Elastic Email + Microsoft Dynamics 365 CRM Integration

Integrate Elastic Email to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Synchronize contacts, segment mailing lists, update your CRM records, and trigger targeted campaigns automatically.

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1.
  • Elastic Email
    Campaign is sent in Elastic Email
  • Elastic Email
    Contact is created in Elastic Email
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • 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
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2.
  • Elastic Email
    Send email in Elastic Email
  • Elastic Email
    Create contact in Elastic Email
  • Elastic Email
    Delete contact in Elastic Email
  • Elastic Email
    Unsubscribe contact in Elastic Email
  • Elastic Email
    Create list in Elastic Email
  • 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 Elastic Email + Microsoft Dynamics 365 CRM Integration

Capture leads, create contacts, update records, and trigger targeted email campaigns, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Elastic Email Integration

Create Elastic Email 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 Elastic Email 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 Elastic Email.

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

Send Elastic Email message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through Elastic Email letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - Elastic Email integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Elastic Email + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Elastic Email 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 Elastic Email 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 Elastic Email + Microsoft Dynamics 365 CRM flow

Route campaign responses into your support or scheduling tools and alert your sales team the moment a contact engages. Pick a combination and activate it in one click.

Elastic Email
Microsoft Dynamics 365 CRM
+
SalesforceSalesforce (2)
+
HubspotHubspot (1)
+
MailchimpMailchimp (1)
+
CalendlyCalendly (1)
+
ZoomZoom (1)
+
SlackSlack (1)
M
E
S
Add every new Microsoft Dynamics 365 CRM lead to your Elastic Email list, and create a lead record in Salesforce.
New Microsoft Dynamics 365 CRM leads are added to Elastic Email and recorded in Salesforce instantly without manual data entry.
M
E
S
When a Microsoft Dynamics 365 CRM contact is updated, update the contact in Elastic Email, and update the lead in Salesforce.
Contact updates in Microsoft Dynamics 365 CRM automatically sync to Elastic Email and Salesforce to keep records consistent.

Supported triggers and actions for Elastic Email and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Elastic Email
Elastic Email Triggers & Actions
Campaign is sent in Elastic Email
Triggers the automation when any campaign is sent
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Contact is created in Elastic Email
Triggers the automation when a new contact is created
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Send email in Elastic Email
Sends an email to a recipient
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Create contact in Elastic Email
Adds a new contact to the database
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Delete contact in Elastic Email
Removes a contact from the address book
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Unsubscribe contact in Elastic Email
Removes contact from mailing list
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Create list in Elastic Email
Generates a new list
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Member is added to marketing list in Microsoft Dynamics 365 CRM
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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 Elastic Email + Microsoft Dynamics 365 CRM?

Sync contacts, manage mailing lists, update CRM records, and trigger targeted outreach effortlessly between Elastic Email and Microsoft Dynamics 365 CRM.

What you can automate?
🔄
Sync new CRM leads to your email platform instantly
Automatically create an Elastic Email contact the moment a new lead is created in Microsoft Dynamics 365 CRM. Eliminate manual exports and keep your outreach lists permanently synchronized.
📋
Capture every submitted contact detail accurately
Map all available contact fields from Microsoft Dynamics 365 CRM into Elastic Email instead of just basic names. Ensure your mailing lists contain complete customer profiles for better segmentation.
🔔
Alert your sales team the moment an email campaign runs
Notify assigned reps in your communication channels as soon as an Elastic Email campaign is sent or a contact is updated. Ensure team members can act immediately on engagement signals.
🔀
Route contacts based on specific CRM fields
Segment contacts dynamically in Elastic Email depending on account values or opportunity stages in Microsoft Dynamics 365 CRM. Send tailored messages based on customer attributes.
✏️
Keep contact records updated across both platforms
Automatically update Elastic Email contacts whenever contact information changes in Microsoft Dynamics 365 CRM. Maintain consistent customer data without manual spreadsheet edits.
🔍
Prevent duplicate contact entries automatically
Search existing databases before creating new contacts or leads between Elastic Email and Microsoft Dynamics 365 CRM. Keep your clean database free of redundant records.
📈
Manage contact status changes and lifecycle updates
Unsubscribe or delete contacts in Elastic Email when accounts or leads are closed or updated in Microsoft Dynamics 365 CRM. Keep suppression lists accurate and compliant.
💬
Extend your workflow with real-time Slack alerts
Trigger Slack notifications whenever new leads are created in Microsoft Dynamics 365 CRM and synced to Elastic Email. Keep cross-functional teams aligned on every new pipeline addition.
And much more...

Who is Elastic Email + Microsoft Dynamics 365 CRM integration for?

Sales and marketing teams relying on Microsoft Dynamics 365 CRM and Elastic Email need real-time data sync to eliminate manual exports and missed campaign follow-ups.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Campaign managers
Campaign managers
CRM administrators
CRM administrators
📈
Performance marketers
You're managing campaign distribution in Elastic Email, but your CRM lead lists only update when someone manually exports data, so the conversion numbers you're reporting are always hours behind — connecting these apps means every new lead lands in your CRM instantly and your dashboards stay current.
Sales representatives
You're waiting for campaign engagement data from Elastic Email, but leads sit uncontacted because alerts don't reach your CRM view fast enough — with this integration, every new interaction triggers immediate contact creation so you can follow up while leads are hot.
🤝
Account managers
You're updating client accounts after campaigns run, but missed synchronization leaves gaps in your Microsoft Dynamics 365 CRM history that frustrate stakeholders — automating both apps means every contact and campaign log is recorded automatically without manual touchpoints.
📊
Operations leads
You're processing thousands of contacts daily across Elastic Email and Microsoft Dynamics 365 CRM, but manual data entry creates backlogs and mismatched records — automating both apps means high-volume contact updates flow smoothly without data bottlenecks.
🎯
Campaign managers
You're launching outbound sends in Elastic Email, but down-the-line CRM updates stall because teams hand over lists manually — this integration means every new contact flows seamlessly into your pipeline stages without delay.
🗂️
CRM administrators
You're auditing contact records across Elastic Email and Microsoft Dynamics 365 CRM, but inconsistent manual updates leave missing fields and duplicate entries — connecting these apps means every record matches and your database remains audit-ready.
Our team

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Why choose Integrately to automate Elastic Email + Microsoft Dynamics 365 CRM

Build and manage your Elastic Email + 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 Elastic Email + 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.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Elastic Email to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Elastic Email to Microsoft Dynamics 365 CRM instantly using ready-made workflows or Integrately AI. With 1-click setup, your contacts and leads sync smoothly alongside tools like Salesforce, HubSpot, and Slack.
Can I automatically create Elastic Email contacts from new Microsoft Dynamics 365 CRM leads?
Frequently Asked Questions
Can I connect Elastic Email, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Elastic Email and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Elastic Email handle contact lists during integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact updates?
Frequently Asked Questions
Can I automate this workflow without any coding experience?
Frequently Asked Questions
Is the Elastic Email and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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Microsoft Dynamics 365 CRM
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