Microsoft Dynamics 365 CRM + EmailOctopus Integration

Integrate EmailOctopus to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync subscriber details, create CRM leads, update contact statuses, and trigger follow-up campaigns automatically.

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1.
  • 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
  • EmailOctopus
    Contact is created in EmailOctopus Instant
  • EmailOctopus
    Contact is updated in EmailOctopus Instant
  • EmailOctopus
    Contact is deleted in EmailOctopus Instant
  • EmailOctopus
    Campaign is created in EmailOctopus
Arrow Right
2.
  • 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
  • EmailOctopus
    Create contact in EmailOctopus
  • EmailOctopus
    Search contact in EmailOctopus
  • EmailOctopus
    Update contact in EmailOctopus
  • EmailOctopus
    Update contact email address in EmailOctopus
  • EmailOctopus
    Unsubscribe Contact in EmailOctopus
  • EmailOctopus
    Create list in EmailOctopus

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Ready Workflows Ready Workflows for EmailOctopus + Microsoft Dynamics 365 CRM Integration

Capture subscribers, create CRM leads, update contact records, alert your sales team, and trigger targeted campaigns, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + EmailOctopus Integration

Create EmailOctopus 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 EmailOctopus 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 EmailOctopus.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of2
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Connect more apps to your EmailOctopus + Microsoft Dynamics 365 CRM flow

Connect your email campaigns and CRM records with messaging tools, calendars, and billing platforms to automate your entire customer journey. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
EmailOctopus
+
Microsoft OutlookMicrosoft Outlook (6)
+
SlackSlack (6)
+
MailchimpMailchimp (6)
+
CalendlyCalendly (6)
+
ZoomZoom (6)
+
StripeStripe (6)
E
M
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Add every new EmailOctopus contact to Microsoft Dynamics 365 CRM, and send an introductory email in Microsoft Outlook.
New EmailOctopus contacts become leads in Microsoft Dynamics 365 CRM instantly while Microsoft Outlook sends out a welcoming email, removing manual data entry.
E
M
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Send a Microsoft Outlook notification when a new EmailOctopus contact is logged in Microsoft Dynamics 365 CRM.
Your sales team receives an instant Microsoft Outlook alert whenever a contact from EmailOctopus is added to Microsoft Dynamics 365 CRM.
M
E
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When a Microsoft Dynamics 365 CRM lead updates, update the subscriber in EmailOctopus and notify your team via Microsoft Outlook.
Lead updates in Microsoft Dynamics 365 CRM automatically reflect in EmailOctopus while Microsoft Outlook notifies your team of the change.
E
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Create a Microsoft Outlook task for every Microsoft Dynamics 365 CRM lead generated from EmailOctopus contacts.
Sales representatives get a structured Microsoft Outlook task for every new lead created from EmailOctopus subscriber signups.
E
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If an EmailOctopus contact is tagged enterprise, create a priority lead in Microsoft Dynamics 365 CRM and alert your sales team in Microsoft Outlook.
Enterprise-tier EmailOctopus subscribers trigger priority Microsoft Dynamics 365 CRM leads and instant Microsoft Outlook alerts.
E
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Use Claude to summarise every new EmailOctopus contact, create a matched lead in Microsoft Dynamics 365 CRM, and send the brief via Microsoft Outlook.
Claude generates subscriber summaries that get saved into Microsoft Dynamics 365 CRM leads and emailed via Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and EmailOctopus

Mix and match to build the exact automation you need

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
Try it →
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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EmailOctopus
EmailOctopus Triggers & Actions
Instant
Contact is created in EmailOctopus
Triggers the automation when a new contact is created
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Instant
Contact is updated in EmailOctopus
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in EmailOctopus
Triggers the automation when a contact is removed from the particular list
Try it →
Campaign is created in EmailOctopus
Triggers the automation when a new campaign is created
Try it →
Create contact in EmailOctopus
Adds a new contact to the address book
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Search contact in EmailOctopus
Finds and retrieves contact information
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Update contact in EmailOctopus
Updates contact information with new details
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Update contact email address in EmailOctopus
Updates the email address associated with a contact
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Unsubscribe Contact in EmailOctopus
Removes contact from mailing list
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Create list in EmailOctopus
Generates a new list
Try it →

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

Streamline your marketing and sales operations by turning email campaign activity into instant CRM records and team alerts.

