The software helps streamline business process and simplify work saving time and money in the long run.Active Campaign ReviewActive Campaign is an ideal application for managing email marketing campaign as it provides powerful tops for creating and managing email lists, automating emails, tracking metrics and monitoring marketing performance. The application makes it extremely easy to send out emails to targeted contacts based on existing data cplected from CRM or social media.It also has a wide variety of integrations with other applications including MailChimp, Zapier, Google Analytics, Facebook, Twitter, WordPress etc. Apart from managing email marketing campaigns, Active Campaign can also be used to track user behavior on websites through Google Analytics integration.Microsoft Dynamics CRM and Active Campaign IntegrationIntegrating Active Campaign with Dynamics allows businesses to leverage both platforms' strengths together. This will not only save time but also allow businesses to concentrate on other important aspects of their business. By integrating the two platforms together, businesses will be able to:

1. Send Out Automated Email CampaignsThrough Active Campaign's built-in automation feature, businesses can send out automated emails based on the specific conditions that they set e.g. send out an email when a new lead is created, whenever someone opens an email etc.2. Create Marketing Lists Based On Existing DataThere are times when there is a need for businesses to target specific people based on customized criteria e.g. send a marketing email to women who live in New York City who have purchased a car between 2012-2015. Using Active Campaign, businesses can easily create such marketing lists by integrating their existing data from CRM with Active Campaign.3. Increase Sales And RevenueBy integrating Dynamics CRM and Active Campaign, businesses will be able to increase revenue and sales by reaching out to more clients and engaging them effectively through targeted marketing campaigns. The two applications complement each other and provide users with the tops needed to improve sales performance and increase revenue for the business.

The process to integrate Microsoft Dynamics CRM and ActiveCampaign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.