Hippo Video + Microsoft Dynamics 365 CRM Integration

Integrate Hippo Video to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture viewer details, create CRM leads, alert your sales team, and trigger follow-up actions automatically.

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1.
  • Hippo Video
    Lead is generated in Hippo Video Instant
  • Hippo Video
    Video is created in Hippo Video Instant
  • Hippo Video
    Video is watched in Hippo Video Instant
  • Hippo Video
    Call to action is clicked in Hippo Video Instant
  • Hippo Video
    Annotation is clicked in Hippo Video Instant
  • 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.
  • Hippo Video
    Send personalized video in Hippo Video
  • 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 Hippo Video + Microsoft Dynamics 365 CRM Integration

Capture leads, create CRM contacts, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Hippo Video + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Hippo Video lead

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 Hippo Video lead 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 Hippo Video + Microsoft Dynamics 365 CRM flow

Extend your video marketing workflows by connecting email, CRM, scheduling, and messaging tools. Pick a combination and activate it in one click.

Hippo Video
Microsoft Dynamics 365 CRM
+
Microsoft OutlookMicrosoft Outlook (4)
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GmailGmail (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
SlackSlack (4)
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Create a Microsoft Dynamics 365 CRM lead when a Hippo Video lead is generated, and send a confirmation email in Microsoft Outlook.
New Hippo Video leads instantly become Microsoft Dynamics 365 CRM leads while Microsoft Outlook sends a confirmation email, keeping your pipeline updated without manual data entry.
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When a Microsoft Dynamics 365 CRM contact is created, send a personalized video in Hippo Video and notify the rep via Microsoft Outlook.
New Microsoft Dynamics 365 CRM contacts receive a personalized video via Hippo Video while Microsoft Outlook alerts the rep, ensuring rapid engagement.
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If a video is watched in Hippo Video, update the contact in Microsoft Dynamics 365 CRM and send a summary email in Microsoft Outlook.
Video engagement in Hippo Video updates Microsoft Dynamics 365 CRM records and triggers an email summary in Microsoft Outlook for your sales team.
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When a Microsoft Dynamics 365 CRM lead is updated, send a follow-up video in Hippo Video and log it in Microsoft Outlook.
Updated Microsoft Dynamics 365 CRM leads trigger a follow-up video in Hippo Video and a log entry in Microsoft Outlook.

Supported triggers and actions for Hippo Video and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Hippo Video
Hippo Video Triggers & Actions
Instant
Lead is generated in Hippo Video
Triggers the automation when a new lead is generated
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Instant
Video is created in Hippo Video
Triggers the automation when a new video is created
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Instant
Video is watched in Hippo Video
Triggers the automation when a video is watched
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Instant
Call to action is clicked in Hippo Video
Triggers the automation when call details are modified
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Instant
Annotation is clicked in Hippo Video
Triggers the automation when an annotation is clicked
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Send personalized video in Hippo Video
Sends a personalized video
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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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What can you automate with Hippo Video + Microsoft Dynamics 365 CRM?

Streamline your video marketing metrics and sales pipeline with reliable, automated data flows.

What you can automate?
🚀
Create CRM leads from video interactions
Capture every lead generated in Hippo Video and create a corresponding lead or contact record in Microsoft Dynamics 365 CRM automatically. Eliminate manual data entry and ensure immediate pipeline visibility.
📝
Capture every submitted viewer field
Map all available viewer responses and custom form fields from your video campaigns into your CRM records. Maintain rich prospect profiles for targeted sales outreach.
🔔
Notify your sales team instantly
Send instant notifications to your sales reps or communication channels the moment a prospect watches a video or submits their contact details.
🔀
Route leads based on submitted criteria
Evaluate prospect responses and form inputs to direct leads to specific CRM segments or trigger tailored follow-up sequences.
🔄
Keep records updated as stages change
Automatically update contact information and opportunity stages in your CRM when prospects engage with new marketing videos or click embedded calls to action.
🔍
Search and update instead of duplicating
Check existing records in your CRM before creating entries, updating current contacts or accounts with fresh video engagement data to prevent duplicate records.
🏷️
Handle later status changes and deals
Trigger automated workflows when opportunities are updated or closed in your CRM, ensuring your marketing tools reflect the latest pipeline status.
💬
Extend your workflow to team channels
Connect your core automation to Slack or email apps to keep stakeholders informed of major video engagement milestones across your organization.
And much more...

Who is Hippo Video + Microsoft Dynamics 365 CRM integration for?

Connecting Hippo Video and Microsoft Dynamics 365 CRM streamlines video marketing data directly into your sales pipeline, making pipeline tracking and follow-ups faster and more accurate.

Sales Managers
Sales Managers
Account Executives
Account Executives
Customer Success Teams
Customer Success Teams
Demand Generation Marketers
Demand Generation Marketers
Business Development Reps
Business Development Reps
Revenue Operations Teams
Revenue Operations Teams
📈
Sales Managers
You review campaign performance and conversion metrics every week, but your CRM pipeline data only updates when someone manually exports leads, so your dashboard numbers are always hours behind — this integration means every new lead lands in your CRM instantly and your metrics stay current.
Account Executives
You need to reach out the moment a prospect shows high intent, but viewer activity sits trapped in video tools until someone transfers it manually, so you find out about hot leads too late — automating both apps means every video watch event creates a CRM task instantly so you can follow up right away.
🤝
Customer Success Teams
You answer to clients and stakeholders who want clear proof of onboarding progress, but tracking client video engagement requires constant cross-referencing between tools — connecting these apps means every interaction is logged automatically and client progress is always visible.
📊
Demand Generation Marketers
You run extensive video campaigns generating high volumes of viewer leads, but manual data entry causes backlogs and missed follow-ups across your pipeline — with this integration, every submission and click flows directly into your CRM without manual intervention.
🎯
Business Development Reps
You depend on marketing teams to hand over prospect lists before you can start outreach, but delayed handoffs stall your daily prospecting rhythm — integrating these apps means leads flow straight to your CRM the second they are captured.
🗂️
Revenue Operations Teams
You need a complete and reliable history of prospect interactions for accurate attribution, but scattered data creates frustrating gaps in customer records — this integration means every video event and CRM update stays perfectly synchronized across your stack.
Our team

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Why choose Integrately to automate Hippo Video + Microsoft Dynamics 365 CRM

Build and manage your Hippo Video + 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 Hippo Video + 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Hippo Video to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Hippo Video to Microsoft Dynamics 365 CRM in just 1 click using ready-made templates on Integrately. Link your accounts, select your trigger events, and let Integrately AI set up your workflow instantly alongside tools like Slack, Gmail, and HubSpot.
Can I automatically create Microsoft Dynamics 365 CRM leads from Hippo Video viewer data?
Frequently Asked Questions
Can I connect Hippo Video, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Hippo Video and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Hippo Video track lead generation and clicks for this integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates in this automation?
Frequently Asked Questions
Do I need coding skills to set up Hippo Video and Microsoft Dynamics 365 CRM integration?
Frequently Asked Questions
Is the Hippo Video and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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