Pinpointe integration with Microsoft Dynamics 365 CRM
How to Push new Pinpointe contacts to Microsoft Dynamics CRM
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Push new Pinpointe contacts to Microsoft Dynamics CRM" and then click on "Automate".
-
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 Pinpointe integrations
Pinpointe actions
Nekton can use any feature that is available in Pinpointe API.
Using our advanced AI, you can easily create custom automations for Pinpointe.
Here are some typical actions you can do in your automated workflows.
Unsubscribe a Subscriber
Unsubscribe a subscriber from a database
Find a Subscriber
Find a subscriber by email address
Add or Update a Subscriber
Add or Update a Subscriber
Add Subscriber to Master Unsubscribe List
Add Subscriber to Master Unsubscribe List
New Database
Triggers when a new database is created.
New Subscriber
Triggers when a new subscriber is created.
About Pinpointe
Pinpointe is a email marketing and contact management platform.