Microsoft Dynamics 365 CRM + dotdigital Integration

Q: Can I automatically sync dotdigital contacts to Microsoft Dynamics 365 CRM leads?

You can automatically sync dotdigital contacts to Microsoft Dynamics 365 CRM leads using 1-click ready automations or configure custom branching rules with Integrately AI.

Q: Can I connect dotdigital, Microsoft Dynamics 365 CRM, and Microsoft Teams?

You can connect dotdigital, Microsoft Dynamics 365 CRM, and Microsoft Teams together to sync data and notify your sales channel, along with 1,500+ other apps.

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

Most alternatives charge more, but Integrately provides instant dotdigital and Microsoft Dynamics 365 CRM automation with 20 million+ templates, 24/5 live chat support, and AI assistance at 3x to 10x lower cost.

Q: How does dotdigital handle contact data and survey responses in this integration?

Dotdigital survey responses and contacts flow directly into Microsoft Dynamics 365 CRM using ready-made workflows that transfer names, emails, and custom fields securely.

Q: How does Microsoft Dynamics 365 CRM sync sales orders and contact updates?

Microsoft Dynamics 365 CRM sales orders and contact updates trigger dotdigital updates and team notifications instantly through pre-built automated templates.

Q: Can I set up dotdigital and Microsoft Dynamics 365 CRM automations without coding?

You can connect dotdigital and Microsoft Dynamics 365 CRM without any coding knowledge by using ready templates or describing your workflow to Integrately AI.

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

The dotdigital and Microsoft Dynamics 365 CRM integration offers a free forever plan so you can start automating your workflows right away.

Integrate dotdigital to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts, update leads, sync survey responses, and trigger campaigns automatically.

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Free forever.

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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
Survey response is received in dotdigital

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
Add contact to address book in dotdigital
Create contact in dotdigital
Search contact in dotdigital
Update contact in dotdigital
Unsubscribe contact in dotdigital
Enrol contact in program in dotdigital
Create contact data field in dotdigital
Create address book in dotdigital
Refresh segment in dotdigital
Send transactional email in dotdigital
Send campaign in dotdigital

Trusted by experts at...

Ready Workflows for dotdigital + Microsoft Dynamics 365 CRM Integration

Sync contacts, create leads, update accounts, send campaigns, and trigger follow-ups, all in just one click.

Create dotdigital 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 dotdigital 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 dotdigital.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Update dotdigital contact from new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM + dotdigital Integration

Activate

Create Microsoft Dynamics 365 CRM contact for new dotdigital survey response

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

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

Activate

When New survey response is submitted in dotdigital > Check any condition > Create contact in Microsoft Dynamics 365 CRM

dotdigital + Microsoft Dynamics 365 CRM Integration

Activate

When New survey response is submitted in dotdigital > Check any condition > Create lead in Microsoft Dynamics 365 CRM

dotdigital + Microsoft Dynamics 365 CRM Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in dotdigital

Microsoft Dynamics 365 CRM + dotdigital Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in dotdigital

Microsoft Dynamics 365 CRM + dotdigital Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Search contact in dotdigital > Check any condition > (If condition matches) > Update contact in dotdigital > (Else) > Create contact in dotdigital

Microsoft Dynamics 365 CRM + dotdigital Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Search contact in dotdigital > Check any condition > (If condition matches) > Update contact in dotdigital > (Else) > Create contact in dotdigital

Microsoft Dynamics 365 CRM + dotdigital Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in dotdigital > Check any condition > (If condition matches) > Update contact in dotdigital > (Else) > Create contact in dotdigital

Microsoft Dynamics 365 CRM + dotdigital Integration

Activate

1of2

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

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

Teams, marketing tools, and CRMs capture follow-up actions and notify your team after records update. Pick a combination and activate it in one click.

Microsoft Teams (4)

Mailchimp (3)

HubSpot (3)

Zendesk (3)

Calendly (3)

Stripe (3)

When a contact is created in Microsoft Dynamics 365 CRM, create a contact in dotdigital and notify your team on Microsoft Teams

New Microsoft Dynamics 365 CRM contacts immediately appear in dotdigital and your team gets notified in Microsoft Teams without manual entry.

When a survey response is received in dotdigital, create a lead in Microsoft Dynamics 365 CRM and alert your team in Microsoft Teams

Dotdigital survey responses automatically create leads in Microsoft Dynamics 365 CRM and alert your sales team in Microsoft Teams.

When a contact is updated in Microsoft Dynamics 365 CRM, update the contact in dotdigital and post a summary in Microsoft Teams

Updated contact details in Microsoft Dynamics 365 CRM sync to dotdigital automatically while Microsoft Teams notifies your team.

If a Microsoft Dynamics 365 CRM lead is created, add it to dotdigital and post a priority alert in Microsoft Teams

New Microsoft Dynamics 365 CRM leads trigger dotdigital additions and urgent Microsoft Teams notifications for your sales reps.

When a contact is created in Microsoft Dynamics 365 CRM, add a contact in dotdigital and subscribe them in Mailchimp

New Microsoft Dynamics 365 CRM contacts sync to dotdigital and subscribe to Mailchimp lists instantly.

