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Mailpro Integrations > CRM > Microsoft Dynamics

Microsoft Dynamics INTEGRATION WITH MAILPRO™


AVAILABLE TRIGGERS

New Contact

New Lead

New Account

New Opportunity

Contact Updated

Lead Updated

Opportunity Updated

AVAILABLE ACTIONS

Add/Update Subscriber

Create Email Campaign

Send Email Campaign

Unsubscribe Email

Add Subscriber to TAG

Create Contact

Create Account

Create Lead

Update Account

Update Contact

Update Lead

About Microsoft Dynamics

Microsoft Dynamics and Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data. This enables organizations to evolve from reactive business decisions to proactive insights that empower your employees to accelerate business results.

FEATURES

Using Microsoft Dynamics and Mailpro together will allow you to automatize repetitive tasks and always have the most up-to-date information to help you make better business decisions.

Here are some ways to use Microsoft Dynamics with Mailpro:

Use Microsoft Dynamics to collect and curate contacts, and this zap will automatically add them to a Mailpro list. Learn more about your contacts so you can provide them with more value. This zap can add or update contacts in Microsoft Dynamics when contacts are updated in Mailpro. Send new Microsoft Dynamics contacts a welcome email from Mailpro. Add new Microsoft Dynamics contacts to your Mailpro email newsletter.

SETUP

In order to use Mailpro with Microsoft Dynamics 365 CRM through Zapier you are required to have a Mailpro account, a Zapier account, and of course a Microsoft Dynamics 365 CRM account to make a successful connection with Mailpro.

  1. The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
    Setup Microsoft Dynamics 1
  2. After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for Microsoft Dynamics 365 CRM to start a Trigger event that will execute an Action in Mailpro.
  3. First you will need to select the Trigger event in Microsoft Dynamics 365 CRM, and then you will be asked to Sign in to Microsoft Dynamics 365 CRM and grant access to your account, in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Microsoft Dynamics 2
  4. Next you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
    Setup Microsoft Dynamics 3
  5. Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Microsoft Dynamics 4
  6. After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
  7. At the end of the setup process you need to activate the zap in order for it to start working.

Mailpro is right now in early access mode with Zapier (beta integration), so if you want to use Mailpro in your Zaps, you will have to accept an invitation in the following link:
Accept the invitation

Mailpro

ABOUT MAILPRO

Mailpro is an online Email and SMS marketing solution. It lets you create professional looking newsletters in minutes for your customers with our +560 free responsive templates. Then you can send your newsletter to thousands of email contacts in few seconds with simple steps. After this you can track the effectiveness of your email campaigns with our detailed statistics and make strategic decisions to achieve a successful Email and SMS marketing plan.

For more information visit mailpro.com


Zapier

ABOUT ZAPIER

Zapier is a web automation service. With Zapier you can build Zaps which can automate parts of your business. A Zap (or connection) is a blueprint for a task you do repeatedly, that may involve complex setup or requires several steps to be accomplished.

Zapier allows you to work more efficiently by connecting the online web apps you use with Mailpro to create automated tasks, and get more out of your data using an easy drag-and-drop interface.

For more information visit zapier.com

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