Microsoft Dynamics 365 CRM + ConvertKit Integration

Q: Can I automatically sync new ConvertKit subscribers to Microsoft Dynamics 365 CRM leads?

Every confirmed ConvertKit subscriber can instantly generate a new lead in Microsoft Dynamics 365 CRM. You can activate this with a ready workflow in one click or customise the flow using Integrately AI.

Q: Can I connect ConvertKit, Microsoft Dynamics 365 CRM, and Slack?

All three apps work together in a single automation workflow. When a subscriber is confirmed in ConvertKit and a lead is created in Microsoft Dynamics 365 CRM, an alert can be sent to Slack, along with Microsoft Excel, Typeform, and 1,500+ other apps.

Q: What is a good Zapier alternative for ConvertKit and Microsoft Dynamics 365 CRM?

Integrately provides the same integration capability with 20 million+ templates, 24/5 live chat support, and 3x to 10x lower cost than most alternatives.

Q: How does ConvertKit handle subscriber tags and form data in this integration?

ConvertKit triggers actions based on confirmed subscribers, tags, or forms, allowing you to pass complete subscriber attributes directly into Microsoft Dynamics 365 CRM records.

Q: How does Microsoft Dynamics 365 CRM update contact records with ConvertKit data?

Microsoft Dynamics 365 CRM updates contact details, leads, or accounts automatically whenever subscriber events occur in ConvertKit, keeping your CRM records fully synchronized.

Q: Can I automate this integration without any coding skills?

No coding skills are required to connect ConvertKit and Microsoft Dynamics 365 CRM. You can launch ready templates instantly or ask Integrately AI to build your workflow.

Q: Is the ConvertKit and Microsoft Dynamics 365 CRM integration free?

You can start automating ConvertKit and Microsoft Dynamics 365 CRM with a free forever plan available on Integrately.

Integrate ConvertKit to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each subscriber handled. Capture new subscribers, update CRM records, segment leads, and trigger follow-up sequences automatically.

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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
Subscriber is confirmed in ConvertKit
Tag subscriber is confirmed in ConvertKit Instant
Sequence subscriber is confirmed in ConvertKit Instant
User unsubscribes from emails in ConvertKit Instant
Form is created in ConvertKit
Sequence is created in ConvertKit
Purchase is added in ConvertKit Instant
Form subscriber is confirmed in ConvertKit Instant

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Ready Workflows for ConvertKit + Microsoft Dynamics 365 CRM Integration

Capture new subscribers, update CRM contacts, manage leads, trigger automated follow-ups, and keep data synced, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new ConvertKit subscriber

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 ConvertKit subscriber 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 from new ConvertKit purchase

As an online store owner, you're likely using ConvertKit to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate ConvertKit with Microsoft Dynamics 365 CRM? This integration will allow you to automatically create a contact for each new purchase in Microsoft Dynamics 365 CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

Activate

When Subscriber is confirmed in ConvertKit > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create contact in Microsoft Dynamics 365 CRM

ConvertKit + Microsoft Dynamics 365 CRM Integration

Activate

When Subscriber is confirmed in ConvertKit > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create lead in Microsoft Dynamics 365 CRM

ConvertKit + Microsoft Dynamics 365 CRM Integration

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

Connect more apps to your ConvertKit + Microsoft Dynamics 365 CRM flow

Extend your email marketing and CRM setup by connecting forms, spreadsheets, scheduling, meetings, and team chat. Pick a combination and activate it in one click.

Microsoft Excel (4)

Typeform (4)

Calendly (4)

Zoom (4)

Mailchimp (4)

Slack (4)

Add every confirmed ConvertKit subscriber to Microsoft Excel, and create a lead in Microsoft Dynamics 365 CRM.

Confirmed ConvertKit subscribers appear instantly in Microsoft Excel while creating a lead in Microsoft Dynamics 365 CRM, eliminating manual data entry.

When a Microsoft Dynamics 365 CRM contact is updated, log the update in Microsoft Excel and add a tag in ConvertKit.

Updated Microsoft Dynamics 365 CRM contacts get logged in Microsoft Excel and updated in ConvertKit automatically.

If a ConvertKit subscriber purchase is added, record it in Microsoft Excel and create an account in Microsoft Dynamics 365 CRM.

New purchases in ConvertKit are logged in Microsoft Excel and recorded as an account in Microsoft Dynamics 365 CRM.

