Makesbridge integration with Microsoft Dynamics 365 CRM
How to Add qualified Makesbridge contacts as Dynamics Leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add qualified Makesbridge contacts as Dynamics Leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Makesbridge integrations
Makesbridge actions
Nekton can use any feature that is available in Makesbridge API.
Using our advanced AI, you can easily create custom automations for Makesbridge.
Here are some typical actions you can do in your automated workflows.
Create, Update, and Tag Contacts
Automatically add new contacts, update contact field values, and assign tags to contact records.
Remove a Contact From Workflow
Directly removes Contacts from a Workflow. This is useful when you need remove a Contact that is no longer aligned with the Workflow's objective, yet their attributes still meet the Workflow's criteria. For example, instantly remove a Contact from a Sales Meeting Outreach workflow when they set a meeting using Calendly.
Insert a Contact Into Workflow
Directly insert a Contact into a Workflow at any Step you specify in the Add from Nekton section of a Makesbridge Workflow. This is useful when you want to add contacts into automated flows regardless of the Workflow's rule filters. For example, if a Contact converts on a new landing page and doesn't meet Workflow rules but should be added to a New Lead Follow Up Workflow.
Suppress Subscriber
Add a subscriber to a suppress list.
New Exported Contact From Autobot
Triggers when a contact opens, clicks or visits your website. You may also select custom export triggers from your Makesbridge account.
New Exported Contact From Workflow
Triggers when a contact opens, clicks, or visits your website through a workflow. You may also select custom export triggers from your Makesbridge account.
About Makesbridge
Makesbridge is a sales and marketing automation tool that grows contact lists, nurtures prospects, sends mass emails, and generates sales.