Microsoft Dynamics CRM (For use with Dynamics version 8) Integrations

Rather than exporting all your contacts and importing them into your email marketing platform, use Zapier to start automatically adding new contacts to your SendinBlue contact list as you go. Once you set up this automation, new Microsoft Dynamics contacts from that point forward are individually added as subscribers on SendinBlue.

How this Microsoft Dynamics-SendinBlue integration works

1. A new contact is added to Microsoft Dynamics
2. Zapier adds that contact to a SendinBlue list

Apps involved

• Microsoft Dynamics
• SendinBlue

Keep track of your progress on opportunities with Kanban-style pipelines. Use this Zap to automatically add new Microsoft Dynamics opportunities to Trello as cards. Once the cards are in Trello, you can move them across the board as you make progress on your sales opportunities.

How this Microsoft Dynamics-Trello integration works

1. A new opportunity is created in Microsoft Dynamics
2. Zapier creates a card in Trello

Apps involved

• Microsoft Dynamics
• Trello

Make sure all of your contacts are consolidated in one place: your CRM. Use this Zap to add new Office 365 contacts to Microsoft Dynamics as contacts. That way, you can rest assured that Microsoft Dynamics houses all of your contacts and you can get a full picture of your contact list in just one spot.

How this Office 365-Microsoft Dynamics integration works

1. A new contact is created in Office 365
2. Zapier creates a contact in Microsoft Dynamics

Apps involved

• Office 365
• Microsoft Dynamics

Take quick action on your new leads by adding them to your project management tool. Use this Zap to automatically add new Microsoft Dynamics leads to Trello as cards. Once the leads are in Trello, you can move the leads across your Trello board as you take action--much like a sales pipeline.

How this Microsoft Dynamics-Trello integration works

1. A new lead is created in Microsoft Dynamics
2. Zapier creates a Trello card

Apps involved

• Microsoft Dynamics
• Trello

Whenever someone answers your online survey, form, or questionnaire, make sure you can get back in touch with them later by adding them to your CRM. Use this Zap to automatically add new Google Forms responses to Microsoft Dynamics as contacts. Now with the contacts already in your CRM, all you need to do is get in touch.

How this Google Forms-Microsoft Dynamics integration works

1. A new response is created in Google Forms
2. Zapier creates a contact in Microsoft Dynamics

Apps involved

• Google Forms
• Microsoft Dynamics

Keep in touch with prospects and site visitors by adding them to your CRM whenever they fill out an online form. Use this Zap to automatically add new Gravity Forms submissions to Microsoft Dynamics as contacts. That way, your contacts are already in your CRM, ready for you to reach out to them.

How this Gravity Forms-Microsoft Dynamics integration works

1. A new submission is created in Gravity Forms
2. Zapier creates a contact in Microsoft Dynamics

Apps involved

• Gravity Forms
• Microsoft Dynamics

Keeping your database up-to-date can be difficult when you use many different tools to capture information. If you are manually uploading lists to stay current, let Zapier automate that workflow for you. Once you configure this integration, new Formstack submissions will be added as new leads in Microsoft Dynamics CRM.

Note: This integration does not update existing leads, but only creates new leads.

How this Formstack-Microsoft Dynamics CRM integration works

1. New submission in Formstack
2. Zapier creates a new lead in Microsoft Dynamics CRM

Apps involved

• Formstack
• Microsoft Dynamics CRM

Keep your newly captured leads all in one place: your CRM. Use this Zap to automatically add new Formstack submissions to Microsoft Dynamics as leads. Now that your leads are in your CRM, all that's left to do is reach out to them and turn them into customers.

How this Formstack-Microsoft Dynamics integration works

1. A new submission is created in Formstack
2. Zapier creates a lead in Microsoft Dynamics

Apps involved

• Formstack
• Microsoft Dynamics

Save, sort, share, and analyze your sales opportunities--all within an online spreadsheet. Use this Zap to automatically add new Microsoft Dynamics opportunities to Google Sheets as rows. Once your opportunities are in Google Sheets, you can analyze them and share your findings with your team.

How this Microsoft Dynamics-Google Sheets integration works

1. A new opportunity is created in Microsoft Dynamics
2. Zapier creates a row in Google Sheets

Apps involved

• Microsoft Dynamics
• Google Sheets

Importing leads by hand is time-consuming. This Microsoft Dynamics CRM-SendPulse integration does that work for you, copying new Dynamics contacts to your SendPulse list automatically. That can trigger automation campaigns and give your contacts more information about your company and what you have to offer.

How It Works

1. A new contact is added to Microsoft Dynamics CRM
2. Zapier creates a new contact in SendPulse

What You Need

• Microsoft Dynamics CRM account
• SendPulse account

Every day your website gets visitors—but most of them stay anonymous. Take action on everyone by setting up this automation to help you convert them. From that point forward, Zapier will automatically create a lead on Microsoft Dynamics for every new site visitor detected by VisitorTrack, ensuring you never miss anyone.