When a Microsoft Dynamics 365 CRM lead is created, add the subscriber to a tag in ConvertKit and log it in Microsoft Excel.

New Microsoft Dynamics 365 CRM leads trigger subscriber tagging in ConvertKit and get logged in Microsoft Excel.

Turn every Typeform response into a ConvertKit subscriber, and create a lead in Microsoft Dynamics 365 CRM.

Typeform responses instantly create a ConvertKit subscriber and add a new lead in Microsoft Dynamics 365 CRM.

When a ConvertKit subscriber is confirmed, search for their submission in Typeform and update their record in Microsoft Dynamics 365 CRM.

Confirmed ConvertKit subscribers update matching records in Microsoft Dynamics 365 CRM using Typeform data.

If a Typeform submission indicates enterprise tier, add the subscriber to a ConvertKit sequence and create an account in Microsoft Dynamics 365 CRM.

Enterprise Typeform submissions trigger ConvertKit sequences and create accounts in Microsoft Dynamics 365 CRM.

When a Microsoft Dynamics 365 CRM lead is created, trigger a Typeform follow-up survey and tag the user in ConvertKit.

New Microsoft Dynamics 365 CRM leads trigger Typeform surveys and apply relevant tags in ConvertKit.

Add every Calendly invitee to ConvertKit as a subscriber, and create an opportunity in Microsoft Dynamics 365 CRM.

Calendly bookings automatically create ConvertKit subscribers and open opportunities in Microsoft Dynamics 365 CRM.

When a Microsoft Dynamics 365 CRM contact is updated, schedule a Calendly meeting and tag the subscriber in ConvertKit.

Updated Microsoft Dynamics 365 CRM contacts trigger Calendly scheduling links and apply ConvertKit tags.

If a Calendly meeting is scheduled, add the subscriber to a ConvertKit sequence and update the lead in Microsoft Dynamics 365 CRM.

Scheduled Calendly meetings enroll subscribers in ConvertKit sequences and update Microsoft Dynamics 365 CRM leads.

When a ConvertKit subscriber confirms their email, check Calendly for upcoming bookings and update Microsoft Dynamics 365 CRM.

Confirmed ConvertKit subscribers cross-reference Calendly bookings and update Microsoft Dynamics 365 CRM records.

Add every Zoom webinar registrant to ConvertKit, and create a lead in Microsoft Dynamics 365 CRM.

Zoom webinar registrants become ConvertKit subscribers and new leads in Microsoft Dynamics 365 CRM instantly.

When a Microsoft Dynamics 365 CRM opportunity is updated, register the contact for a Zoom meeting and tag them in ConvertKit.

Updated Microsoft Dynamics 365 CRM opportunities trigger Zoom webinar registrations and apply ConvertKit tags.

If a Zoom meeting attendee joins, add them to a ConvertKit sequence and update their contact in Microsoft Dynamics 365 CRM.

Zoom meeting attendees receive ConvertKit sequences and updates in Microsoft Dynamics 365 CRM.

When a ConvertKit subscriber confirms their email, check Zoom webinar registration and update Microsoft Dynamics 365 CRM.

Confirmed ConvertKit subscribers verify Zoom webinar participation and update Microsoft Dynamics 365 CRM.

Sync new Mailchimp subscribers to ConvertKit, and create a lead in Microsoft Dynamics 365 CRM.

New Mailchimp subscribers are added to ConvertKit and provisioned as leads in Microsoft Dynamics 365 CRM.

When a Microsoft Dynamics 365 CRM lead is created, add a subscriber in Mailchimp and tag them in ConvertKit.

New Microsoft Dynamics 365 CRM leads trigger subscriber additions in Mailchimp and apply tags in ConvertKit.

If a ConvertKit subscriber unsubscribes, remove them from Mailchimp and update Microsoft Dynamics 365 CRM.

ConvertKit unsubscribes automatically remove contacts from Mailchimp and update Microsoft Dynamics 365 CRM records.

When a Mailchimp campaign link is clicked, update the lead in Microsoft Dynamics 365 CRM and add a ConvertKit tag.

Mailchimp campaign engagement updates Microsoft Dynamics 365 CRM leads and applies ConvertKit tags.

Notify your sales channel in Slack when a ConvertKit subscriber is confirmed and a lead is created in Microsoft Dynamics 365 CRM.

