Create integrations between Microsoft Dynamics 365 CRM and ClickFunnels Classic to automate any workflow

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WHEN THIS HAPPENS

New Opportunity

AUTOMATICALLY DO THIS

Remove Tag From Email

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Quickly automate workflows with Microsoft Dynamics 365 CRM and ClickFunnels Classic using Zapier's templates.

Our most popular template

Create leads in Microsoft Dynamics 365 CRM from new contact activities in ClickFunnels
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Create ClickFunnels contact optins for new Microsoft Dynamics 365 CRM contacts
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Remove emails from ClickFunnels list when new contacts are added in Microsoft Dynamics 365 CRM
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Update contacts in Microsoft Dynamics 365 CRM and remove emails from list in ClickFunnels
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Create ClickFunnels contact profiles for new Microsoft Dynamics 365 CRM leads
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Add tags to emails in ClickFunnels Classic for new contacts in Microsoft Dynamics 365 CRM
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Create leads in Microsoft Dynamics 365 CRM from new contact activities in ClickFunnels

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Create ClickFunnels contact optins for new Microsoft Dynamics 365 CRM contacts

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Remove emails from ClickFunnels list when new contacts are added in Microsoft Dynamics 365 CRM

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Update contacts in Microsoft Dynamics 365 CRM and remove emails from list in ClickFunnels

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Create ClickFunnels contact profiles for new Microsoft Dynamics 365 CRM leads

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Add tags to emails in ClickFunnels Classic for new contacts in Microsoft Dynamics 365 CRM

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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Microsoft Dynamics 365 CRM and ClickFunnels Classic to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Welcome
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Funnel
- Funnel Step
Trigger
Instant
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- Funnel
- Funnel Step
Trigger
Instant
Try It
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Funnel
- Funnel Step
Trigger
Instant
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- ListRequired
- EmailRequired
Action
Write
- FunnelRequired
- Funnel StepRequired
- PageRequired
- EmailRequired
Action
Write
- ListRequired
- EmailRequired
Action
Write
- Welcome
Action
Write
- EmailRequired
Action
Search

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Help

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About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.

Learn more Help

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Workflows From Zapier Users

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Workflows From Zapier Users

365 - ClickFunnels to Anthology Template

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Create integrations between .css-jwlb5y[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}Microsoft Dynamics 365 CRM and ClickFunnels Classic to automate any workflow

Create your first workflow

Create leads in Microsoft Dynamics 365 CRM from new contact activities in ClickFunnels

Create ClickFunnels contact optins for new Microsoft Dynamics 365 CRM contacts

Remove emails from ClickFunnels list when new contacts are added in Microsoft Dynamics 365 CRM

Update contacts in Microsoft Dynamics 365 CRM and remove emails from list in ClickFunnels

Create ClickFunnels contact profiles for new Microsoft Dynamics 365 CRM leads

Add tags to emails in ClickFunnels Classic for new contacts in Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM from new contact activities in ClickFunnels

Create ClickFunnels contact optins for new Microsoft Dynamics 365 CRM contacts

Remove emails from ClickFunnels list when new contacts are added in Microsoft Dynamics 365 CRM

Update contacts in Microsoft Dynamics 365 CRM and remove emails from list in ClickFunnels

Create ClickFunnels contact profiles for new Microsoft Dynamics 365 CRM leads

Add tags to emails in ClickFunnels Classic for new contacts in Microsoft Dynamics 365 CRM

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect Microsoft Dynamics 365 CRM and ClickFunnels Classic to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Custom Actions (Beta)

Welcome

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Contact Activity

Funnel

Funnel Step

New Successful Purchase

Funnel

Funnel Step

Add Tag to Email

TagRequired

EmailRequired

Create Contact Profile

EmailRequired

Remove Tag From Email

TagRequired

EmailRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact Profile

EmailRequired

Create integrations between Microsoft Dynamics 365 CRM and ClickFunnels Classic to automate any workflow