Microsoft Dynamics 365 CRM + eSputnik Integration

Integrate eSputnik to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync customer details across platforms, update your CRM records, send targeted emails, and trigger follow-ups automatically.

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1.
  • 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
  • eSputnik
    Contact is added to segments in eSputnik
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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
  • eSputnik
    Subscribe contact in eSputnik
  • eSputnik
    Send email in eSputnik
  • eSputnik
    Send SMS in eSputnik
  • eSputnik
    Add or Update Contact in eSputnik
  • eSputnik
    Send event in eSputnik

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

Capture contacts, sync customer details, keep CRM records updated, alert your team, and send follow-ups, all in just one click.

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

Create eSputnik 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 eSputnik 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 eSputnik.

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

Connect email, scheduling, and messaging tools after your core sync finishes to keep teams aligned and campaigns running. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
eSputnik
+
Microsoft OutlookMicrosoft Outlook (4)
+
CalendlyCalendly (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
SlackSlack (4)
E
M
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Add every contact added to segments in eSputnik to Microsoft Dynamics 365 CRM, and send a confirmation email in Microsoft Outlook.
Contacts added to segments in eSputnik appear in Microsoft Dynamics 365 CRM instantly and an email goes out through Microsoft Outlook, keeping your sales pipeline updated.
M
E
M
When a contact is created in Microsoft Dynamics 365 CRM, subscribe them in eSputnik and send a notification in Microsoft Outlook.
New Microsoft Dynamics 365 CRM contacts get subscribed in eSputnik automatically while Microsoft Outlook alerts your team.
M
E
M
If a contact is updated in Microsoft Dynamics 365 CRM, update eSputnik and send an alert via Microsoft Outlook.
Updated CRM records immediately sync to eSputnik and trigger an Outlook notification.
M
E
M
Use Claude to evaluate Microsoft Dynamics 365 CRM updates, sync with eSputnik, and email your team in Microsoft Outlook.
Claude analyses CRM updates before syncing to eSputnik and sending an Outlook notification.

Supported triggers and actions for Microsoft Dynamics 365 CRM and eSputnik

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
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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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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eSputnik
eSputnik Triggers & Actions
Contact is added to segments in eSputnik
Triggers the automation when a new contact is added to a segment
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Subscribe contact in eSputnik
Subscribes a contact
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Send email in eSputnik
Sends an email to a recipient
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Send SMS in eSputnik
Sends a text message to particular recipients
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Add or Update Contact in eSputnik
Adds new contact information or update existing contact details
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Send event in eSputnik
Sends an event
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What can you automate with eSputnik + Microsoft Dynamics 365 CRM?

Streamline your marketing and CRM workflows with automated actions across eSputnik and Microsoft Dynamics 365 CRM.

What you can automate?
🔄
Sync contacts between eSputnik and Microsoft Dynamics 365 CRM
Automatically create Microsoft Dynamics 365 CRM contacts whenever a contact is added to segments in eSputnik, keeping your sales and marketing databases perfectly aligned.
📋
Capture every submitted contact detail
Map all available contact fields from eSputnik straight into Microsoft Dynamics 365 CRM without losing custom attributes or tags.
🔔
Notify team members immediately on new updates
Alert your sales or support teams in Slack or Microsoft Outlook the moment a new contact or lead is created.
🔀
Route contacts based on specific trigger conditions
Send contacts to different lists or assign varying lead statuses in Microsoft Dynamics 365 CRM depending on segment criteria.
🔄
Keep destination records up to date automatically
Update existing Microsoft Dynamics 365 CRM records whenever contact details change or get updated in eSputnik.
🔍
Prevent duplicate entries with smart lookups
Search existing database records before creating new entries to keep your CRM clean and organized.
💳
Handle later status changes and stage updates
Trigger follow-up emails, SMS notifications, or CRM updates whenever deals, quotes, or cases change status.
🔗
Extend your workflow to external applications
Connect your core eSputnik and Microsoft Dynamics 365 CRM flow with third-party tools like Slack or HubSpot for comprehensive operations.
And much more...

Who is eSputnik + Microsoft Dynamics 365 CRM integration for?

Connecting eSputnik and Microsoft Dynamics 365 CRM helps sales teams, marketers, and account managers keep contact records updated and eliminate manual data entry across platforms.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Operations specialists
Operations specialists
Data administrators
Data administrators
📈
Performance marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports segment contacts, so the metrics you're optimising against are always a few hours behind — this integration means every new contact syncs instantly and your data stays current.
Sales representatives
You rely on fast outreach when prospects engage with your marketing materials, but waiting for manual contact exports means you find out about leads too late — automating both apps means every lead lands in your CRM the moment it hits your segment list.
🤝
Account managers
You answer to clients who want to see campaign and lead progress in real time, but manual data transfers leave gaps in your reporting history — connecting these apps means your client dashboards stay accurate without extra effort.
📨
Customer support teams
The volume of inquiries and contact updates is too high for anyone to keep up with by hand, leading to missed customer follow-ups and uncoordinated messaging — with this integration, customer records stay synchronized across your support and marketing systems.
🔄
Operations specialists
You own the handoff between marketing campaigns and sales pipelines, depending on someone upstream to move data between platforms — automating this workflow means contact records flow smoothly from eSputnik straight into Microsoft Dynamics 365 CRM.
📋
Data administrators
You need a reliable customer history but keep finding discrepancies and missing records between your marketing tools and CRM — connecting these apps means every contact addition and update is logged accurately.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + eSputnik

Build and manage your Microsoft Dynamics 365 CRM + eSputnik 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 + eSputnik 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?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect eSputnik to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect eSputnik to Microsoft Dynamics 365 CRM in one click using ready templates on Integrately, or ask Integrately AI to build the automation. Connect your accounts, select your triggers, and sync data instantly across platforms like Slack, HubSpot, and Microsoft Outlook.
Can I automatically create Microsoft Dynamics 365 CRM contacts when eSputnik segments update?
Frequently Asked Questions
Can I connect eSputnik, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for eSputnik and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does eSputnik data sync with Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update existing Microsoft Dynamics 365 CRM records from eSputnik?
Frequently Asked Questions
Do I need coding skills to automate eSputnik and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the eSputnik and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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