Confirmed ConvertKit subscribers create a Microsoft Dynamics 365 CRM lead and notify your sales team instantly on Slack.

When a Microsoft Dynamics 365 CRM opportunity is updated, notify your revenue channel in Slack and update the ConvertKit tag.

Updated Microsoft Dynamics 365 CRM opportunities trigger Slack revenue alerts and update ConvertKit subscriber tags.

If a ConvertKit purchase is added, create an account in Microsoft Dynamics 365 CRM and alert your finance channel in Slack.

New ConvertKit purchases create accounts in Microsoft Dynamics 365 CRM and notify finance teams in Slack.

When a Microsoft Dynamics 365 CRM case is created, notify support in Slack and add the subscriber to a sequence in ConvertKit.

New Microsoft Dynamics 365 CRM support cases notify teams in Slack and enroll users in ConvertKit sequences.

Supported triggers and actions for Microsoft Dynamics 365 CRM and ConvertKit

Mix and match to build the exact automation you need

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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ConvertKit Triggers & Actions

Subscriber is confirmed in ConvertKit

Triggers the automation when a subscriber confirms their email subscription

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Instant

Tag subscriber is confirmed in ConvertKit

Triggers the automation when a tag subscriber is confirmed

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Instant

Sequence subscriber is confirmed in ConvertKit

Triggers the automation when a sequence subscriber is confirmed

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Instant

User unsubscribes from emails in ConvertKit

Triggers the automation when a user unsubscribes from emails

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Form is created in ConvertKit

Triggers the automation when a new form is created

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Sequence is created in ConvertKit

Triggers the automation when a sequence is created

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Instant

Purchase is added in ConvertKit

Triggers the automation when a new purchase is created

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Instant

Form subscriber is confirmed in ConvertKit

Triggers the automation when a subscriber submits a completed form

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What can you automate with ConvertKit + Microsoft Dynamics 365 CRM?

Streamline your subscriber acquisition and CRM management with robust automated workflows.

Get Started For Free

🔄

Sync new subscribers to CRM leads automatically

Convert confirmed ConvertKit subscribers into new leads inside Microsoft Dynamics 365 CRM the moment they opt in. Eliminate manual copying and keep your sales funnel up to date.

📋

Capture every submitted subscriber field

Map all custom form fields and subscriber attributes from ConvertKit directly into Microsoft Dynamics 365 CRM contact profiles for deeper customer context.

🔔

Alert your team instantly on new conversions

Send instant notifications to your sales or support channels in Slack whenever a new subscriber converts or a major deal stage changes.

🔀

Route leads based on submitted tags or criteria

Apply conditional branching to send high-tier subscribers to priority CRM queues while routing standard leads to general sales sequences.

🔄

Keep CRM contacts updated as subscribers change

Automatically update Microsoft Dynamics 365 CRM contact records whenever subscriber details or preferences change in ConvertKit.

🔍

Search and update existing records to prevent duplicates

Check if a contact already exists in Microsoft Dynamics 365 CRM before creating a new entry, keeping your database clean and organized.

💳

Manage purchases and financial account records

Turn new ConvertKit purchases into account records and financial entries in Microsoft Dynamics 365 CRM without manual ledger updates.

⚡

Extend workflows with spreadsheet and form tools

Connect Microsoft Excel or Typeform to your ConvertKit and Microsoft Dynamics 365 CRM core flow for comprehensive multi-step operations.

And much more...

Who is ConvertKit + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals relying on ConvertKit for subscriber engagement and Microsoft Dynamics 365 CRM for pipeline tracking eliminate manual data entry gaps.

Performance marketers

Sales reps

Account managers

Lead generation teams

Sales development reps

RevOps managers

📈

Performance marketers

You analyze campaign conversion metrics from ConvertKit alongside sales data in Microsoft Dynamics 365 CRM, but manual exports leave your reports lagging behind real-time subscriber growth — this integration means every new subscriber lands in your CRM instantly and your dashboard data stays current.

⚡

Sales reps

You need to follow up with high-intent newsletter subscribers the moment they express interest, but delayed contact creation means leads go cold before outreach begins — automating both apps means every confirmed subscriber becomes a CRM lead immediately so you can reach out first.

📊

Account managers

You report on client engagement and purchase history to stakeholders, but missing subscriber updates cause discrepancies in your pipeline records — connecting these apps means your CRM and email marketing data remain perfectly synchronized across all client touchpoints.

