Microsoft Dynamics 365 CRM + Quentn Integration

Integrate Microsoft Dynamics 365 CRM to Quentn in one click, or tell Integrately AI how you want each lead handled. Create contacts, sync tags, update information, and trigger marketing processes automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
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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
  • Quentn
    Create or Update Contact in Quentn
  • Quentn
    Search contact in Quentn
  • Quentn
    Delete contact in Quentn
  • Quentn
    Add tags to contact in Quentn
  • Quentn
    Create tag in Quentn

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

Capture leads, organise marketing processes, keep contacts updated, trigger follow-ups, and sync customer details, all in just one click.

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

Create Quentn 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 Quentn 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 Quentn.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Quentn flow

Sync your leads with email communications, calendar bookings, payment processing, form submissions, and team chat channels. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Quentn
+
Microsoft OutlookMicrosoft Outlook (4)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
M
Q
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When a lead is created in Microsoft Dynamics 365 CRM, create or update the contact in Quentn, and send an email in Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads immediately update Quentn contacts and trigger an outreach email in Microsoft Outlook without manual intervention.
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Q
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When a contact is updated in Microsoft Dynamics 365 CRM, update Quentn and send a calendar invite in Microsoft Outlook.
Updated contact details in Microsoft Dynamics 365 CRM sync to Quentn while Microsoft Outlook automatically schedules and sends the follow-up meeting.
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Q
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When an account is created in Microsoft Dynamics 365 CRM, add a contact in Quentn, and send a welcome email in Microsoft Outlook.
New account creations in Microsoft Dynamics 365 CRM automatically register contacts in Quentn and dispatch a welcome message through Microsoft Outlook.
M
C
Q
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Use Claude to draft follow-up messages for Microsoft Dynamics 365 CRM leads, update Quentn, and send the email via Microsoft Outlook.
Claude analyses new Microsoft Dynamics 365 CRM leads to draft custom outreach, updates Quentn, and sends the message through Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Quentn

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
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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Quentn
Quentn Triggers & Actions
No trigger is available
Create or Update Contact in Quentn
Adds or update contact information
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Search contact in Quentn
Finds and retrieves contact information
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Delete contact in Quentn
Removes a contact from the address book
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Add tags to contact in Quentn
Categorize contacts by adding tags for better organization and segmentation
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Create tag in Quentn
Generates a new tag
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What can you automate with Microsoft Dynamics 365 CRM + Quentn?

Streamline your sales and marketing processes by connecting Microsoft Dynamics 365 CRM data directly to Quentn automations.

What you can automate?
🔄
Sync new leads into marketing campaigns
Automatically create or update contacts in Quentn whenever a new lead or contact is generated in Microsoft Dynamics 365 CRM.
📋
Capture every submitted field and detail
Map all available contact fields, phone numbers, and company names from Microsoft Dynamics 365 CRM directly into Quentn records.
🔔
Alert your team the moment events occur
Send instant notifications to team channels whenever important sales orders, opportunities, or cases are created in Microsoft Dynamics 365 CRM.
🔀
Route records based on specific lead criteria
Apply different tags or trigger specific marketing sequences in Quentn depending on the tier or industry submitted in Microsoft Dynamics 365 CRM.
♻️
Keep customer data synchronized as it changes
Automatically update Quentn contact details whenever account information or lead statuses are modified in Microsoft Dynamics 365 CRM.
🔍
Search and update instead of creating duplicates
Search for existing contacts in Quentn before updating records, preventing duplicate entries when Microsoft Dynamics 365 CRM data changes.
⚙️
Handle later status changes and updates
Trigger marketing updates or tag modifications in Quentn when quotes, orders, or support cases are updated in Microsoft Dynamics 365 CRM.
💬
Extend your workflow to team chat apps
Combine Microsoft Dynamics 365 CRM and Quentn with Slack to notify team members whenever contact synchronization completes.
And much more...

Who is Microsoft Dynamics 365 CRM + Quentn integration for?

Connecting Microsoft Dynamics 365 CRM and Quentn eliminates manual data entry between your sales pipeline and marketing automation tools, ensuring accurate records for every team.

Sales operations managers
Sales operations managers
Account executives
Account executives
Agency account directors
Agency account directors
Marketing automation specialists
Marketing automation specialists
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales operations managers
You're reviewing conversion reports in Microsoft Dynamics 365 CRM but your marketing metrics only update when someone manually exports lead lists, so the campaign numbers you're reporting against are always hours behind — automating both apps means every new lead updates your marketing database instantly and your metrics stay current.
Account executives
You need to initiate marketing sequences immediately after a lead arrives in Microsoft Dynamics 365 CRM, but manual transfers mean prospects wait too long for follow-ups — integrating these apps means every lead triggers marketing workflows the second they enter the system.
🤝
Agency account directors
You answer to clients who want to verify that every sales lead is receiving automated marketing nurturing, but manual tracking leaves gaps in your reporting — this integration means all client leads sync seamlessly between your CRM and marketing tools without manual tracking.
📊
Marketing automation specialists
The volume of new leads entering Microsoft Dynamics 365 CRM is too high for your team to copy into Quentn by hand, resulting in delayed campaigns — connecting these apps means contact creation and tag updates happen automatically at scale.
🎯
Business development reps
You depend on marketing teams to hand over campaign responders, but delays in data transfer mean leads go cold before outreach begins — automating both apps means every contact is created in Quentn the moment it appears in your CRM.
🔍
CRM administrators
You need a reliable history of customer interactions across platforms, but manual data entry keeps introducing missing records and duplicate profiles — this integration means your CRM and marketing database maintain clean, synchronized records without manual upkeep.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Quentn

Build and manage your Microsoft Dynamics 365 CRM + Quentn 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 + Quentn 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 Microsoft Dynamics 365 CRM to Quentn?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Quentn in just 1 click using ready templates or Integrately AI. Combine them with Microsoft Outlook, HubSpot, Slack, and 1,500+ other apps effortlessly.
Can I automatically create Quentn contacts when leads are added in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Quentn, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Quentn?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead data updates in this integration?
Frequently Asked Questions
How does Quentn process incoming contact data from Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I automate Microsoft Dynamics 365 CRM and Quentn without coding?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Quentn integration free?
Frequently Asked Questions
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