Create Dynamics leads from campaign activity
Campaign activity can become a sales lead before interest cools.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
High-intent campaign activity is easy to miss when marketing and sales work in separate tools.
- Surface buying signals
- Shorten response time
- Give sales a focused queue
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dynamics365 once in Notis.
- 2Create an automation and name the workflow.
- 3Tell Notis which campaign events should create a Dynamics365 lead and what context to include.
- 4Pick the Mailchimp Campaign Trigger.
- 5Choose where reports go and test with one real campaign event.
Questions about this workflow
Does every campaign event create a lead?
You describe the qualifying outcome in the automation prompt, and Notis evaluates the event details.
Can I include campaign context?
Yes. Ask Notis to include the campaign name and available event details in the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Dynamics365. A trigger fires from one place; an action lands in another.
Mailchimp triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Mailchimp and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.