What you can automate?
🎯
Create a Microsoft Dynamics 365 CRM lead from every EmailOctopus contact
Capture new email subscribers instantly and generate corresponding leads in Microsoft Dynamics 365 CRM without lifting a finger. Sales teams can begin outreach the moment a campaign signup occurs.
📋
Map all EmailOctopus contact attributes into Microsoft Dynamics 365 CRM fields
Transfer complete subscriber profiles including names, email addresses, and custom form answers into Microsoft Dynamics 365 CRM fields. Your sales records remain detailed and fully actionable.
🔔
Alert your sales team in Slack or Outlook as soon as it happens
Notify your sales representatives in real time via Slack or Microsoft Outlook whenever a high-value contact joins your EmailOctopus list and gets logged in the CRM.
🔀
Route contacts to different Microsoft Dynamics 365 CRM pipelines based on tags
Evaluate subscriber tags or custom form responses in EmailOctopus to send contacts down specific sales pipelines or priority lead queues in Microsoft Dynamics 365 CRM.
🔄
Keep Microsoft Dynamics 365 CRM records updated as contact details change
Automatically update existing Microsoft Dynamics 365 CRM contacts whenever a subscriber modifies their email address or profile information in EmailOctopus.
🔍
Search for existing Microsoft Dynamics 365 CRM records before creating new ones
Prevent duplicate entries in your database by searching for matching contacts in Microsoft Dynamics 365 CRM before creating a new record from EmailOctopus activity.
📈
Update EmailOctopus lists when Microsoft Dynamics 365 CRM opportunities close
Reflect sales outcomes in your email marketing by updating subscriber list memberships in EmailOctopus whenever CRM deals are won or lost.
🔗
Extend your workflow to messaging, billing, and calendar apps
Connect your core EmailOctopus and Microsoft Dynamics 365 CRM flow to Slack, Stripe, or Calendly to trigger team notifications, billing profiles, and meeting bookings automatically.
And much more...

Who is EmailOctopus + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals who need to eliminate manual data entry, accelerate lead follow-ups, and keep their customer records perfectly synchronised across platforms.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Sales operations managers
Sales operations managers
Revenue operations leads
Revenue operations leads
📈
Performance marketers
You're running email campaigns in EmailOctopus but your CRM pipeline only updates when someone manually exports contacts, so the lead counts you're optimising against are always a few hours behind — with this integration, every new contact lands in Microsoft Dynamics 365 CRM instantly and your data stays current.
Sales representatives
You need to follow up with new subscribers immediately, but you find out about them too late because contact details sit unread in EmailOctopus — with this integration, every new contact becomes a Microsoft Dynamics 365 CRM lead instantly so you can reach out first.
🤝
Account managers
You answer to clients who want to see campaign growth, but pulling subscriber lists and CRM records together manually takes hours every week — automating both apps means your Microsoft Dynamics 365 CRM accounts always reflect your EmailOctopus audience growth accurately.
👥
Customer support teams
The volume of campaign enquiries is too high for anyone to keep up by hand, leaving leads waiting in EmailOctopus without CRM tracking — automating both apps means every subscriber is logged as a Microsoft Dynamics 365 CRM contact without manual entry.
🔄
Sales operations managers
You own the qualification step and depend on marketing to hand over subscriber data, but records get lost between EmailOctopus and Microsoft Dynamics 365 CRM — connecting these apps means every contact handover happens automatically without missing details.
📊
Revenue operations leads
You need a reliable history of all campaign interactions, but you keep finding gaps between your email marketing tool and CRM records — this integration means every EmailOctopus contact update is logged in Microsoft Dynamics 365 CRM with zero missing data.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + EmailOctopus

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + EmailOctopus 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.
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Frequently Asked Questions

How do I connect EmailOctopus to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect EmailOctopus to Microsoft Dynamics 365 CRM instantly using 1-click ready templates or Integrately AI. It links your email campaigns with sales tools alongside 1,500+ other applications like Slack, Outlook, and Stripe.
Can I automatically create Microsoft Dynamics 365 CRM leads from new EmailOctopus subscribers?
Frequently Asked Questions
Can I connect EmailOctopus, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EmailOctopus and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How are contact updates handled between EmailOctopus and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM records when contact details change in EmailOctopus?
Frequently Asked Questions
Do I need coding skills to integrate EmailOctopus and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the EmailOctopus and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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