🚀

Lead generation teams

You handle high volumes of form opt-ins daily and manual data transfer cannot keep up with subscriber influx, resulting in lost records and untracked leads — automating both apps means every form submission populates your CRM pipeline without manual effort.

🤝

Sales development reps

You rely on marketing handoffs to initiate sales qualification, but delayed notifications leave you waiting hours for lead details to appear in your queue — with this integration, new subscriber conversions trigger instant CRM record creation and team alerts.

🗂️

RevOps managers

You need a complete audit trail of customer interactions from initial email signup to closed deal, but data silos between marketing and sales create blind spots — connecting these apps means your customer history is captured accurately from end to end.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + ConvertKit

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

1,500+ apps connected

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

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

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Frequently Asked Questions

How do I connect ConvertKit to Microsoft Dynamics 365 CRM?

You can connect ConvertKit to Microsoft Dynamics 365 CRM in one click using ready-made workflows on Integrately. It takes 1-click setup, or you can ask Integrately AI to build the automation and map the fields.

Can I automatically sync new ConvertKit subscribers to Microsoft Dynamics 365 CRM leads?

Can I connect ConvertKit, Microsoft Dynamics 365 CRM, and Slack?

What is a good Zapier alternative for ConvertKit and Microsoft Dynamics 365 CRM?

How does ConvertKit handle subscriber tags and form data in this integration?

How does Microsoft Dynamics 365 CRM update contact records with ConvertKit data?

Can I automate this integration without any coding skills?

Is the ConvertKit and Microsoft Dynamics 365 CRM integration free?

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Microsoft Dynamics 365 CRM + ConvertKit Integration

Integrate ConvertKit to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each subscriber handled. Capture new subscribers, update CRM records, segment leads, and trigger follow-up sequences automatically.

Trusted by experts at...

Ready Workflows for ConvertKit + Microsoft Dynamics 365 CRM Integration

Capture new subscribers, update CRM contacts, manage leads, trigger automated follow-ups, and keep data synced, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new ConvertKit subscriber

Create Microsoft Dynamics 365 CRM contact from new ConvertKit purchase

When Subscriber is confirmed in ConvertKit > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Subscriber is confirmed in ConvertKit > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create lead in Microsoft Dynamics 365 CRM

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

Connect more apps to your ConvertKit + Microsoft Dynamics 365 CRM flow

Extend your email marketing and CRM setup by connecting forms, spreadsheets, scheduling, meetings, and team chat. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and ConvertKit

Mix and match to build the exact automation you need

What can you automate with ConvertKit + Microsoft Dynamics 365 CRM?

Streamline your subscriber acquisition and CRM management with robust automated workflows.

Who is ConvertKit + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals relying on ConvertKit for subscriber engagement and Microsoft Dynamics 365 CRM for pipeline tracking eliminate manual data entry gaps.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + ConvertKit

Build and manage your Microsoft Dynamics 365 CRM + ConvertKit 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 ConvertKit or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

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Microsoft Dynamics 365 CRM + ConvertKit Integration

Integrate ConvertKit to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each subscriber handled. Capture new subscribers, update CRM records, segment leads, and trigger follow-up sequences automatically.

Trusted by experts at...

Ready Workflows for ConvertKit + Microsoft Dynamics 365 CRM Integration

Capture new subscribers, update CRM contacts, manage leads, trigger automated follow-ups, and keep data synced, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new ConvertKit subscriber

Create Microsoft Dynamics 365 CRM contact from new ConvertKit purchase

When Subscriber is confirmed in ConvertKit > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Subscriber is confirmed in ConvertKit > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create lead in Microsoft Dynamics 365 CRM

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

Connect more apps to your ConvertKit + Microsoft Dynamics 365 CRM flow

Extend your email marketing and CRM setup by connecting forms, spreadsheets, scheduling, meetings, and team chat. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and ConvertKit

Mix and match to build the exact automation you need

What can you automate with ConvertKit + Microsoft Dynamics 365 CRM?

Streamline your subscriber acquisition and CRM management with robust automated workflows.

Who is ConvertKit + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals relying on ConvertKit for subscriber engagement and Microsoft Dynamics 365 CRM for pipeline tracking eliminate manual data entry gaps.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + ConvertKit

Build and manage your Microsoft Dynamics 365 CRM + ConvertKit 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 ConvertKit 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