When Person is created in Pipedrive > Check condition > Create contact in Microsoft Dynamics 365 CRM
Pipedrive + Microsoft Dynamics 365 CRM Integration
Microsoft Dynamics 365 CRM + Pipedrive Integration
Integrate Microsoft Dynamics 365 CRM to Pipedrive in one click, or tell Integrately AI how you want each lead handled. Create deals, update contacts, sync accounts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Member is added to marketing list in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Sales order is created 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
Project is deleted in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is created in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
2.
- Get marketing list members in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Search marketing list by name 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
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Pipedrive Integration
Capture leads, create deals, keep contacts updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Person is created in Pipedrive > Check condition > Create lead in Microsoft Dynamics 365 CRM
Pipedrive + Microsoft Dynamics 365 CRM Integration
When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create lead in Pipedrive
Microsoft Dynamics 365 CRM + Pipedrive Integration
When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create lead in Pipedrive
Microsoft Dynamics 365 CRM + Pipedrive Integration
Create Microsoft Dynamics 365 CRM contact for new Pipedrive person
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 Pipedrive person 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.
See moreFor 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 Pipedrive person 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.
Create Pipedrive person for new Microsoft Dynamics 365 CRM contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Microsoft Dynamics 365 CRM - Pipedrive integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Pipedrive person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Microsoft Dynamics 365 CRM - Pipedrive integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Pipedrive person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Microsoft Dynamics 365 CRM + Pipedrive flow
Sync your core pipeline data with messaging, email, and scheduling tools to keep your entire team aligned. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
HubSpot (3)
HubSpot (3) +
Calendly (3)
Calendly (3) +
Zoom (3)
Zoom (3) +
Mailchimp (3)
Mailchimp (3) M
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Create a Pipedrive deal when a Lead is created in Microsoft Dynamics 365 CRM, and send a notification email in Gmail
Every Microsoft Dynamics 365 CRM lead immediately becomes a deal in Pipedrive and triggers an email in Gmail, removing manual handoffs between sales tools.
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When a Contact is created in Microsoft Dynamics 365 CRM, create a person in Pipedrive and send a welcome message in Gmail
New Microsoft Dynamics 365 CRM contacts sync directly to Pipedrive as persons while Gmail sends an immediate introduction email.
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When an Opportunity is created in Microsoft Dynamics 365 CRM, add a deal in Pipedrive and send a briefing email in Gmail
Microsoft Dynamics 365 CRM opportunities instantly generate Pipedrive deals and dispatch briefing emails through Gmail.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Pipedrive
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 → Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Microsoft Dynamics 365 CRM + Pipedrive?
Streamline your sales pipeline by connecting Microsoft Dynamics 365 CRM and Pipedrive for instant data syncs and automated follow-ups.
🚀
Sync new leads directly to your pipeline
Automatically convert every new lead created in Microsoft Dynamics 365 CRM into a deal in Pipedrive without manual copy-pasting.
📋
Capture all custom fields and details
Map custom parameters and contact properties accurately from Microsoft Dynamics 365 CRM into your Pipedrive records.
🔔
Alert your team instantly on new deals
Notify sales representatives right away when Microsoft Dynamics 365 CRM triggers a new opportunity or account.
🔀
Route records based on submitted criteria
Direct specific enterprise leads or high-value deals to designated pipeline stages in Pipedrive automatically.
🔄
Keep contact records continuously updated
Reflect any modification made to contacts or accounts in Microsoft Dynamics 365 CRM directly inside Pipedrive.
🔍
Search and update existing records
Check for existing Pipedrive entries before creating new ones to prevent duplicate customer profiles.
📌
Handle later status changes and updates
Sync case updates or closed opportunities from Microsoft Dynamics 365 CRM to your Pipedrive activities.
🌐
Extend your workflow with messaging apps
Connect your core pair with Slack or Gmail to notify teams and send confirmation emails automatically.
And much more...
Who is Microsoft Dynamics 365 CRM + Pipedrive integration for?
Connecting Microsoft Dynamics 365 CRM and Pipedrive bridges enterprise operations and pipeline tracking, helping teams eliminate manual entry and maintain clean records.
Revenue analysts
Sales representatives
Account managers
Sales operations teams
Business development reps
Compliance officers
📈
Revenue analysts
You compile pipeline metrics from Microsoft Dynamics 365 CRM but your deal tracking sheet only updates when someone manually exports records, so the numbers you report are always outdated — with this integration, every deal lands in Pipedrive instantly and your reporting stays current.
⚡
Sales representatives
You wait for lead assignments to filter down from Microsoft Dynamics 365 CRM before reaching out, but manual transfer delays mean prospects go cold — automating both apps means every lead creates a Pipedrive deal instantly so you can contact prospects right away.
🤝
Account managers
You need to update stakeholders on active customer accounts originating in Microsoft Dynamics 365 CRM, but manual status tracking creates blind spots — connecting these apps means every account update syncs to Pipedrive so your team sees progress immediately.
📊
Sales operations teams
You handle high volumes of incoming Microsoft Dynamics 365 CRM records that require manual entry into Pipedrive, leading to human error and backlog — this integration means every record transfers automatically without missing fields.
🔄
Business development reps
You depend on upstream handoffs from Microsoft Dynamics 365 CRM to start prospecting in Pipedrive, but manual delays stall your outreach — automating both apps means every contact lands in Pipedrive the moment it is created.
📋
Compliance officers
You audit customer records across Microsoft Dynamics 365 CRM and Pipedrive, but manual updates leave audit gaps and missing data fields — integrating these apps means every modification transfers reliably and keeps your history complete.
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Pipedrive?
You can connect Microsoft Dynamics 365 CRM to Pipedrive instantly using ready templates or by configuring custom flows with Integrately AI. It supports 1-click setup and integrates smoothly with tools like Slack, Gmail, and HubSpot.
Can I automatically create a Pipedrive deal when a lead is created in Microsoft Dynamics 365 CRM?
Can I connect Microsoft Dynamics 365 CRM, Pipedrive, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Pipedrive?
How does Microsoft Dynamics 365 CRM handle contact updates in Pipedrive?
Can I sync Pipedrive deals back to Microsoft Dynamics 365 CRM?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Pipedrive?
Is the Microsoft Dynamics 365 CRM and Pipedrive integration free?
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