Microsoft Dynamics 365 CRM + ActiveCampaign Integration

Integrate ActiveCampaign to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync contact details, update your CRM records, alert your team, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • ActiveCampaign
    Tag is added to contact in ActiveCampaign Instant
  • ActiveCampaign
    Contact is added to list in ActiveCampaign Instant
  • ActiveCampaign
    Contact is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is updated in ActiveCampaign Instant
  • ActiveCampaign
    Contact task is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is unsubscribed in ActiveCampaign Instant
  • ActiveCampaign
    Contact note is created in ActiveCampaign Instant
  • ActiveCampaign
    Automation webhook data is received in ActiveCampaign Instant
  • ActiveCampaign
    Contact is associated with an automation in ActiveCampaign
  • ActiveCampaign
    Automation is created in ActiveCampaign
  • ActiveCampaign
    Calendar feed is created in ActiveCampaign
  • ActiveCampaign
    Pipeline is created in ActiveCampaign Instant
  • ActiveCampaign
    Pipeline stage is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is updated in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is completed in ActiveCampaign Instant
  • ActiveCampaign
    Deal note is created in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is initated in ActiveCampaign Instant
  • ActiveCampaign
    Campaign link is clicked in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is opened in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is bounced in ActiveCampaign Instant
  • ActiveCampaign
    List is created in ActiveCampaign Instant
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2.

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Ready Workflows Ready Workflows for ActiveCampaign + Microsoft Dynamics 365 CRM Integration

Capture leads, sync contact details, keep your CRM updated, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + ActiveCampaign Integration

Create ActiveCampaign contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - ActiveCampaign integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an ActiveCampaign contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Dynamics 365 CRM + ActiveCampaign Integration

Create ActiveCampaign deal from new Microsoft Dynamics 365 CRM contact

Anytime a new contact is created in your Microsoft Dynamics 365 CRM, a new deal will automatically be created in your ActiveCampaign. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Microsoft Dynamics 365 CRM - ActiveCampaign integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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ActiveCampaign + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new ActiveCampaign 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 ActiveCampaign 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.
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Connect more apps to your ActiveCampaign + Microsoft Dynamics 365 CRM flow

Extend your automation stack with email, scheduling, and messaging tools to keep every team aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
ActiveCampaign
+
Microsoft OutlookMicrosoft Outlook (3)
+
LinkedIn AdsLinkedIn Ads (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
SlackSlack (3)
A
M
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Add every new ActiveCampaign contact to Microsoft Outlook, and create a lead in Microsoft Dynamics 365 CRM
New ActiveCampaign contacts appear in Microsoft Outlook and Microsoft Dynamics 365 CRM instantly without manual data entry.
A
M
M
When a contact is updated in ActiveCampaign, update your Microsoft Outlook contact and Microsoft Dynamics 365 CRM record
Contact changes in ActiveCampaign sync to Microsoft Outlook and Microsoft Dynamics 365 CRM automatically.
A
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Send a Microsoft Outlook email whenever a deal is created in ActiveCampaign and logged in Microsoft Dynamics 365 CRM
Notify your team via Microsoft Outlook when ActiveCampaign creates a deal and Microsoft Dynamics 365 CRM logs the account.

Supported triggers and actions for Microsoft Dynamics 365 CRM and ActiveCampaign

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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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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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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ActiveCampaign
ActiveCampaign Triggers & Actions
Instant
Tag is added to contact in ActiveCampaign
Triggers the automation when a tag is added
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Instant
Contact is added to list in ActiveCampaign
Triggers the automation when a contact is added to a list
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Instant
Contact is created in ActiveCampaign
Triggers the automation when a new contact is created
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Instant
Contact is updated in ActiveCampaign
Triggers the automation when a contact is updated
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Instant
Contact task is created in ActiveCampaign
Triggers the automation when a task is created for any contact
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Instant
Contact is unsubscribed in ActiveCampaign
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Contact note is created in ActiveCampaign
Triggers the automation when a note is added to any contact
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Instant
Automation webhook data is received in ActiveCampaign
Triggers the automation when webhook data is received
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Contact is associated with an automation in ActiveCampaign
Triggers the automation when a contact is associated with a particular automation
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Automation is created in ActiveCampaign
Triggers the automation when a new automation flow is created
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Calendar feed is created in ActiveCampaign
Triggers the automation when a new event is added to a calendar feed
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Instant
Pipeline is created in ActiveCampaign
Triggers the automation when a new pipeline is created
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Instant
Pipeline stage is created in ActiveCampaign
Triggers the automation when a pipeline stage is changed
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Instant
Deal is created in ActiveCampaign
Triggers the automation when a deal is created
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Instant
Deal is updated in ActiveCampaign
Triggers the automation when a deal is updated
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Instant
Deal task is created in ActiveCampaign
Triggers the automation when a deal task is created
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Instant
Deal task is completed in ActiveCampaign
Triggers the automation when a deal task is completed
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Instant
Deal note is created in ActiveCampaign
Triggers the automation when a deal note is created
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Instant
Campaign is initated in ActiveCampaign
Triggers the automation when a particular campaign is started
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Instant
Campaign link is clicked in ActiveCampaign
Triggers the automation when any campaign link is clicked
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Instant
Campaign is opened in ActiveCampaign
Triggers the automation when any campaign is opened
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Instant
Campaign is bounced in ActiveCampaign
Triggers the automation when a campaign is marked as bounced
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Instant
List is created in ActiveCampaign
Triggers the automation when a new list is created
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Delete contact in ActiveCampaign
Removes a contact from the address book
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Create or update contact in ActiveCampaign
Adds or update contact information
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Search contact in ActiveCampaign
Finds and retrieves contact information
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Create contact note in ActiveCampaign
Records important details and notes for a contact
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Add tag to contact in ActiveCampaign
Adds particular tag to a contact in the crm
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Get contact by id in ActiveCampaign
Retrieves a contact's information based on their id
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Remove tag from contact in ActiveCampaign
Untag the contact
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Create deal in ActiveCampaign
Generates a new deal with
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Update deal in ActiveCampaign
Updates deal information based on new criteria or changes
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Create deal task in ActiveCampaign
Creates and link a new task for a particular deal
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Delete deal in ActiveCampaign
Removes a deal entry from the system
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Search deal in ActiveCampaign
Retrieves and find a deal
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Create deal note in ActiveCampaign
Adds a note to a deal
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Add contact to automation in ActiveCampaign
Adds a contact to a automation workflow
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Subscribe/Unsubscribe contact from list in ActiveCampaign
Subscribes or unsubscribes a contact from a list
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Create tracked event in ActiveCampaign
Creates a new tracked event
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Create deal stage in ActiveCampaign
Creates a new deal stage
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Search deal owner in ActiveCampaign
Scan and retrieve the owner of a particular deal
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Delete deal stage in ActiveCampaign
Removes a deal stage from the system
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Delete deal pipeline in ActiveCampaign
Removes a deal pipeline from the system
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Create account in ActiveCampaign
Generates a new account
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Update account in ActiveCampaign
Updates account information
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Search account in ActiveCampaign
Searches for account information
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Create tag in ActiveCampaign
Generates a new tag
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Search tag in ActiveCampaign
Searches for a tag
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Create campaign in ActiveCampaign
Generates and launch a new marketing campaign
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Search list in ActiveCampaign
Scans and retrieves results for a particular list
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What can you automate with ActiveCampaign + Microsoft Dynamics 365 CRM?

