Act-On + Microsoft Dynamics 365 CRM Integration

Q: Can I automatically create Microsoft Dynamics 365 CRM leads from Act-On form submissions?

Every Act-On form submission can automatically create a new lead in Microsoft Dynamics 365 CRM without manual data entry. Start with a ready automation in one click or use Integrately AI to configure custom branching rules.

Q: Can I connect Act-On, Microsoft Dynamics 365 CRM, and Slack?

All three apps work together seamlessly in a single multi-step automation. When a form is submitted in Act-On, it creates a lead in Microsoft Dynamics 365 CRM and notifies your sales team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Act-On and Microsoft Dynamics 365 CRM?

Integrately is a faster, more reliable alternative for connecting Act-On and Microsoft Dynamics 365 CRM. With 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost, most alternatives cannot match its speed and ease of use.

Q: How are contact updates handled between Act-On and Microsoft Dynamics 365 CRM?

Contact updates in Act-On can automatically refresh matching records in Microsoft Dynamics 365 CRM. Start from a ready automation template to keep both databases synchronized in real time.

Q: Can I sync Microsoft Dynamics 365 CRM lead status changes back to Act-On?

When a lead status changes in Microsoft Dynamics 365 CRM, you can automatically update the corresponding contact record in Act-On. Ready automation workflows handle this bidirectional sync effortlessly.

Q: Do I need coding skills to automate Act-On and Microsoft Dynamics 365 CRM?

No coding skills are required to connect Act-On and Microsoft Dynamics 365 CRM. You can launch ready templates in 1 click or use Integrately AI to build custom multi-step flows through natural conversation.

Q: Is the Act-On and Microsoft Dynamics 365 CRM integration free?

The Act-On and Microsoft Dynamics 365 CRM integration is available on the Integrately free forever plan. You can start automating immediately with our free tier or explore premium features with a 14-day free trial.

Integrate Act-On to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create CRM records, update contact details, and trigger follow-up campaigns automatically.

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CRM is disconnected in Act-On Instant
Form is submitted in Act-On Instant
Automated program is started in Act-On Instant
Automated program is stopped in Act-On Instant
Contact is added to hard bounce list in Act-On Instant
CRM is connected in Act-On Instant
Subscription category is added in Act-On Instant
Subscription category is deleted in Act-On Instant
Subscription category is updated in Act-On Instant
Contact is added to soft bounce list in Act-On Instant
Subscription category opt in in Act-On Instant
Subscription category opt out in Act-On Instant
Contact is added in Act-On Instant
Contact is updated in Act-On Instant
Contact opt global in in Act-On Instant
Contact opt global out in Act-On Instant
Contact marked email as spam in Act-On Instant
Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM

Add contact to marketing list in Act-On
Create or update contact in all contacts by email in Act-On
Create or update contact in all contacts by external id in Act-On
Add contact to direct select segment in all contacts in Act-On
Create or update contact in marketing list by email in Act-On
Search contact in marketing list by email in Act-On
Search contact in all contacts by email in Act-On
Import contacts in Act-On
Search marketing list by name in Microsoft Dynamics 365 CRM
Get contact by Id in Microsoft Dynamics 365 CRM
Get marketing list members in Microsoft Dynamics 365 CRM
Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM

Trusted by experts at...

Ready Workflows for Act-On + Microsoft Dynamics 365 CRM Integration

Capture form submissions, create CRM leads, update contact details, and trigger follow-up campaigns, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Act-On contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and Act-On contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

Create Microsoft Dynamics 365 CRM contact for new Act-On form submission

When someone completes your Act-On, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Act-On is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Act-On - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.

Activate

Update Act-On contact from new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM + Act-On Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act-On + Microsoft Dynamics 365 CRM flow

Sync your marketing data with email, advertising, CRM, spreadsheet, meeting, and team communication tools once your core automation runs. Pick a combination and activate it in one click.

Microsoft Outlook (4)

LinkedIn Ads (4)

HubSpot (4)

Google Sheets (4)

Zoom (4)

Slack (4)

Add every Act-On form submission to Microsoft Dynamics 365 CRM, and send a notification email in Microsoft Outlook

New Act-On form submissions create leads in Microsoft Dynamics 365 CRM instantly while Microsoft Outlook notifies your sales team, eliminating manual data entry.

When a contact is updated in Act-On, update the record in Microsoft Dynamics 365 CRM and email the account owner in Microsoft Outlook

Keep contact details synchronized across Act-On and Microsoft Dynamics 365 CRM while alerting account owners via Microsoft Outlook.