How this VisitorTrack-Microsoft Dynamics integration works

1. Anonymous business visitors to your site are tracked and identified by VisitorTrack
2. A new lead is created by Zapier on Microsoft Dynamics CRM

Apps involved

• VisitorTrack
• Microsoft Dynamics CRM

Get support from your customer relations team and the creative department the moment you start working with a potential client. After setting up this automation, creating a new lead in MS Dynamics CRM will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.

How this MS Dynamics CRM-Image Relay integration works

1. A new lead is created in MS Dynamics CRM
2. Zapier creates a new folder in Image Relay

• MS Dynamics CRM
• Image Relay

Use Microsoft Dynamics CRM to store all your contact data? Need to keep your contacts in iContact Pro up to date with the latest data from your CRM? This integration will copy them over automatically whenever you create a new contact on Dynamics so you never have to worry about doing it again.

How this Microsoft Dynamics CRM integration works:

1. A new contact record is created in Microsoft Dynamics CRM
2. Zapier creates a new contact and adds them to a specified list in iContact Pro

Apps involved

• Microsoft Dynamics CRM
• iContact Pro

The more data you have in your CRM, the more powerful it is. Make sure you have all of your subscribers and contacts in your CRM, so you can get a single view of your contact list without switching between tools. Use this Zap to automatically add new ActiveCampaign contacts to Microsoft Dynamics as contacts. That way, the manual data transfer is done for you and you are left with a single, consolidated contact list.

How this ActiveCampaign-Microsoft Dynamics integration works

1. A new contact is created in ActiveCampaign
2. Zapier creates a contact in Microsoft Dynamics

Apps involved

• ActiveCampaign
• Microsoft Dynamics

Need a way to automatically populate documents like proposals, contracts, quotes, and more from Microsoft Dynamics CRM? Setup the Microsoft Dynamics CRM-WebMerge integration and each time you get a new deal in Dynamics CRM, Zapier will automatically send that data over to your WebMerge template(s).

Note: you will need a WebMerge account with a Document Template to use this Zap.

How this Microsoft Dynamics CRM-WebMerge integration works

1. A new opportunity is added to Microsoft Dynamics CRM
2. Zapier automatically sends the data over to WebMerge

Apps involved

• Microsoft Dynamics CRM
• WebMerge

When you meet a slew of potential new clients at a networking event or conference, make sure their details are added to your CRM, so you can get in contact later. Use this Zap to automatically add new FullContact business cards to Microsoft Dynamics as leads. That way, all of your leads' contact information is in one place, so you can easily get in touch.

How this FullContact-Microsoft Dynamics integration works

1. A new business card is scanned into FullContact
2. Zapier creates a lead in Microsoft Dynamics

Apps involved

• FullContact
• Microsoft Dynamics

Keep track of your door-to-door sales by adding interested prospects into your CRM as leads. Use this Zap to automatically create leads in Microsoft Dynamics whenever Spotio pins are created or updated. Then you will have all their relevant contact information in your CRM, ready to go when you decide to reach back out to those leads!

How this Spotio-Microsoft integration works

1. A new pin is created or updated in Spotio
2. Zapier creates a lead in Microsoft Dynamics

Apps involved

• Spotio
• Microsoft Dynamics

When you get new appointments booked, make sure you add all information from the appointments to a single place: your CRM. Use this Zap to automatically create leads in Microsoft Dynamics whenever new appointments are created in Acuity Scheduling. That way, your contacts' information will already be in your CRM, so you can refer to it before, during, and after your appointment.

How this Acuity Scheduling-Microsoft Dynamics integration works

1. A new appointment is created in Acuity Scheduling
2. Zapier creates a lead in Microsoft Dynamics

Apps involved

• Acuity Scheduling
• Microsoft Dynamics

Add new email subscribers to Microsoft Dynamics, so that all of your contacts are consolidated into one place. Use this Zap to automatically add new ActiveCampaign contacts to Microsoft Dynamics as leads. Now that your contacts are organized in your CRM, you can swiftly take action and starting turning leads into loyal customers.

How this ActiveCampaign-Microsoft Dynamics integration works

1. A new contact is created in ActiveCampaign
2. Zapier creates a lead in Microsoft Dynamics

Apps involved

• ActiveCampaign
• Microsoft Dynamics

Sometimes you need to migrate contacts between apps, others it's useful to have them replicated. Either way, this automation can save you the trouble of double entry. After it's been activated, Zapier will capture every new contact you add on Microsoft Dynamics CRM and add them as new people on Sellf with every detail you need to carry over.

How this Microsoft Dynamics-Sellf integration works

1. A new contact is created on Microsoft Dynamics CRM
2. Zapier automatically creates a new person on Sellf

Apps involved

• Microsoft Dynamics
• Sellf