Streamline your marketing and sales operations by automatically syncing contacts, deals, and updates between ActiveCampaign and Microsoft Dynamics 365 CRM.

What you can automate?
🔄
Sync every new contact instantly
Capture every contact created in ActiveCampaign and generate a corresponding lead in Microsoft Dynamics 365 CRM automatically. Eliminate manual data transfer and keep your sales team focused on closing.
📋
Capture every submitted field
Map all custom fields and attributes from your ActiveCampaign forms directly into Microsoft Dynamics 365 CRM fields. Ensure your sales reps have complete context before reaching out to any prospect.
🔔
Alert your sales team immediately
Trigger instant notifications in Slack or Microsoft Outlook whenever a new deal or contact is logged in Microsoft Dynamics 365 CRM from ActiveCampaign.
🔀
Route leads based on custom fields
Split your automation paths depending on tags or deal values in ActiveCampaign, creating tailored lead records in Microsoft Dynamics 365 CRM for different tiers.
🔄
Keep CRM records updated as contacts change
Automatically propagate contact updates, status changes, and tag modifications from ActiveCampaign straight into your Microsoft Dynamics 365 CRM records.
🛡️
Add or update records to prevent duplicates
Use intelligent upsert operations to check existing records in Microsoft Dynamics 365 CRM before creating new entries from ActiveCampaign data.
📊
Handle deal stage updates automatically
Synchronise deal progression and pipeline stage changes between ActiveCampaign and Microsoft Dynamics 365 CRM without manual spreadsheet tracking.
🔌
Extend your workflow to Slack
Connect your core ActiveCampaign and Microsoft Dynamics 365 CRM pipeline with Slack to broadcast winning deals and urgent updates directly to your team channels.
And much more...

Who is ActiveCampaign + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals managing customer data across ActiveCampaign and Microsoft Dynamics 365 CRM eliminate manual data entry and keep pipeline records synchronised.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Enterprise sales teams
Enterprise sales teams
RevOps specialists
RevOps specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in the CRM instantly and your data stays current.
Sales reps
You need to follow up with leads immediately, but you find out about new signups hours later because contact creation notifications get buried in your inbox — automating both apps means every new ActiveCampaign contact creates a Microsoft Dynamics 365 CRM lead instantly so you can call first.
🤝
Account managers
You answer to stakeholders who want to see pipeline progress, but manually copying deal updates from ActiveCampaign into Microsoft Dynamics 365 CRM leaves gaps in your client history — this integration means every deal update syncs automatically and your status reports are always accurate.
🏭
Enterprise sales teams
The volume of inbound contacts is too high for anyone to keep up by hand, leading to missed prospects and untracked accounts — connecting these apps means every form submission and contact update flows straight into your CRM without manual intervention.
💼
RevOps specialists
You own the downstream pipeline and depend on marketing to hand over qualified contacts, but delayed handoffs break your attribution tracking — automating both apps means contact records move from automation to CRM seamlessly with zero manual delay.
📋
Customer success leads
You need a reliable history of customer interactions, but missing touchpoints between your email marketing tool and CRM leave blind spots in your account records — with this integration, every interaction is logged accurately across both platforms.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + ActiveCampaign

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + ActiveCampaign with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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 ActiveCampaign to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect ActiveCampaign to Microsoft Dynamics 365 CRM in 1 click using ready templates or by using Integrately AI to set up your workflow alongside tools like Microsoft Outlook, HubSpot, and Slack.
Can I automatically sync new ActiveCampaign contacts to Microsoft Dynamics 365 CRM leads?
Frequently Asked Questions
Can I connect ActiveCampaign, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ActiveCampaign and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How do contact updates in ActiveCampaign sync to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can deal stages be synced between ActiveCampaign and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to integrate ActiveCampaign and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the ActiveCampaign and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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