If an Act-On form submission meets enterprise criteria, create a lead in Microsoft Dynamics 365 CRM and email executive leadership in Microsoft Outlook

Route high-value Act-On submissions directly into Microsoft Dynamics 365 CRM and notify leaders via Microsoft Outlook.

Use ChatGPT to analyze Act-On form submissions, create a Microsoft Dynamics 365 CRM lead, and email the briefing via Microsoft Outlook

Leverage AI to qualify Act-On submissions before creating Microsoft Dynamics 365 CRM records and emailing summaries in Microsoft Outlook.

Add Act-On form submissions to Microsoft Dynamics 365 CRM, and update campaign conversion audiences in LinkedIn Ads

Sync Act-On submissions into Microsoft Dynamics 365 CRM while updating targeting audiences in LinkedIn Ads automatically.

When a Microsoft Dynamics 365 CRM lead is created from Act-On, update customer matching segments in LinkedIn Ads

Keep LinkedIn Ads retargeting lists updated when new Act-On leads populate Microsoft Dynamics 365 CRM.

If an Act-On form submission originates from LinkedIn Ads, create a priority lead in Microsoft Dynamics 365 CRM and update campaign metrics

Segment incoming Act-On leads by source to create prioritized Microsoft Dynamics 365 CRM records and update LinkedIn Ads tracking.

Use Claude to categorize Act-On form submissions, create a Microsoft Dynamics 365 CRM lead, and sync the audience in LinkedIn Ads

Analyze Act-On prospect intent with Claude before building Microsoft Dynamics 365 CRM records and updating LinkedIn Ads segments.

Sync Act-On form submissions to Microsoft Dynamics 365 CRM, and update contact profiles in HubSpot

Bridge marketing automation platforms by sending Act-On form data to Microsoft Dynamics 365 CRM and HubSpot simultaneously.

When a Microsoft Dynamics 365 CRM contact is updated, sync the changes to Act-On and log activity in HubSpot

Propagate Microsoft Dynamics 365 CRM contact updates back into Act-On and maintain activity tracking in HubSpot.

If an Act-On contact opts out globally, update Microsoft Dynamics 365 CRM status and unsubscribe the user in HubSpot

Synchronize global opt-out preferences between Act-On, Microsoft Dynamics 365 CRM, and HubSpot automatically.

Use Gemini to score Act-On submissions, create a Microsoft Dynamics 365 CRM lead, and update deal properties in HubSpot

Evaluate Act-On leads using Gemini before creating Microsoft Dynamics 365 CRM records and updating HubSpot deal properties.

Log every Act-On form submission in Google Sheets, and create a corresponding lead in Microsoft Dynamics 365 CRM

Archive Act-On form responses in Google Sheets while generating active leads in Microsoft Dynamics 365 CRM automatically.

When a Microsoft Dynamics 365 CRM lead is updated, log the changes in Google Sheets and update the contact in Act-On

Track CRM lifecycle changes in Google Sheets while keeping Act-On contact records fully synchronized.

If an Act-On form submission contains specific keywords, log it in Google Sheets and create a priority lead in Microsoft Dynamics 365 CRM

Filter Act-On submissions based on keyword criteria, logging matches in Google Sheets and creating Microsoft Dynamics 365 CRM leads.

Use Perplexity to research Act-On form submissions, log insights in Google Sheets, and create a Microsoft Dynamics 365 CRM lead

Enrich Act-On lead data using Perplexity before logging details in Google Sheets and creating Microsoft Dynamics 365 CRM records.

When an Act-On form is submitted for a webinar, create a Microsoft Dynamics 365 CRM lead and register the contact in Zoom

Automate webinar registration from Act-On form submissions while provisioning leads in Microsoft Dynamics 365 CRM instantly.

When a Microsoft Dynamics 365 CRM meeting is booked, update contact status in Act-On and schedule a session in Zoom

Synchronize consultation bookings between Microsoft Dynamics 365 CRM, Act-On marketing lists, and Zoom meeting schedules.

If an Act-On webinar registrant attends the session, update Microsoft Dynamics 365 CRM lead score and log attendance in Zoom

Track Zoom webinar attendance to update lead scoring in Act-On and modify pipeline status in Microsoft Dynamics 365 CRM.

Use Claude to summarize Zoom webinar engagement, update Act-On contact tags, and log notes in Microsoft Dynamics 365 CRM

Analyze Zoom attendee engagement using Claude before updating Act-On tags and logging notes in Microsoft Dynamics 365 CRM.

Notify your sales channel in Slack when an Act-On form submission creates a Microsoft Dynamics 365 CRM lead

Alert sales teams instantly in Slack when Act-On form submissions generate new Microsoft Dynamics 365 CRM leads.

