Microsoft Dynamics 365 CRM + Sendlane Integration

Integrate Microsoft Dynamics 365 CRM to Sendlane in one click, or tell Integrately AI how you want each contact handled. Sync subscriber lists, trigger personalised emails, update records, and keep your marketing campaigns aligned 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
  • Sendlane
    Contact is saved in Sendlane Instant
  • Sendlane
    Tag is added to a contact in Sendlane Instant
  • Sendlane
    Tag is removed in Sendlane Instant
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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
  • Sendlane
    Create subscriber in Sendlane
  • Sendlane
    Unsubscribe contact in Sendlane

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

Capture new contacts, trigger personalised emails, update subscriber lists, and track campaign engagement, all in just one click.

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

Create Sendlane 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 Sendlane 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 Sendlane.

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

Create Microsoft Dynamics 365 CRM contact for new Sendlane contact

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 Sendlane contact 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 Microsoft Dynamics 365 CRM + Sendlane flow

Send customer details to your marketing tools, alert your sales reps, and keep your communication channels updated. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Sendlane
+
Microsoft OutlookMicrosoft Outlook (4)
+
ShopifyShopify (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
ZoomZoom (4)
M
S
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Create a Sendlane subscriber for every new Microsoft Dynamics 365 CRM contact, and send an email notification in Microsoft Outlook.
New Microsoft Dynamics 365 CRM contacts become Sendlane subscribers instantly while Microsoft Outlook notifies your sales team, removing manual handoffs.
M
S
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When a contact is updated in Microsoft Dynamics 365 CRM, update Sendlane and send a summary email in Microsoft Outlook.
Keep subscriber data synchronized in Sendlane and notify relevant team members in Microsoft Outlook whenever contact details change.
M
S
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When a lead is created in Microsoft Dynamics 365 CRM, add a Sendlane subscriber and create a calendar event in Microsoft Outlook.
New leads trigger Sendlane subscriber creation and schedule follow-up coordination in Microsoft Outlook automatically.
M
S
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Use Claude to summarise Microsoft Dynamics 365 CRM lead notes, create a Sendlane subscriber, and send the brief via Microsoft Outlook.
Claude analyses lead notes from Microsoft Dynamics 365 CRM before creating a Sendlane subscriber and briefing your team in Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Sendlane

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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Sendlane
Sendlane Triggers & Actions
Instant
Contact is saved in Sendlane
Triggers the automation when a contact is saved
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Instant
Tag is added to a contact in Sendlane
Triggers the automation when a tag is added
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Instant
Tag is removed in Sendlane
Triggers the automation when a tag is added
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Create subscriber in Sendlane
Adds new users to the subscription list
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Unsubscribe contact in Sendlane
Removes contact from mailing list
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What can you automate with Microsoft Dynamics 365 CRM + Sendlane?

Streamline your sales and marketing operations by automating contact creation, email subscriber management, and data synchronization across both platforms.

What you can automate?
🔄
Sync new contacts automatically
Create a Sendlane subscriber instantly the moment a new contact is created in Microsoft Dynamics 365 CRM. Keep your marketing lists populated without manual list exports.
📋
Capture complete contact details
Map all available contact fields and custom attributes from Microsoft Dynamics 365 CRM directly into Sendlane profiles. Ensure your email campaigns have access to rich customer data.
🔔
Alert your team instantly
Notify your sales or marketing team the moment high-value opportunities or leads are created in Microsoft Dynamics 365 CRM. Never miss an important handoff.
🔀
Route subscribers conditionally
Add subscribers to specific Sendlane lists or campaigns based on criteria, tags, or fields submitted in Microsoft Dynamics 365 CRM. Deliver tailored messaging to the right audience.
📝
Keep subscriber data up to date
Update Sendlane subscriber profiles automatically whenever contact details change in Microsoft Dynamics 365 CRM. Prevent outdated records from affecting your email deliverability.
👥
Prevent duplicate subscribers
Search existing subscriber records before creation to ensure multiple Microsoft Dynamics 365 CRM updates never generate duplicate entries in Sendlane.
Handle later status changes
Unsubscribe contacts in Sendlane or adjust their status when opportunities are closed, lost, or updated in Microsoft Dynamics 365 CRM. Maintain compliance automatically.
🔌
Extend your workflow with HubSpot
Create a contact in Microsoft Dynamics 365 CRM, add a subscriber in Sendlane, and log the interaction in HubSpot for complete cross-platform visibility.
And much more...

Who is Microsoft Dynamics 365 CRM + Sendlane integration for?

Sales and marketing teams managing customer communications rely on this integration to eliminate manual data entry, streamline lead handoffs, and keep campaign lists perfectly synchronized.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
E-commerce directors
E-commerce directors
Lifecycle marketers
Lifecycle marketers
Customer success leads
Customer success leads
📈
Performance marketers
You're tracking campaign leads in Microsoft Dynamics 365 CRM, but your email lists in Sendlane only update when someone manually exports contacts, so your segmentation is always outdated — with this integration, every new contact lands in Sendlane instantly and your email campaigns stay perfectly targeted.
👥
Sales managers
You're managing new leads in Microsoft Dynamics 365 CRM, but your follow-up sequences in Sendlane trigger too late because subscriber syncs happen overnight, leaving hot prospects waiting — automating both apps means every lead triggers immediate email sequences and your conversion rates climb.
📊
Account executives
You're closing deals in Microsoft Dynamics 365 CRM, but client communication histories get lost between systems when contacts aren't added to Sendlane properly, forcing manual checks — this integration means every updated contact syncs seamlessly and your messaging history remains intact.
🛒
E-commerce directors
You're processing high volumes of orders in Microsoft Dynamics 365 CRM, but subscriber lists fall behind during peak sales periods due to manual entry errors, creating communication gaps — connecting these apps means every order contact is captured instantly and your customer retention workflows run without interruption.
🎯
Lifecycle marketers
You're building targeted segments in Microsoft Dynamics 365 CRM, but email triggers fail when contact property updates take hours to reflect in Sendlane, delaying automated journeys — automating both apps means real-time list updates and timely customer engagement.
📋
Customer success leads
You're logging support cases and contact updates in Microsoft Dynamics 365 CRM, but onboarding emails miss active users when contact records fail to sync to Sendlane, frustrating new buyers — this integration means every contact state change triggers accurate lifecycle messaging immediately.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Sendlane

Build and manage your Microsoft Dynamics 365 CRM + Sendlane 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 + Sendlane 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 Microsoft Dynamics 365 CRM to Sendlane?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Sendlane in 1 click using Integrately. Choose from 20 million+ ready automation templates or ask Integrately AI to build your exact workflow. You can also integrate apps like Microsoft Outlook, Shopify, HubSpot, Mailchimp, Stripe, and Zoom.
Can I automatically sync new Microsoft Dynamics 365 CRM contacts to Sendlane?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Sendlane, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Sendlane?
Frequently Asked Questions
How do contact updates in Microsoft Dynamics 365 CRM affect Sendlane?
Frequently Asked Questions
Can I manage subscriber tags in Sendlane based on Microsoft Dynamics 365 CRM activity?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Sendlane?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Sendlane integration free?
Frequently Asked Questions
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