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Salesforce

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HubSpot

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Salesforce Pardot

Zendesk Sell

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ConnectWise

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Salesforce Marketing Cloud

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Copper

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Mindbody

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Zoho CRM

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Marketo

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SugarCRM

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Pipedrive

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Streak

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Ometria

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Mailchimp

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Pipeliner

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Virtuous CRM

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ActiveCampaign

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Agile CRM

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

Retrieves stored information about the user.

Get user information

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

List one to many relationships

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

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Microsoft Dynamics 365

Customer Relationship Management (CRM)

Retrieves a list of all the valid countries accepted as input when a country is required.

List countries

List countries DDL

Return a list of all the custom fields for a given list in your account.

List custom fields

Adds a subscriber to an existing subscriber list, including custom field data if supplied. If the subscriber (email address) already exists, their name and any custom field values are updated with whatever is passed in.

Add subscriber

Add person

Add user to a list

Creates a new client in your account with basic contact information and no access to the application.

Create client

Creates a new list into which subscribers can be added or imported.

Create list

Creates a new segment for a specific list.

Create segment

Return a basic summary of the results for any sent campaign.

Get campaign summary

Gets the complete details for a client including their API key, access level, contact details and billing settings.

Get client details

Get journey summary

A basic summary for the given list in your account.

Get list details

Returns the details of a single person associated with a client.

Get person details

Check to see if an email is in your suppression list.

Is email suppressed?

Returns the name, list ID, segment ID and number of active subscribers within an existing segment as well as the current rules for that segment.

Get segment details

Get a subscriber from a list, using their unique email address.

Get subscriber

Retrieves a historical record of campaigns and automated workflow emails received by a subscriber.

Get subscriber history

Return all the active subscribers for a given list.

List active subscribers

Return all the bounced subscribers for a given list.

List bounced subscribers

Return a paged result representing all subscribers who clicked a link in a given campaign.

List campaign clicks

Return the email clients subscribers used to open the campaign.

List campaign email client usage

Return a paged result representing all subscribers who opened a given campaign.

List campaign opens

Return a paged result representing all the subscribers that a given campaign was sent to.

List campaign recipients

Return a paged result representing all subscribers who marked the given campaign as spam.

List campaign spam complaints

Return a paged result representing all subscribers who unsubscribed from the email for a given campaign.

List campaign unsubscribes

Retrieves a list of all list segments belonging to a particular client.

List client segments

Retrieve a list of all the clients in user account, including their name and ID.

List clients

List clients DDL

Return all the deleted subscribers for a given list.

List deleted subscribers

Return a paged result representing all emails that were bounced.

List journey email bounces

Return a paged result representing all subscribers who clicked a link in a given journey email.

List journey email clicks

Return a paged result representing all subscribers who opened a given journey email.

List journey email opens

Return a paged result representing all subscribers who have been sent a particular email within a journey.

List journey email recipients

Return a paged result representing all subscribers who unsubscribed from a journey email.

List journey email unsubscribes

Return a list of all journeys belonging to a particular client.

List journeys

Returns all the segments you have created for this list including the name, segment and list ID.

List list segments

List lists DDL

Return all the subscriber lists across the client, to which an email address is subscribed.

List lists by email

Retrieves a list of all (active or invited) people associated with a particular client.

List people

Return a list of all sent campaigns for a client.

List sent campaigns

Returns all the subscriber lists that belong to that client, including the list name and ID.

List subscriber lists

Get a list of all of the subscribers in your suppression list.

List suppressed subscribers

Retrieves a list of all the valid timezones accepted as input when a timezone is required.

List timezones

List timezones DDL

Return all the unconfirmed subscribers for a given list.

List unconfirmed subscribers

Return all the unsubscribed  subscribers for a given list.

List unsubscribed subscribers

Remove user from a list

Send transactional email (smart)

Updates any aspect of an existing subscriber, including email address, name, and custom field data if supplied.

Microsoft Dynamics 365 and Campaign Monitor integration + automation

Popular Microsoft Dynamics 365 and Campaign Monitor integrations

Microsoft Dynamics 365 and Campaign Monitor Connector Details

Microsoft Dynamics 365

Campaign Monitor

Tray is the leading AI ready integration and automation platform

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