Create Drift user for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Drift Integration
Microsoft Dynamics 365 CRM + Drift Integration
Integrate Drift to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture conversations, create new contacts, log events, and alert your sales team automatically.
Free forever.Use premium features free for 14 days.1.
Member is added to marketing list in Microsoft Dynamics 365 CRM- 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
Email is identified in Drift Instant- User reached goal in Drift Instant
- New Conversation is started in Drift Instant
- Conversation is pushed in Drift Instant
- Message is created in Drift Instant
2.
- 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
- Create Contact in Drift
- Update Contact in Drift
- Update contact via non-Drift Id in Drift
- Search contact by email in Drift
- Create Timeline Event in Drift
- Create Conversation in Drift
Trusted by experts at...
Ready Workflows for Drift + Microsoft Dynamics 365 CRM Integration
Capture chats, create CRM leads, update contact records, log events, and alert your team, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Drift + Microsoft Dynamics 365 CRM flow
Send chat logs to messaging tools, schedule follow-ups in calendars, and sync data across your revenue stack. Pick a combination and activate it in one click.
+
Slack (4)
Slack (4) +
Calendly (3)
Calendly (3) +
HubSpot (3)
HubSpot (3) +
Gmail (3)
Gmail (3) +
Zoom (3)
Zoom (3) +
Typeform (3)
Typeform (3) D
M
S
Create a Microsoft Dynamics 365 CRM lead when a Drift conversation starts, and notify your sales team on Slack.
New Drift conversations create a lead in Microsoft Dynamics 365 CRM instantly and alert your sales team on Slack, keeping response times fast.
M
D
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When a Microsoft Dynamics 365 CRM contact is updated, create a timeline event in Drift and post an update in Slack.
Updated Microsoft Dynamics 365 CRM contact records log timeline events in Drift and notify your team in Slack automatically.
D
M
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If a Drift message is created, create a Microsoft Dynamics 365 CRM lead and alert the support channel in Slack.
Incoming Drift messages create Microsoft Dynamics 365 CRM leads and alert your support channel in Slack for immediate triage.
D
C
M
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Use Claude to evaluate Drift conversation goals. If reached, create a Microsoft Dynamics 365 CRM lead and notify Slack.
Claude evaluates reached Drift goals, creating Microsoft Dynamics 365 CRM leads and notifying your team in Slack.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Drift
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → 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
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
Try it → Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
Try it → Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
Try it → Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
Try it → What can you automate with Drift + Microsoft Dynamics 365 CRM?
Streamline your sales pipeline by connecting real-time chat interactions directly to your CRM database.
💬
Sync chat conversations to CRM leads instantly
Capture every new conversation started in Drift and automatically create corresponding lead records in Microsoft Dynamics 365 CRM without manual data transfer.
📋
Capture every submitted conversation field
Map available Drift contact details and email addresses directly into Microsoft Dynamics 365 CRM fields so your records remain complete and actionable.
🔔
Alert your team the moment a lead arrives
Notify sales reps instantly via Slack or email whenever a new conversation or goal completion occurs in Drift.
🔀
Route leads based on submitted criteria
Handle incoming chats differently depending on the email domain or goal reached, directing high-value prospects to priority CRM pipelines.
🔄
Keep CRM contact records fully up to date
Automatically update Microsoft Dynamics 365 CRM records whenever contact details change or new timeline events occur in Drift.
🔍
Search and update existing contacts without duplicates
Search for existing contacts by email in Drift before creating new records, ensuring your CRM stays clean and duplicate-free.
📌
Handle later status changes and deal updates
Trigger automated workflows when opportunities or cases are updated in Microsoft Dynamics 365 CRM, logging events back into Drift.
🔗
Extend your workflow to Calendly and Slack
Connect your core automation to Slack, Calendly, or HubSpot to build multi-step revenue operations pipelines.
And much more...
Who is Drift + Microsoft Dynamics 365 CRM integration for?
Revenue teams, sales development representatives, and operations managers eliminate manual data entry and keep pipeline records synchronised.
Revenue operations managers
Sales development representatives
Account executives
Customer support leads
Sales operations specialists
Database administrators
📈
Revenue operations managers
You're overseeing inbound pipelines across chat and CRM tools but your contact records only update when someone manually exports chat data, so your pipeline reports are always outdated — with this integration, every new conversation creates a lead instantly and your data stays current.
⚡
Sales development representatives
You need to act fast on incoming prospect chats, but discovering new leads hours after they submit contact details means competitors reach them first — with this integration, every chat interaction flows straight into your CRM and alerts your team instantly.
🤝
Account executives
You answer to sales directors who want to see prospect engagement history, but piecing together chat logs and CRM records takes hours of manual review — with this integration, every conversation and timeline event syncs automatically.
💬
Customer support leads
The volume of inbound chat messages is too high for your team to keep up with manual CRM logging, leading to missed support tickets — with this integration, every customer interaction generates CRM records automatically.
🔄
Sales operations specialists
You own the handoff from live chat to CRM pipeline management, but relying on manual copy-pasting introduces errors into contact records — with this integration, contact details transfer seamlessly on every new conversation.
📋
Database administrators
You need a reliable history of customer interactions, but manual entry leaves frustrating gaps in your CRM audit trail — with this integration, every touchpoint is logged accurately from start to finish.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Drift
Build and manage your Microsoft Dynamics 365 CRM + Drift automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Drift with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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.
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.
How Integrately Works?
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Frequently Asked Questions
How do I connect Drift to Microsoft Dynamics 365 CRM?
You can connect Drift to Microsoft Dynamics 365 CRM instantly using ready templates or Integrately AI. It takes just 1-click to set up your workflow and sync contacts across both tools.
Can I automatically create Microsoft Dynamics 365 CRM leads from Drift conversations?
Can I connect Drift, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Drift and Microsoft Dynamics 365 CRM?
How does Drift handle contact updates during integration?
Can Microsoft Dynamics 365 CRM trigger updates in Drift automatically?
Do I need coding skills to integrate Drift and Microsoft Dynamics 365 CRM?
Is the Drift and Microsoft Dynamics 365 CRM integration free?
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