Convert Builder + Microsoft Dynamics 365 CRM Integration

Connect Convert Builder to Microsoft Dynamics 365 CRM - Automate your workflows in 1-click

Set up Convert Builder automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of Microsoft Dynamics 365 CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Convert Builder & Microsoft Dynamics 365 CRM using Integrately.
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Microsoft Dynamics 365 CRM + Convert Builder Integration

Create Convert Builder 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 Convert Builder 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 Convert Builder.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Convert Builder + Microsoft Dynamics 365 CRM Integration
1.
  • Convert Builder
    Form response is created in Convert Builder

    Triggers the automation when a form is filled

    Instant
  • Convert Builder
    Order is created in Convert Builder

    Triggers the automation when a new order is created

    Instant
  • Convert Builder
    Order is updated in Convert Builder

    Triggers the automation when any order is updated

    Instant
  • Convert Builder
    Product is created in Convert Builder

    Triggers the automation when a new product is created

    Instant
  • Convert Builder
    Product is updated in Convert Builder

    Triggers the automation when a product is updated

    Instant
  • Convert Builder
    Booking is created in Convert Builder

    Triggers the automation when a new booking is created

    Instant
  • Convert Builder
    Contact is created or updated in Convert Builder

    Triggers the automation when a contact is created or updated

    Instant
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new contact is created

  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when a contact is updated

  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new account is created

  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when an account is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM

    Triggers the automation when any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new case is created

  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when any case is updated

  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new lead is created

  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when the lead information is updated

  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when any quote is updated

2.
  • Convert Builder
    Create contact in Convert Builder

    Adds a new contact to the database

  • Convert Builder
    Delete contact in Convert Builder

    Removes a contact from the address book

  • Convert Builder
    Update product in Convert Builder

    Updates product information

  • Convert Builder
    Search contact in Convert Builder

    Finds and retrieves contact information

  • Convert Builder
    Update contact in Convert Builder

    Updates contact information with new details

  • Convert Builder
    Create product in Convert Builder

    Generates and launch new products

  • Convert Builder
    Create member in Convert Builder

    Adds a new member to the system

  • Convert Builder
    Delete member in Convert Builder

    Removes a member from the system

  • Convert Builder
    Update member in Convert Builder

    Updates a member's information

  • Convert Builder
    Search product in Convert Builder

    Searches for a product

  • Convert Builder
    Create member group in Convert Builder

    Creates a new group of members

  • Convert Builder
    Update member group in Convert Builder

    Updates the particular member group

  • Convert Builder
    Delete member group in Convert Builder

    Deletes a member group

  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM

    Generates new leads for potential customers

  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM

    Updates the lead information

  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM

    Retrieves information for a particular lead

  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM

    Adds a new contact to the database

  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM

    Updates contact information with new details

  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM

    Generates a new account

  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM

    Searches for account information

  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM

    Updates account information

  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM

    Finds and retrieves contact information

  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM

    Searches for a currency

  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM

    Generates a new case entry

  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM

    Updates case details based on new information received

  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM

    Searches for a case record

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You Can Also Connect Convert Builder or Microsoft Dynamics 365 CRM With 1200+ Other Apps

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Convert Builder is the perfect tool for anyone who wants to grow their business. It is an all-in-one marketing platform allowing you to build landing pages, sales funnels, membership sites and popups in minutes.

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Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.

See Microsoft Dynamics 365 CRM Integrations

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