Constant Contacts + Microsoft Dynamics 365 CRM Integration

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

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1.
  • Constant Contacts
    Email is opened in Constant Contacts
  • Constant Contacts
    Contact is created in Constant Contacts
  • Constant Contacts
    List is created in Constant Contacts
  • 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
Arrow Right
2.
  • Constant Contacts
    Create contact in Constant Contacts
  • Constant Contacts
    Update contact in Constant Contacts
  • Constant Contacts
    Search contact in Constant Contacts
  • Constant Contacts
    Create contact list in Constant Contacts
  • Constant Contacts
    Update contact list in Constant Contacts
  • Constant Contacts
    Search contact list in Constant Contacts
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM

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Ready Workflows Ready Workflows for Constant Contacts + Microsoft Dynamics 365 CRM Integration

Capture contacts, organise leads, keep your CRM updated, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Constant Contacts Integration

Create Constant Contact contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use Constant Contact to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in Constant Contact.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Constant Contacts + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Constant Contact 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 Constant Contact 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 Constant Contacts + Microsoft Dynamics 365 CRM flow

Sync your synced contacts into email tools, spreadsheets, and calendar software to streamline follow-ups. Pick a combination and activate it in one click.

Constant Contacts
Microsoft Dynamics 365 CRM
+
Microsoft OutlookMicrosoft Outlook (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
ZoomInfoZoomInfo (4)
+
CalendlyCalendly (4)
+
Microsoft ExcelMicrosoft Excel (4)
C
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When a contact is created in Constant Contacts, create a contact in Microsoft Dynamics 365 CRM and send an email in Microsoft Outlook.
New Constant Contacts contacts appear in Microsoft Dynamics 365 CRM instantly while Microsoft Outlook sends a welcome message to the subscriber.
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Send an email in Microsoft Outlook when a contact is created in Constant Contacts and update the contact in Microsoft Dynamics 365 CRM.
Notify your team via Microsoft Outlook and update Microsoft Dynamics 365 CRM records whenever a new Constant Contacts subscriber is registered.
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When an email is opened in Constant Contacts, create a contact in Microsoft Dynamics 365 CRM and send a follow-up in Microsoft Outlook.
Engaged email subscribers trigger a new Microsoft Dynamics 365 CRM contact and an automatic Microsoft Outlook follow-up email.
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Use ChatGPT to analyse Constant Contacts responses, create a Microsoft Dynamics 365 CRM lead, and send a briefing in Microsoft Outlook.
ChatGPT analyses new subscriber responses from Constant Contacts before creating a Microsoft Dynamics 365 CRM lead and notifying Microsoft Outlook.

Supported triggers and actions for Constant Contacts and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Constant Contacts
Constant Contacts Triggers & Actions
Email is opened in Constant Contacts
Triggers the automation when an email is opened
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Contact is created in Constant Contacts
Triggers the automation when a new contact is created
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List is created in Constant Contacts
Triggers the automation when a new list is created
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Create contact in Constant Contacts
Adds a new contact to the database
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Update contact in Constant Contacts
Updates contact information with new details
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Search contact in Constant Contacts
Finds and retrieves contact information
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Create contact list in Constant Contacts
Generates a list of contacts
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Update contact list in Constant Contacts
Updates the contact list with the latest information
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Search contact list in Constant Contacts
Searches for a contact in the contact list
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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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Search marketing list by name in Microsoft Dynamics 365 CRM
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Get contact by Id in Microsoft Dynamics 365 CRM
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Get marketing list members in Microsoft Dynamics 365 CRM
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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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What can you automate with Constant Contacts + Microsoft Dynamics 365 CRM?

Streamline your lead generation and customer management by connecting email marketing data directly to your CRM records.

