Microsoft Dynamics 365 CRM + Mailshake Integration

Integrate Mailshake to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Qualify outreach prospects, update your CRM records, alert your sales team, and trigger automated follow-ups.

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1.
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created 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
  • Mailshake
    Reply is recieved in Mailshake
  • Mailshake
    Link is clicked in Mailshake
  • Mailshake
    Message is sent in Mailshake
  • Mailshake
    Mail is opened in Mailshake
  • Mailshake
    Lead status is updated in Mailshake
  • Mailshake
    Lead is created for campaign in Mailshake
  • Mailshake
    Lead is created in Mailshake
  • Mailshake
    Campaign is created in Mailshake
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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
  • Mailshake
    Add recipient by email addresses in Mailshake
  • Mailshake
    Add recipient by csv in Mailshake
  • Mailshake
    Unsubscribe recipients in Mailshake
  • Mailshake
    Pause recipient in Mailshake
  • Mailshake
    Unpause recipient in Mailshake
  • Mailshake
    Create lead in Mailshake
  • Mailshake
    Update lead status in Mailshake
  • Mailshake
    Unpause campaign in Mailshake
  • Mailshake
    Pause campaign in Mailshake

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

Capture leads, update contacts, track responses, alert your team, and sync campaigns, all in just one click.

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

Create Mailshake recipient 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 Mailshake 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 recipient will automatically be created in Mailshake.

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

Create Microsoft Dynamics 365 CRM contact for new Mailshake recipient

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 Mailshake recipient 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 Mailshake + Microsoft Dynamics 365 CRM flow

Connect more of your favourite apps to log communications, schedule calls, and run targeted ads once your core sync completes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Mailshake
+
HubspotHubspot (4)
+
CalendlyCalendly (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
LinkedIn AdsLinkedIn Ads (4)
+
SlackSlack (4)
+
ZoomZoom (4)
M
M
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When a lead is created in Microsoft Dynamics 365 CRM, create a lead in Mailshake and create a contact in HubSpot.
New Microsoft Dynamics 365 CRM leads automatically trigger a Mailshake campaign and sync into HubSpot without manual data entry.
M
M
H
When a reply is recieved in Mailshake, update the lead in Microsoft Dynamics 365 CRM and update the contact in HubSpot.
Outreach responses in Mailshake immediately update your records in Microsoft Dynamics 365 CRM and HubSpot.
H
M
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When a contact is created in HubSpot, create a lead in Microsoft Dynamics 365 CRM and add a recipient in Mailshake.
New HubSpot contacts are instantly added to Microsoft Dynamics 365 CRM and enrolled in your Mailshake outreach.
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M
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When lead status is updated in Mailshake, update the lead in Microsoft Dynamics 365 CRM and update the contact in HubSpot.
Mailshake status updates instantly sync across Microsoft Dynamics 365 CRM and HubSpot.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Mailshake

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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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Sales order is created in Microsoft Dynamics 365 CRM
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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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Mailshake
Mailshake Triggers & Actions
Reply is recieved in Mailshake
Triggers the automation when a reply is received
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Link is clicked in Mailshake
Triggers the automation when a link in the email is clicked
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Message is sent in Mailshake
Triggers the automation when a new message is sent
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Mail is opened in Mailshake
Triggers the automation when an email is opened
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Lead status is updated in Mailshake
Triggers the automation when the status of a lead changes
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Lead is created for campaign in Mailshake
Triggers the automation when a lead is created for a campaign
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Lead is created in Mailshake
Triggers the automation when a new lead is created
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Campaign is created in Mailshake
Triggers the automation when a new campaign is created
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Add recipient by email addresses in Mailshake
Adds recipients to a mailing list by their email addresses
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Add recipient by csv in Mailshake
Import multiple recipients from a csv file
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Unsubscribe recipients in Mailshake
Removes recipients from the mailing list
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Pause recipient in Mailshake
Pauses a recipient
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Unpause recipient in Mailshake
Unpauses a recipient
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Create lead in Mailshake
Generates new leads for potential customers
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Update lead status in Mailshake
Updates the status of a lead based on particular criteria
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Unpause campaign in Mailshake
Unpauses a campaign
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Pause campaign in Mailshake
Pauses a campaign
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What can you automate with Mailshake + Microsoft Dynamics 365 CRM?

