Microsoft Dynamics 365 CRM + Klipfolio Integration
Integrate Klipfolio to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Track performance, update your dashboards, refresh data sources, and visualize metrics automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
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- Search marketing list by name in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Get marketing list members in Microsoft Dynamics 365 CRM
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
Add to data source in Klipfolio- Update data source in Klipfolio
- Refresh data source in Klipfolio
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Klipfolio Integration
Track sales data, update dashboards, refresh metrics, and monitor performance, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Klipfolio + Microsoft Dynamics 365 CRM flow
Send updates to team channels, log customer activity, and trigger follow-up actions across your connected tools. Pick a combination and activate it in one click.
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Salesforce (4)
Salesforce (4) +
HubSpot (4)
HubSpot (4) +
Microsoft Outlook (4)
Microsoft Outlook (4) +
Slack (4)
Slack (4) +
Mailchimp (4)
Mailchimp (4) +
QuickBooks Online (4)
QuickBooks Online (4) M
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When a contact is created in Microsoft Dynamics 365 CRM, add it to your Klipfolio data source and create a lead in Salesforce
New Microsoft Dynamics 365 CRM contacts update your Klipfolio data source and create a Salesforce lead instantly, eliminating manual data entry.
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When a contact is updated in Microsoft Dynamics 365 CRM, refresh your Klipfolio data source and update the record in Salesforce
Updated contact details refresh your Klipfolio data source and propagate changes to Salesforce without manual intervention.
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When a sales order is created in Microsoft Dynamics 365 CRM, update your Klipfolio data source and log the order in Salesforce
New sales orders flow directly into your Klipfolio data source and Salesforce records the transaction automatically.
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When an account is created in Microsoft Dynamics 365 CRM, add to your Klipfolio data source and create an account in Salesforce
New company accounts appear in your Klipfolio data source and Salesforce immediately for unified tracking.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Klipfolio
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → 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
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → What can you automate with Klipfolio + Microsoft Dynamics 365 CRM?
Streamline your dashboard reporting and CRM record management with automated workflows designed for accuracy.
📊
Sync CRM records directly to dashboard data sources
Update your Klipfolio data source automatically the moment a contact, lead, or sales order is created in Microsoft Dynamics 365 CRM. Your visual reports always reflect live pipeline activity without manual exports.
📋
Capture every submitted field and metric
Map all available attributes from Microsoft Dynamics 365 CRM entries into your Klipfolio reports instead of basic summaries. Your dashboards provide a detailed view for performance reviews.
🔔
Alert your team as soon as records update
Trigger instant notifications in Slack or Microsoft Outlook whenever important Microsoft Dynamics 365 CRM contacts or opportunities change. Keep your entire department informed immediately.
🔀
Route records based on submitted criteria
Handle incoming Microsoft Dynamics 365 CRM leads differently depending on deal size, region, or account tier. Direct specific data to designated Klipfolio data sources or team channels automatically.
🔄
Keep dashboard metrics current as records change
Refresh your Klipfolio data source whenever an existing Microsoft Dynamics 365 CRM contact or opportunity is updated. Eliminate outdated reporting figures across your organization.
🛡️
Prevent duplicate entries across systems
Search existing records before creating new data entries in Klipfolio or Microsoft Dynamics 365 CRM. Maintain clean databases and accurate reporting counts without manual auditing.
🏷️
Manage later status changes and deal stages
Trigger automated updates in Klipfolio when Microsoft Dynamics 365 CRM orders close, cases resolve, or opportunities move stages. Track complete lifecycle metrics effortlessly.
🔌
Extend your workflow to external team apps
Connect your Klipfolio and Microsoft Dynamics 365 CRM core flow with tools like Slack, HubSpot, or QuickBooks Online. Build multi-step pipelines that keep every department aligned.
And much more...
Who is Klipfolio + Microsoft Dynamics 365 CRM integration for?
Teams relying on accurate metrics and updated CRM records eliminate manual reporting friction and keep business data synchronized across systems.
Performance reporters
Sales managers
Account executives
Operations teams
Customer success leads
Data analysts
📈
Performance reporters
You report on sales metrics and decide strategy from dashboard charts, but your figures are always stale because records require manual exports — automating both apps means every new Microsoft Dynamics 365 CRM order updates your Klipfolio data source instantly and your numbers stay current.
⚡
Sales managers
You need to act fast on incoming pipeline changes, and you find out too late because CRM updates take hours to reach your reporting tools — with this integration, every new contact or opportunity refreshes your Klipfolio metrics immediately so your team spots trends right away.
📊
Account executives
You answer to clients and management who want to see daily progress, but compiling manual performance summaries wastes valuable selling time — connecting these apps means every Microsoft Dynamics 365 CRM update feeds your Klipfolio dashboards automatically and stakeholders see live numbers.
🔄
Operations teams
The volume of incoming customer records is too high for anyone to keep up with by hand, leading to missing data points in your reporting tools — automating both apps means every case and lead flows straight into your Klipfolio data source without manual data entry.
🤝
Customer success leads
You own the customer onboarding stage and depend on sales to hand over accurate account records, but manual handoffs cause communication gaps — this integration means every Microsoft Dynamics 365 CRM account creation updates your Klipfolio metrics and keeps client tracking unified.
📁
Data analysts
You need a reliable historical record for business intelligence, but manual data transfers keep leaving gaps in your analytics database — automating both apps means every CRM transaction updates your Klipfolio data source securely and maintains complete data integrity.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Klipfolio
Build and manage your Microsoft Dynamics 365 CRM + Klipfolio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Klipfolio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Klipfolio to Microsoft Dynamics 365 CRM?
You can connect Klipfolio and Microsoft Dynamics 365 CRM in one click using pre-built templates on Integrately. Choose a ready automation, connect your accounts, or ask Integrately AI to build the workflow for you.
Can I update my Klipfolio data source automatically when a Microsoft Dynamics 365 CRM contact is created?
Can I connect Klipfolio, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Klipfolio and Microsoft Dynamics 365 CRM?
How does Klipfolio handle incoming data updates from Microsoft Dynamics 365 CRM?
What Microsoft Dynamics 365 CRM triggers are supported for automation?
Do I need coding skills to automate Klipfolio and Microsoft Dynamics 365 CRM?
Is the Klipfolio and Microsoft Dynamics 365 CRM integration free?
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