When a Microsoft Dynamics 365 CRM lead is updated, update the record in Act-On and alert the account team in Slack

Broadcast Microsoft Dynamics 365 CRM lead updates to Slack channels while maintaining synchronized contact states in Act-On.

If an Act-On form submission is enterprise tier, create a Microsoft Dynamics 365 CRM lead and alert leadership in Slack

Route high-value Act-On submissions into Microsoft Dynamics 365 CRM and broadcast priority alerts to Slack.

Use ChatGPT to summarize Act-On lead inquiries, create a Microsoft Dynamics 365 CRM lead, and post the brief in Slack

Summarize Act-On inquiries using ChatGPT before creating Microsoft Dynamics 365 CRM leads and posting briefings in Slack.

Supported triggers and actions for Act-On and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Act-On Triggers & Actions

Instant

CRM is disconnected in Act-On

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Instant

Form is submitted in Act-On

Triggers the automation when a form is submitted

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Instant

Automated program is started in Act-On

Triggers the automation when an automated program is started

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Instant

Automated program is stopped in Act-On

Try it →

Instant

Contact is added to hard bounce list in Act-On

Try it →

Instant

CRM is connected in Act-On

Try it →

Instant

Subscription category is added in Act-On

Try it →

Instant

Subscription category is deleted in Act-On

Try it →

Instant

Subscription category is updated in Act-On

Try it →

Instant

Contact is added to soft bounce list in Act-On

Try it →

Instant

Subscription category opt in in Act-On

Try it →

Instant

Subscription category opt out in Act-On

Try it →

Instant

Contact is added in Act-On

Try it →

Instant

Contact is updated in Act-On

Try it →

Instant

Contact opt global in in Act-On

Try it →

Instant

Contact opt global out in Act-On

Try it →

Instant

Contact marked email as spam in Act-On

Try it →

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

Try it →

Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

Try it →

Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

Try it →

Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

Try it →

Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

Try it →

Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

Try it →

Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

Try it →

Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

Try it →

Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

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Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

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What can you automate with Act-On + Microsoft Dynamics 365 CRM?

Streamline your entire revenue operation by connecting Act-On marketing workflows directly to Microsoft Dynamics 365 CRM records.

Get Started For Free

🚀

Sync every form submission into active CRM leads

Turn inbound Act-On form completions into Microsoft Dynamics 365 CRM leads automatically the moment prospects submit their details. Eliminate manual data entry and accelerate your sales response times.

📋

Capture every submitted field without data loss

Map all custom form questions and preference checkboxes from Act-On straight into corresponding Microsoft Dynamics 365 CRM fields. Ensure sales representatives have complete context for every conversation.

🔔

Alert your sales team the second a lead arrives

Trigger instant team notifications whenever an Act-On activity creates a new Microsoft Dynamics 365 CRM record. Keep reps informed and ready to engage high-value prospects immediately.

🔀

Route prospects based on submitted form criteria

Evaluate specific responses in Act-On to create priority leads in Microsoft Dynamics 365 CRM for enterprise prospects while routing standard inquiries to general queues.

🔄

Keep contact records updated as details change

Synchronize profile updates across Act-On and Microsoft Dynamics 365 CRM bidirectionally. Ensure contact information remains accurate regardless of where changes are made.

🛡️

Prevent duplicate records with smart matching

Search existing database entries by email before creating new records. Update existing Microsoft Dynamics 365 CRM contacts with fresh Act-On data instead of generating cluttered duplicates.

🚫

Manage global opt-outs and compliance instantly

When a contact unsubscribes or opts out in Act-On, immediately update their communication status in Microsoft Dynamics 365 CRM. Maintain strict regulatory compliance across your entire tech stack.

🔗

Extend workflows to team messaging and spreadsheets

Connect your core Act-On and Microsoft Dynamics 365 CRM pipeline to tools like Slack or Google Sheets for comprehensive reporting and instant team alignment.

And much more...

Who is Act-On + Microsoft Dynamics 365 CRM integration for?

Connecting Act-On and Microsoft Dynamics 365 CRM eliminates manual handoffs between marketing campaigns and sales pipelines, keeping revenue teams aligned.

Performance marketers

Sales development reps

Account managers

Marketing operations teams

Enterprise sales reps

CRM data administrators

📈

Performance marketers

You're running multi-channel campaigns tracked in Act-On but your CRM pipeline reporting only updates when someone manually exports leads, so the conversion counts you're optimizing against are always hours behind — this integration means every form submission populates Microsoft Dynamics 365 CRM instantly and your campaign metrics stay current.

⚡

Sales development reps

You need to follow up with inbound prospects the moment they express interest, but waiting for batch marketing exports means you find out about hot leads long after they submitted your form — this integration means every Act-On submission creates a Microsoft Dynamics 365 CRM lead immediately and you can reach out first.