When a survey response is received in dotdigital, update Microsoft Dynamics 365 CRM and add a subscriber in Mailchimp

Dotdigital survey feedback updates Microsoft Dynamics 365 CRM records and updates your Mailchimp audience.

When a contact is updated in Microsoft Dynamics 365 CRM, update dotdigital and update the subscriber in Mailchimp

Microsoft Dynamics 365 CRM contact updates propagate to dotdigital and Mailchimp simultaneously.

When a contact is created in Microsoft Dynamics 365 CRM, create a contact in dotdigital and add a contact in HubSpot

New Microsoft Dynamics 365 CRM contacts sync to dotdigital and HubSpot in one unified flow.

When a survey response is received in dotdigital, create a lead in Microsoft Dynamics 365 CRM and add a deal in HubSpot

Dotdigital survey responses create Microsoft Dynamics 365 CRM leads and open deals in HubSpot.

When a contact is updated in Microsoft Dynamics 365 CRM, update dotdigital and update the contact in HubSpot

Microsoft Dynamics 365 CRM contact updates synchronize across dotdigital and HubSpot instantly.

When a contact is created in Microsoft Dynamics 365 CRM, create a contact in dotdigital and create a user in Zendesk

New Microsoft Dynamics 365 CRM contacts sync to dotdigital and create support user profiles in Zendesk.

When a survey response is received in dotdigital, update Microsoft Dynamics 365 CRM and create a support ticket in Zendesk

Dotdigital survey responses update Microsoft Dynamics 365 CRM and open support tickets in Zendesk.

When a contact is updated in Microsoft Dynamics 365 CRM, update dotdigital and update the user profile in Zendesk

Microsoft Dynamics 365 CRM contact updates sync to dotdigital and refresh Zendesk profiles.

When a contact is created in Microsoft Dynamics 365 CRM, create a contact in dotdigital and invite them via Calendly

New Microsoft Dynamics 365 CRM contacts sync to dotdigital and trigger Calendly meeting invites.

When a survey response is received in dotdigital, update Microsoft Dynamics 365 CRM and schedule a follow-up in Calendly

Dotdigital survey responses update Microsoft Dynamics 365 CRM and book consultation slots in Calendly.

When a contact is updated in Microsoft Dynamics 365 CRM, update dotdigital and update the booking in Calendly

Microsoft Dynamics 365 CRM contact updates propagate to dotdigital and Calendly records.

When a contact is created in Microsoft Dynamics 365 CRM, create a contact in dotdigital and create a customer in Stripe

New Microsoft Dynamics 365 CRM contacts sync to dotdigital and create billing customer profiles in Stripe.

When a survey response is received in dotdigital, update Microsoft Dynamics 365 CRM and create an invoice in Stripe

Dotdigital survey responses update Microsoft Dynamics 365 CRM and generate invoices in Stripe.

When a contact is updated in Microsoft Dynamics 365 CRM, update dotdigital and update the customer in Stripe

Microsoft Dynamics 365 CRM contact updates synchronize across dotdigital and Stripe billing records.

Supported triggers and actions for Microsoft Dynamics 365 CRM and dotdigital

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

Try it →

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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dotdigital Triggers & Actions

Survey response is received in dotdigital

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

Streamline your customer data and marketing workflows with powerful automated connections between dotdigital and Microsoft Dynamics 365 CRM.

Get Started For Free

🔄

Sync contacts between CRM and marketing platforms

Create a contact in dotdigital automatically whenever a new contact is created in Microsoft Dynamics 365 CRM. Keep your marketing lists and sales database perfectly synchronized without manual exports.

📋

Capture survey responses as CRM leads

Turn survey feedback into actionable sales opportunities by automatically creating leads in Microsoft Dynamics 365 CRM whenever a survey response is received in dotdigital.

🔔

Alert your team instantly on new records

Notify your sales and marketing teams in Microsoft Teams the moment a contact is updated or a new sales order is created in Microsoft Dynamics 365 CRM.

🔀

Route records based on submitted field values

Filter and direct contacts to specific address books in dotdigital or update different Microsoft Dynamics 365 CRM accounts depending on customer tier or region.

✏️

Keep customer profile data up to date

Automatically update contact records, addresses, and account details across both dotdigital and Microsoft Dynamics 365 CRM whenever profile changes occur.

🔍

Prevent duplicate records with smart search

Search existing contacts and accounts before creation to ensure your databases remain clean, accurate, and free of duplicate entries.

📊

Handle later stage updates and orders

Trigger automated workflows when sales orders are created, opportunities are updated, or support cases are resolved in Microsoft Dynamics 365 CRM.

🌐

Extend workflows to third-party business apps

Connect your dotdigital and Microsoft Dynamics 365 CRM flow with Microsoft Teams, Mailchimp, HubSpot, or Stripe to handle broader business operations.

And much more...

Who is dotdigital + Microsoft Dynamics 365 CRM integration for?

Connecting dotdigital and Microsoft Dynamics 365 CRM eliminates manual data entry, keeping your customer records, contacts, and marketing campaigns perfectly aligned across teams.

