Microsoft Dynamics 365 CRM + Hyperise Integration

Integrate Hyperise to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Track image views, create and update CRM leads, alert your sales team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Hyperise
    Personalized image is viewed in Hyperise
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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
  • Hyperise
    Create business in Hyperise
  • Hyperise
    Update business in Hyperise
  • Hyperise
    Create personalised short link in Hyperise

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

Capture image views, update CRM records, organise account details, alert your team, and send follow-ups, all in just one click.

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

Create Hyperise 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 Hyperise 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 Hyperise.

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 Hyperise + Microsoft Dynamics 365 CRM flow

Extend your integration with CRM, email, scheduling, and messaging tools once your core automation finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Hyperise
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
SlackSlack (4)
H
M
S
When a personalized image is viewed in Hyperise, create a lead in Microsoft Dynamics 365 CRM and add a contact in Salesforce.
Every Hyperise image view creates a Microsoft Dynamics 365 CRM lead and updates Salesforce instantly, keeping all systems aligned without manual data entry.
M
H
S
When a lead is created in Microsoft Dynamics 365 CRM, update the business in Hyperise and update the lead in Salesforce.
New Microsoft Dynamics 365 CRM leads update your Hyperise business records and Salesforce entries automatically, maintaining consistent data across platforms.
M
H
S
When a contact is created in Microsoft Dynamics 365 CRM, create a business in Hyperise and search lead in Salesforce.
New Microsoft Dynamics 365 CRM contacts trigger a Hyperise business creation and search your Salesforce leads for existing matches instantly.
M
H
S
When an opportunity is created in Microsoft Dynamics 365 CRM, create a personalised short link in Hyperise and update lead in Salesforce.
New Microsoft Dynamics 365 CRM opportunities generate a Hyperise personalised short link and update Salesforce records automatically.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Hyperise

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
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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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Hyperise
Hyperise Triggers & Actions
Personalized image is viewed in Hyperise
Triggers the automation when a personalized image is viewed
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Create business in Hyperise
Creates a new business entry
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Update business in Hyperise
Updates business information
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Create personalised short link in Hyperise
Generates a new personalized short link
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What can you automate with Hyperise + Microsoft Dynamics 365 CRM?

Connect your personalization campaigns directly to your CRM to eliminate manual data entry and accelerate follow-ups.

What you can automate?
🔄
Sync image views directly into CRM leads
Automatically create leads in Microsoft Dynamics 365 CRM the moment a personalized image is viewed in Hyperise. Your sales team receives instant notification of prospect engagement.
📝
Capture every submitted viewer detail
Map all available viewer answers and metadata into your CRM fields instead of only basic contact names. Your records become a comprehensive source for review and follow-up.
🚨
Alert your team as soon as engagement happens
Notify your sales channel or account managers immediately in Slack whenever a key prospect views your personalized marketing assets or updates their profile.
🔀
Route records based on submitted field values
Perform different actions depending on specific criteria submitted in your CRM records or image views, ensuring high-value prospects receive immediate priority routing.
🔄
Keep CRM records updated as changes occur
Automatically reflect updates across both Hyperise and Microsoft Dynamics 365 CRM whenever contact details, business information, or lead statuses change.
🔍
Search and update instead of creating duplicates
Check existing records in your CRM before creating new entries, ensuring clean databases and preventing duplicate contact creation during high-volume campaigns.
📊
Handle later status changes and deal updates
Manage opportunities, sales orders, and case updates seamlessly as accounts move through your pipeline stages from initial contact to closed won.
🔗
Extend your workflow to messaging and email tools
Connect your core Hyperise and Microsoft Dynamics 365 CRM setup with Slack, HubSpot, or Mailchimp to trigger multi-step team alerts and subscriber updates effortlessly.
And much more...

Who is Hyperise + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals who depend on accurate engagement data and seamless lead handoffs across platforms benefit from this automated workflow.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Support specialists
Support specialists
Data analysts
Data analysts
📈
Performance marketers
You're running personalized image campaigns across multiple channels but your CRM tracking records only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every image view creates a CRM lead instantly and your reporting stays current.
Sales representatives
You need to reach out to prospects immediately when they engage with your collateral, but leads sit in unmonitored queues until administrative updates happen — with this integration, every new lead lands in your CRM instantly and your sales team can follow up while intent is highest.
🤝
Account managers
You answer to clients who expect real-time updates on account activity, but manual data entry between personalisation tools and CRM creates constant blind spots — with this integration, account creation triggers automated updates across platforms and your status reports are always accurate.
⚙️
Operations leads
The volume of inbound leads and image views is too high for anyone to keep up by hand, leading to missed records and fragmented customer histories — with this integration, every workflow runs automatically in the background and your team operates without administrative lag.
🎧
Support specialists
You own the customer onboarding stage and depend on upstream sales handoffs to begin your work, but delayed record updates leave you waiting blindly — with this integration, every new contact or account is created instantly and your onboarding pipeline never stalls.
📊
Data analysts
You need a reliable customer history for attribution and forecasting, but manual data syncing leaves frequent gaps and duplicate entries in your database — with this integration, every touchpoint is logged cleanly and your historical records remain complete.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Hyperise

Build and manage your Microsoft Dynamics 365 CRM + Hyperise 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 + Hyperise 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
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Hyperise to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Hyperise to Microsoft Dynamics 365 CRM instantly using 1-click workflows or ask Integrately AI to build custom sequences linking Salesforce, HubSpot, and Slack.
Can I automatically create Microsoft Dynamics 365 CRM leads when a personalized image is viewed in Hyperise?
Frequently Asked Questions
Can I connect Hyperise, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Hyperise and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Hyperise handle business data in this integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM record new leads and contacts?
Frequently Asked Questions
Do I need coding skills to automate Hyperise and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Hyperise and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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