What you can automate?
🔄
Sync new Constant Contacts contacts directly into Microsoft Dynamics 365 CRM automatically
Every new subscriber created in Constant Contacts automatically generates a corresponding contact record in Microsoft Dynamics 365 CRM. Eliminate manual copy-pasting and ensure sales teams receive lead details immediately.
📋
Map every custom field submitted in your Constant Contacts signup forms
Transfer comprehensive subscriber details and custom form responses directly into Microsoft Dynamics 365 CRM contact profiles instead of basic names and emails, giving your team complete context.
🔔
Notify your sales channel immediately when a new contact is created
Trigger instant alerts in Microsoft Outlook or messaging tools the moment a Constant Contacts subscriber is successfully added to Microsoft Dynamics 365 CRM.
🔀
Route leads differently based on submitted form categories or tags
If a new Constant Contacts subscriber selects a specific interest list, create a priority lead in Microsoft Dynamics 365 CRM; otherwise, create a standard contact.
📝
Keep contact records updated as subscriber details change
Automatically update existing Microsoft Dynamics 365 CRM contact details whenever a subscriber modifies their profile information or preferences in Constant Contacts.
🔍
Prevent duplicate entries with smart search and update logic
Search for existing records in Microsoft Dynamics 365 CRM before creating a new entry, updating current contact information when a matching profile is found.
💼
Update contact statuses when sales stages or orders change
Trigger contact updates or list changes in Constant Contacts when a sales order or opportunity status changes in Microsoft Dynamics 365 CRM.
📊
Extend your workflow to external tools like HubSpot or Excel
Automatically sync new Constant Contacts and Microsoft Dynamics 365 CRM contacts into Microsoft Excel spreadsheets or HubSpot for deeper analysis.
And much more...

Who is Constant Contacts + Microsoft Dynamics 365 CRM integration for?

Marketing and sales teams connecting email campaigns to customer records need seamless data sync to follow up on leads without manual delays.

Marketing analysts
Marketing analysts
Sales development reps
Sales development reps
Account managers
Account managers
Email marketing specialists
Email marketing specialists
CRM administrators
CRM administrators
Customer success managers
Customer success managers
📈
Marketing analysts
You're reviewing email engagement reports and CRM pipelines every week, but campaign stats only sync when someone manually exports lists, so the conversion numbers you're presenting are always hours behind — automating both apps means every new contact lands in your CRM instantly and your reports stay current.
Sales development reps
You need to reach out the moment a subscriber shows interest, but you only discover new signups after checking weekly email logs, so leads go cold before you make contact — with this integration, every new contact creates a CRM record instantly so you can follow up while interest is high.
📋
Account managers
You're updating stakeholders on campaign reach and pipeline growth, but maintaining separate records across email and CRM lists leads to mismatched numbers, so progress reports are hard to verify — connecting these apps means your CRM always reflects your latest email engagement without manual data entry.
📨
Email marketing specialists
You're managing thousands of new newsletter subscribers every week, but manually copying contact details into your CRM takes hours and creates severe backlogs, so new leads sit waiting — with this integration, every subscriber is synced automatically so your team handles high volumes without bottlenecks.
🗂️
CRM administrators
You're responsible for keeping customer databases clean, but sales teams depend on manual handoffs between email tools and the CRM, leading to missing contact data and broken workflows — automating both apps means every subscriber record arrives complete with all source details ready for action.
🔍
Customer success managers
You rely on complete customer history to handle support and onboarding, but gaps between your email platform and CRM leave key engagement data missing, so you lack context during calls — integrating these apps means every interaction is logged reliably so your records have zero gaps.
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Why choose Integrately to automate Constant Contacts + Microsoft Dynamics 365 CRM

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

1,500+ apps connected
1,500+ apps connected
Connect Constant Contacts + Microsoft Dynamics 365 CRM 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 Constant Contacts to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Constant Contacts to Microsoft Dynamics 365 CRM in 1 click using ready templates or ask Integrately AI to build the automation. It also connects with Microsoft Outlook, Mailchimp, HubSpot, ZoomInfo, Calendly, and Microsoft Excel.
Can I automatically create Microsoft Dynamics 365 CRM contacts from new Constant Contacts subscribers?
Frequently Asked Questions
Can I connect Constant Contacts, Microsoft Dynamics 365 CRM, and Microsoft Outlook?
Frequently Asked Questions
What is a good Zapier alternative for Constant Contacts and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Constant Contacts handle contact data during the integration?
Frequently Asked Questions
How are contact updates managed in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I set up this integration without any coding skills?
Frequently Asked Questions
Is the Constant Contacts and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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