🤝

Account managers

You answer to executive stakeholders who demand real-time pipeline visibility, but discrepancies between your marketing automation and CRM databases leave you scrambling to reconcile records — this integration means all contact updates sync automatically and your reporting accurately reflects active client engagement.

📊

Marketing operations teams

The volume of inbound form entries is too high for anyone to keep up with by hand, leading to missed sync errors and fragmented prospect histories across your stack — this integration means every Act-On activity maps directly into Microsoft Dynamics 365 CRM without manual intervention and your database remains pristine.

🎯

Enterprise sales reps

You own the closing stage and depend on marketing teams to hand over complete prospect details without missing custom field inputs — this integration means every Act-On qualification flows straight into Microsoft Dynamics 365 CRM with full context and your pipeline handoffs happen without friction.

🗂️

CRM data administrators

You need a reliable, audit-ready customer history but keep finding gaps caused by manual data entry mistakes between your marketing platform and CRM — this integration means every contact change is logged identically across both systems and your database integrity stays intact.

Try This Integration – No Code Needed

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Why choose Integrately to automate Act-On + Microsoft Dynamics 365 CRM

Build and manage your Act-On + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Act-On + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Act-On to Microsoft Dynamics 365 CRM?

You can connect Act-On to Microsoft Dynamics 365 CRM instantly using 1-click automation setups on Integrately. Choose from pre-built templates or ask Integrately AI to build the workflow and map your fields across Microsoft Outlook, Slack, and 1,500+ other apps.

Can I automatically create Microsoft Dynamics 365 CRM leads from Act-On form submissions?

Can I connect Act-On, Microsoft Dynamics 365 CRM, and Slack?

What is a good Zapier alternative for Act-On and Microsoft Dynamics 365 CRM?

How are contact updates handled between Act-On and Microsoft Dynamics 365 CRM?

Can I sync Microsoft Dynamics 365 CRM lead status changes back to Act-On?

Do I need coding skills to automate Act-On and Microsoft Dynamics 365 CRM?

Is the Act-On and Microsoft Dynamics 365 CRM integration free?

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Act-On + Microsoft Dynamics 365 CRM Integration

Integrate Act-On to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create CRM records, update contact details, and trigger follow-up campaigns automatically.

Trusted by experts at...

Ready Workflows for Act-On + Microsoft Dynamics 365 CRM Integration

Capture form submissions, create CRM leads, update contact details, and trigger follow-up campaigns, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Act-On contact

Create Microsoft Dynamics 365 CRM contact for new Act-On form submission

Update Act-On contact from new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act-On + Microsoft Dynamics 365 CRM flow

Sync your marketing data with email, advertising, CRM, spreadsheet, meeting, and team communication tools once your core automation runs. Pick a combination and activate it in one click.

Supported triggers and actions for Act-On and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

What can you automate with Act-On + Microsoft Dynamics 365 CRM?

Streamline your entire revenue operation by connecting Act-On marketing workflows directly to Microsoft Dynamics 365 CRM records.

Who is Act-On + Microsoft Dynamics 365 CRM integration for?

Connecting Act-On and Microsoft Dynamics 365 CRM eliminates manual handoffs between marketing campaigns and sales pipelines, keeping revenue teams aligned.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Act-On + Microsoft Dynamics 365 CRM

Build and manage your Act-On + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Act-On or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Act-On + Microsoft Dynamics 365 CRM Integration

Integrate Act-On to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create CRM records, update contact details, and trigger follow-up campaigns automatically.

Trusted by experts at...

Ready Workflows for Act-On + Microsoft Dynamics 365 CRM Integration

Capture form submissions, create CRM leads, update contact details, and trigger follow-up campaigns, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Act-On contact

Create Microsoft Dynamics 365 CRM contact for new Act-On form submission

Update Act-On contact from new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act-On + Microsoft Dynamics 365 CRM flow

Sync your marketing data with email, advertising, CRM, spreadsheet, meeting, and team communication tools once your core automation runs. Pick a combination and activate it in one click.

Supported triggers and actions for Act-On and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

What can you automate with Act-On + Microsoft Dynamics 365 CRM?

Streamline your entire revenue operation by connecting Act-On marketing workflows directly to Microsoft Dynamics 365 CRM records.

Who is Act-On + Microsoft Dynamics 365 CRM integration for?

Connecting Act-On and Microsoft Dynamics 365 CRM eliminates manual handoffs between marketing campaigns and sales pipelines, keeping revenue teams aligned.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Act-On + Microsoft Dynamics 365 CRM

Build and manage your Act-On + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Act-On or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click