Streamline your cold email outreach and CRM pipeline with powerful, automated workflows.

What you can automate?
🔄
Sync new leads between outreach and CRM
Automatically create a lead in Mailshake whenever a new lead is created in Microsoft Dynamics 365 CRM, ensuring zero manual data entry.
📋
Capture every submitted field and response
Map all prospect details and email responses from Mailshake directly into your Microsoft Dynamics 365 CRM contact records for complete visibility.
🔔
Tell the right sales rep instantly
Trigger instant internal notifications the moment a prospect replies to your Mailshake campaign or updates their status in Microsoft Dynamics 365 CRM.
🔀
Route records based on prospect actions
Perform different update operations in Microsoft Dynamics 365 CRM depending on whether a recipient clicked a link or replied in Mailshake.
📝
Keep CRM records up to date as leads change
Automatically update lead statuses and contact fields across both platforms whenever campaign activity or prospect data shifts.
🛡️
Prevent duplicate records across tools
Search existing database records before creating new leads or contacts, ensuring clean data management between Mailshake and Microsoft Dynamics 365 CRM.
🎯
Handle later status changes and campaign triggers
Manage campaign pausing, unpausing, and lead status updates automatically based on triggers from Microsoft Dynamics 365 CRM or Mailshake.
💬
Extend your workflow to team communication apps
Connect Mailshake and Microsoft Dynamics 365 CRM with Slack to broadcast lead updates and campaign milestones to your entire revenue team.
And much more...

Who is Mailshake + Microsoft Dynamics 365 CRM integration for?

Revenue teams, sales reps, and outbound marketers connecting email outreach to their CRM stack save hours of manual entry and keep pipelines perfectly aligned.

Revenue operations managers
Revenue operations managers
Sales development representatives
Sales development representatives
Outbound marketing directors
Outbound marketing directors
Demand generation specialists
Demand generation specialists
Account executives
Account executives
Sales managers
Sales managers
📈
Revenue operations managers
You're overseeing campaign data across platforms but your CRM only updates when someone manually exports outreach lists, so your pipeline reports are always hours behind — this integration means every Mailshake engagement lands in Microsoft Dynamics 365 CRM instantly and your metrics stay current.
Sales development representatives
You need to act on prospect replies immediately, but checking two separate tools causes delayed follow-ups and missed deals — automating both apps means every cold email response updates your CRM records right away and you can reach out while interest is peak.
📊
Outbound marketing directors
You answer to executive stakeholders who want to see live campaign progress, but manual data transfers create reporting gaps — connecting these apps means lead statuses sync seamlessly across tools and stakeholders always view accurate performance records.
🚀
Demand generation specialists
The volume of inbound and outbound leads is too high for anyone to keep up by hand without dropping records — this integration means every new contact and response is logged automatically across your stack without manual copy-pasting.
💼
Account executives
You own the closing stage and depend on marketing to hand over qualified leads without missing contact details — automating these apps means every outreach lead appears in your CRM pipeline immediately so you can start pitching without delay.
🔍
Sales managers
You need a reliable history of prospect interactions for pipeline reviews, but manual logging leads to incomplete histories — integrating these apps means every lead creation and status change is recorded reliably in your CRM database.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Mailshake

Build and manage your Microsoft Dynamics 365 CRM + Mailshake 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 + Mailshake 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 Mailshake to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Mailshake to Microsoft Dynamics 365 CRM instantly using 1-click workflows on Integrately. Choose from ready-made templates or use Integrately AI to set up your integration with Slack, HubSpot, and other tools.
Can I automatically sync new leads between Mailshake and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Mailshake, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Mailshake and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Mailshake data get transferred to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM records based on Mailshake activity?
Frequently Asked Questions
Do I need coding skills to automate Mailshake and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Mailshake and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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