Dynamics - Add Lead to Marketing List

The Add Lead to Marketing List step adds a person to a designated Marketing List in Microsoft Dynamics 365 Sales, targeting Lead records specifically.

Add Lead to Marketing List step configuration in Dynamics

Step configuration

When you add this step to a Journey, you only need to configure one field:

• Marketing List (required): select the Dynamics Marketing List you want to add the Lead to.

Strict Lead matching

Because this step is designed for Leads, eMarketeer uses a strict search process:

• eMarketeer searches Dynamics exclusively for a matching Lead.
• If a Lead is found, they are added to the selected Marketing List.
• If no Lead is found, the step is skipped and the person is not added to the list. eMarketeer does not attempt to find or add a Contact record.