Microsoft Dynamics 365 CRM + INBOX Integration

Integrate INBOX to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture new contacts, create and update records, 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
  • INBOX
    Contact is added in INBOX Instant
  • INBOX
    Contact is unsubscribed in INBOX Instant
  • INBOX
    Contact is hard bounced in INBOX Instant
  • INBOX
    Contact reported spam in INBOX Instant
  • INBOX
    Contact is soft bounced in INBOX Instant
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
  • INBOX
    Create contact in INBOX
  • INBOX
    Search contact by email in INBOX
  • INBOX
    Update contact in INBOX
  • INBOX
    Create list in INBOX

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

Capture contacts, create leads, update accounts, alert your team, and manage follow-ups, all in just one click.

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

Create INBOX 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 INBOX 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 INBOX.

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

Create Microsoft Dynamics 365 CRM contact for new INBOX 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 INBOX 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 INBOX + Microsoft Dynamics 365 CRM flow

Connect team chat, video meetings, marketing platforms, and scheduling tools to extend your core automation flow. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
INBOX
+
Microsoft TeamsMicrosoft Teams (4)
+
ZoomZoom (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
I
M
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Add every new INBOX contact as a lead in Microsoft Dynamics 365 CRM, and notify your sales team on Microsoft Teams
New INBOX contacts appear instantly in Microsoft Dynamics 365 CRM as new leads while your sales team receives an immediate notification on Microsoft Teams.
I
M
M
When a contact is unsubscribed in INBOX, update the lead in Microsoft Dynamics 365 CRM and alert your support team on Microsoft Teams
Unsubscribed INBOX contacts update your Microsoft Dynamics 365 CRM records automatically and notify your team on Microsoft Teams.
M
I
M
When a Microsoft Dynamics 365 CRM lead is updated, update the contact in INBOX and post the change to Microsoft Teams
Lead updates in Microsoft Dynamics 365 CRM sync back to INBOX contacts while Microsoft Teams keeps your team aligned.
M
I
M
When a sales order is created in Microsoft Dynamics 365 CRM, update the contact in INBOX and announce it in Microsoft Teams
New sales orders in Microsoft Dynamics 365 CRM update INBOX contact profiles and trigger team announcements in Microsoft Teams.

Supported triggers and actions for Microsoft Dynamics 365 CRM and INBOX

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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INBOX
INBOX Triggers & Actions
Instant
Contact is added in INBOX
Triggers the automation when a new contact is added
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Instant
Contact is unsubscribed in INBOX
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Contact is hard bounced in INBOX
Triggers the automation when a contact email bounces due to invalidity
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Instant
Contact reported spam in INBOX
Triggers the automation when a contact is marked as spam
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Instant
Contact is soft bounced in INBOX
Triggers the automation when a contact email address bounces due to temporary issues
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Create contact in INBOX
Adds a new contact to the contact list
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Search contact by email in INBOX
Finds and retrieves contact information using their email address
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Update contact in INBOX
Updates contact information
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Create list in INBOX
Generates a new list
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What can you automate with INBOX + Microsoft Dynamics 365 CRM?

Streamline your customer data workflows by connecting email marketing triggers directly to your sales pipeline operations.

What you can automate?
Create CRM leads from new email subscribers instantly
Every contact added in INBOX becomes a new lead in Microsoft Dynamics 365 CRM the moment they submit their details. No copy-pasting, no delayed exports, and no missed sales opportunities.
📋
Capture every submitted field in your CRM records
Map all available contact attributes and landing page answers into separate CRM fields instead of just names and emails. Your CRM database becomes a richer source for sales follow-up.
🔔
Notify sales teams the second a lead arrives
Alert your sales reps immediately through team chat channels whenever a high-value contact is captured in INBOX, ensuring rapid response times.
🔀
Route leads conditionally based on submitted tags
Sort incoming contacts into different Microsoft Dynamics 365 CRM lists or assign specific priority levels based on the form answers or tags they submit in INBOX.
🔄
Keep contact details synchronized across platforms
Update contact profiles in INBOX whenever lead information or account statuses change in Microsoft Dynamics 365 CRM, maintaining complete data accuracy everywhere.
🔍
Search and update existing contacts without duplicates
Check whether a contact already exists in your database before creating a new entry, updating current records instead of generating duplicate lead entries.
📉
Handle unsubscriptions and bounces automatically
Propagate contact status changes like unsubscriptions or hard bounces from INBOX straight into Microsoft Dynamics 365 CRM to keep your mailing lists and CRM compliant.
🌐
Extend your workflow to secondary business apps
Trigger downstream actions in tools like Microsoft Teams or HubSpot immediately after your core INBOX and Microsoft Dynamics 365 CRM automation finishes running.
And much more...

Who is INBOX + Microsoft Dynamics 365 CRM integration for?

Connecting INBOX and Microsoft Dynamics 365 CRM helps sales, marketing, and operations teams eliminate manual data entry, keep CRM records current, and accelerate response times.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Marketing managers
Marketing managers
CRM administrators
CRM administrators
Business development reps
Business development reps
📈
Performance marketers
You're running email campaigns and landing pages but your CRM tracking sheet only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in the CRM instantly and your campaign data stays current.
💼
Sales representatives
You need to reach out to new prospects immediately, but waiting for batch list exports means leads go cold before you find out about them — automating both apps means every subscriber creates a CRM lead right away so you can call them while they are still engaged.
🤝
Account managers
You answer to clients who want to see pipeline progress and lead generation metrics, but manual reporting takes hours away from client strategy — connecting these apps means your CRM records update automatically and client reporting is always accurate.
📊
Marketing managers
The volume of email signups and autoresponder submissions is too high for anyone to keep up by hand, leading to missed contacts and fragmented lists — automating both apps means every lead is captured and organized without manual copying.
⚙️
CRM administrators
You own the sales database and depend on marketing teams to hand over clean contact data without duplicate entries or missing fields — with this integration, contact details flow directly into your CRM exactly as submitted.
🎯
Business development reps
You need a reliable history of prospect interactions and keep finding gaps where email signups failed to make it into the sales pipeline — integrating these apps means your pipeline history is complete and traceable.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + INBOX

Build and manage your Microsoft Dynamics 365 CRM + INBOX 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 + INBOX 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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Frequently Asked Questions

How do I connect INBOX to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect INBOX to Microsoft Dynamics 365 CRM in 1 click using ready templates or by using Integrately AI to build your custom workflow. With 42,000+ active users, setting up automations with apps like Microsoft Teams, HubSpot, and Stripe is fast and reliable.
Can I automatically create Microsoft Dynamics 365 CRM leads from INBOX contacts?
Frequently Asked Questions
Can I connect INBOX, Microsoft Dynamics 365 CRM, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for INBOX and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does INBOX handle contact updates in this integration?
Frequently Asked Questions
How are Microsoft Dynamics 365 CRM leads and accounts synchronized?
Frequently Asked Questions
Can I set up this automation without writing code?
Frequently Asked Questions
Is the INBOX and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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