Performance marketers

Sales managers

Account executives

Operations coordinators

Data analysts

Marketing directors

📈

Performance marketers

You're running marketing campaigns across multiple channels but your dotdigital lists only update when someone manually exports contacts, so the segment counts you're reviewing are always outdated — with this integration, every new contact syncs instantly and your campaign data stays current.

💼

Sales managers

You need to track lead progression from marketing engagement to closed deals, but sales orders and CRM updates are disconnected from your email platform — with this integration, every new order and lead status change syncs automatically so your pipeline view is always accurate.

🎯

Account executives

You rely on timely updates from marketing campaigns to reach out to prospects, but manual handoffs leave you waiting days for contact details — with this integration, every new lead lands in your CRM instantly and your follow-up outreach happens without delay.

⚙️

Operations coordinators

You manage high volumes of customer data and contacts every single week, but manual data transfers between dotdigital and Microsoft Dynamics 365 CRM create constant bottlenecks — with this integration, every contact and account updates automatically across both platforms.

📊

Data analysts

You need reliable historical reporting on customer interactions and survey responses, but missing records in your CRM leave gaps in your analysis — with this integration, every survey response and contact update is logged immediately for precise reporting.

🚀

Marketing directors

You oversee broad multi-channel engagement strategies, but disconnected tools make it difficult to trigger targeted campaigns based on CRM sales orders — with this integration, customer actions drive automated marketing campaigns instantly.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + dotdigital

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

1,500+ apps connected

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

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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.

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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 dotdigital to Microsoft Dynamics 365 CRM?

You can connect dotdigital to Microsoft Dynamics 365 CRM in just 1 click using ready templates or by using Integrately AI to build custom workflows with apps like Microsoft Teams, HubSpot, and Mailchimp.

Can I automatically sync dotdigital contacts to Microsoft Dynamics 365 CRM leads?

Can I connect dotdigital, Microsoft Dynamics 365 CRM, and Microsoft Teams?

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

How does dotdigital handle contact data and survey responses in this integration?

How does Microsoft Dynamics 365 CRM sync sales orders and contact updates?

Can I set up dotdigital and Microsoft Dynamics 365 CRM automations without coding?

Is the dotdigital and Microsoft Dynamics 365 CRM integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect dotdigital or Microsoft Dynamics 365 CRM With 1500+ Other Apps

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Microsoft Dynamics 365 CRM + dotdigital Integration

Integrate dotdigital to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts, update leads, sync survey responses, and trigger campaigns automatically.

Trusted by experts at...

Ready Workflows for dotdigital + Microsoft Dynamics 365 CRM Integration

Sync contacts, create leads, update accounts, send campaigns, and trigger follow-ups, all in just one click.

Create dotdigital contact for new Microsoft Dynamics 365 CRM contact

Update dotdigital contact from new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new dotdigital survey response

When New survey response is submitted in dotdigital > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When New survey response is submitted in dotdigital > Check any condition > Create lead in Microsoft Dynamics 365 CRM

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in dotdigital

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in dotdigital

When Contact is created in Microsoft Dynamics 365 CRM > Search contact in dotdigital > Check any condition > (If condition matches) > Update contact in dotdigital > (Else) > Create contact in dotdigital

When Lead is created in Microsoft Dynamics 365 CRM > Search contact in dotdigital > Check any condition > (If condition matches) > Update contact in dotdigital > (Else) > Create contact in dotdigital

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in dotdigital > Check any condition > (If condition matches) > Update contact in dotdigital > (Else) > Create contact in dotdigital

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

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

Teams, marketing tools, and CRMs capture follow-up actions and notify your team after records update. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and dotdigital

Mix and match to build the exact automation you need

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

Streamline your customer data and marketing workflows with powerful automated connections between dotdigital and Microsoft Dynamics 365 CRM.

Who is dotdigital + Microsoft Dynamics 365 CRM integration for?

Connecting dotdigital and Microsoft Dynamics 365 CRM eliminates manual data entry, keeping your customer records, contacts, and marketing campaigns perfectly aligned across teams.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + dotdigital

Build and manage your Microsoft Dynamics 365 CRM + dotdigital 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 dotdigital 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 + dotdigital Integration

Integrate dotdigital to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts, update leads, sync survey responses, and trigger campaigns automatically.

Trusted by experts at...

Ready Workflows for dotdigital + Microsoft Dynamics 365 CRM Integration

Sync contacts, create leads, update accounts, send campaigns, and trigger follow-ups, all in just one click.

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

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

Teams, marketing tools, and CRMs capture follow-up actions and notify your team after records update. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and dotdigital

Mix and match to build the exact automation you need

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

Streamline your customer data and marketing workflows with powerful automated connections between dotdigital and Microsoft Dynamics 365 CRM.

Who is dotdigital + Microsoft Dynamics 365 CRM integration for?

Connecting dotdigital and Microsoft Dynamics 365 CRM eliminates manual data entry, keeping your customer records, contacts, and marketing campaigns perfectly aligned across teams.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + dotdigital

Build and manage your Microsoft Dynamics 365 CRM + dotdigital 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 dotdigital 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