Microsoft Dynamics 365 CRM + Salesforce Marketing Cloud Integration

Integrate Microsoft Dynamics 365 CRM to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each lead handled. Qualify leads, insert subscriber records, send transactional emails, and update your marketing campaigns automatically.

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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
    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
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Salesforce Marketing Cloud Integration

Capture new leads, update records, insert data extension items, trigger transactional emails, and sync subscribers, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud 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 Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

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

Send Salesforce Marketing Cloud email for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a email through Salesforce Marketing Cloud letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - Salesforce Marketing Cloud integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Got a different task in mind? Describe it

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Connect more apps to your Microsoft Dynamics 365 CRM + Salesforce Marketing Cloud flow

Extend your automation stack by connecting email, messaging, and spreadsheet tools to your core workflow. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Salesforce Marketing Cloud
+
Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM (3)
+
Salesforce Marketing CloudSalesforce Marketing Cloud (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
M
S
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When a new lead is created in Microsoft Dynamics 365 CRM, insert a record in Salesforce Marketing Cloud and update the lead.
New Microsoft Dynamics 365 CRM leads appear in Salesforce Marketing Cloud instantly while keeping your CRM records current.
M
S
M
When a contact is updated in Microsoft Dynamics 365 CRM, upsert a record in Salesforce Marketing Cloud and search for related accounts.
Updated Microsoft Dynamics 365 CRM contacts sync directly into Salesforce Marketing Cloud data extensions.
M
S
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When an opportunity is created in Microsoft Dynamics 365 CRM, insert a subscriber in Salesforce Marketing Cloud and create an account.
New sales opportunities trigger immediate subscriber creation and account logging.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Salesforce Marketing Cloud

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
Try it β†’
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it β†’
Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it β†’
Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it β†’
Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it β†’
Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it β†’
Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it β†’
Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it β†’
Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it β†’
Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it β†’
Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it β†’
Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it β†’
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
Try it β†’
Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
Try it β†’
Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
Try it β†’
Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
Try it β†’
Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
Try it β†’
Create account in Microsoft Dynamics 365 CRM
Generates a new account
Try it β†’
Search account in Microsoft Dynamics 365 CRM
Searches for account information
Try it β†’
Update account in Microsoft Dynamics 365 CRM
Updates account information
Try it β†’
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
Try it β†’
Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
Try it β†’
Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
Try it β†’
Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
Try it β†’
Search case in Microsoft Dynamics 365 CRM
Searches for a case record
Try it β†’
Get account by ID in Microsoft Dynamics 365 CRM
Try it β†’
Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
Try it β†’
Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
Try it β†’
Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
Try it β†’
Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
Try it β†’
Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
Try it β†’

What can you automate with Microsoft Dynamics 365 CRM + Salesforce Marketing Cloud?

Streamline your sales and marketing operations by automating data flow, lead syncs, and subscriber management.

What you can automate?
⚑
Sync new leads instantly into marketing lists
Automatically capture every lead created in Microsoft Dynamics 365 CRM and insert it directly into your Salesforce Marketing Cloud data extension without manual exports.
πŸ“‹
Capture every submitted field and detail
Map all custom attributes and contact fields from your CRM straight into marketing data extensions to ensure complete profile coverage for campaigns.
πŸ””
Alert team members the moment records arrive
Trigger instant notifications in Slack or Microsoft Outlook whenever a high-value lead or opportunity is created in your CRM.
πŸ”€
Route records based on submitted criteria
Filter and segment leads based on field values before sending them into specific data extensions or campaign lists in Salesforce Marketing Cloud.
πŸ”„
Keep marketing lists updated as records change
Automatically update subscriber records and data extension entries whenever contact or account details are modified in Microsoft Dynamics 365 CRM.
πŸ›‘οΈ
Prevent duplicate records with smart upserts
Use upsert operations to match existing subscribers and update their profiles rather than creating redundant entries in your marketing platform.
βœ‰οΈ
Trigger transactional emails automatically
Send welcome messages or transactional emails using TriggerSend features in Salesforce Marketing Cloud the moment a new contact is created.
πŸ“Š
Extend workflows to spreadsheets and sheets
Connect Google Sheets alongside your core pair to log every synced record and maintain an accessible backup of your marketing data.
And much more...

Who is Microsoft Dynamics 365 CRM + Salesforce Marketing Cloud integration for?

Connecting Microsoft Dynamics 365 CRM and Salesforce Marketing Cloud streamlines data flow between sales and marketing teams, eliminating manual data entry and campaign delays.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Operations leads
Operations leads
Support supervisors
Support supervisors
Data analysts
Data analysts
πŸ“ˆ
Performance marketers
You're running campaigns across multiple channels but your marketing platform only updates when someone manually exports leads, so the audience counts you're optimising against are always a few hours behind β€” this integration means every new lead lands in your data extension instantly and your metrics stay current.
πŸ‘¨β€πŸ’Ό
Sales managers
You depend on immediate lead routing to hit quarterly targets, but new inquiries sit unassigned while reps wait for list exports β€” automating both apps means every lead triggers instant notifications and rapid follow-ups.
🀝
Account executives
You need up-to-date contact details before joining client calls, but outdated records lead to embarrassing communication gaps β€” connecting these apps means your contact history is always accurate.
βš™οΈ
Operations leads
You handle heavy volumes of customer records daily, but manual copy-pasting between systems introduces costly data entry errors β€” automating both apps means every record syncs cleanly without manual overhead.
🎧
Support supervisors
You track customer inquiries alongside marketing campaigns, but disconnected support logs leave marketing teams blind to client issues β€” this integration means support records and subscriber lists remain completely aligned.
πŸ“Š
Data analysts
You rely on clean audit trails for revenue reporting, but manual data transfers often leave frustrating gaps in historical records β€” with this integration, every transaction and contact update is logged reliably.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Salesforce Marketing Cloud

Build and manage your Microsoft Dynamics 365 CRM + Salesforce Marketing Cloud 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 + Salesforce Marketing Cloud 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 β€” 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Salesforce Marketing Cloud in one click using pre-built templates or by asking Integrately AI to set up your workflow. You can also connect Microsoft Outlook, Slack, and Google Sheets to extend your automation.
Can I automatically sync new leads from Microsoft Dynamics 365 CRM to Salesforce Marketing Cloud?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact data during synchronization?
Frequently Asked Questions
Can Salesforce Marketing Cloud data extensions be updated automatically from CRM triggers?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Salesforce Marketing Cloud With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to CRMs, billing tools, and customer support platforms to manage and follow up on your client interactions.
Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Sync Salesforce Marketing Cloud with analytics, campaign management, and reporting tools to keep data working across your marketing stack.