Create Dynamics contacts from ActiveCampaign
Give your CRM a steady review point for campaign contacts who need a person to follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Create a new contact.
Why this helps
Contact records can remain in a marketing list without making it into the CRM follow-up routine.
- Review contacts on a cadence that fits your process.
- Create CRM records for contacts that warrant follow-up.
- Reduce list checking and repetitive entry.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Dynamics365 once in the Notis portal.
- 2Create an automation and describe which ActiveCampaign contacts should become Dynamics contacts.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports go, then test with one real contact example.
Questions about this workflow
Can Notis decide which contacts deserve CRM follow-up?
Yes, based on the contact data returned and the criteria you describe. Any missing criteria or context must be supplied by you.
Does the schedule update existing Dynamics contacts?
This workflow creates contacts. For changes to existing records, choose a workflow using the Dynamics Update Contact action only if that action is available in your setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Dynamics365. A trigger fires from one place; an action lands in another.
Active campaign triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Active campaign and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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