Microsoft Dynamics 365 CRM + Short.io Integration
Integrate Microsoft Dynamics 365 CRM to Short.io in one click, or tell Integrately AI how you want each lead handled. Generate branded links, update your CRM records, alert your team, and track click statistics automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated 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
Link is created in Short.io
2.
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Get marketing list members 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 a short link in Short.io
- Search link in Short.io
- Update link in Short.io
- Delete a link in Short.io
- Get domain statistcs in Short.io
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Ready Workflows for Microsoft Dynamics 365 CRM + Short.io Integration
Capture new leads, generate branded short links, update CRM records, alert your team, and track statistics, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Microsoft Dynamics 365 CRM + Short.io flow
Connect supporting apps to notify teams, sync records, and trigger follow-ups automatically after your links are generated. Pick a combination and activate it in one click.
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Microsoft Outlook (3)
Microsoft Outlook (3) +
Twilio (3)
Twilio (3) +
HubSpot (3)
HubSpot (3) +
Slack (3)
Slack (3) +
Mailchimp (3)
Mailchimp (3) +
Calendly (3)
Calendly (3) M
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Create a Short.io short link for every new Microsoft Dynamics 365 CRM lead, and send an email notification in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads automatically generate a Short.io short link and trigger an email notification in Microsoft Outlook.
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When a Microsoft Dynamics 365 CRM contact is updated, update the short link in Short.io and send a summary email in Microsoft Outlook
Updated contact details in Microsoft Dynamics 365 CRM trigger a Short.io link update and an Outlook email summary.
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When a Microsoft Dynamics 365 CRM opportunity is created, generate a Short.io short link and schedule a follow-up email in Microsoft Outlook
New opportunities in Microsoft Dynamics 365 CRM create Short.io links and trigger Outlook follow-up emails.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Short.io
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 → Short.io Triggers & Actions
What can you automate with Microsoft Dynamics 365 CRM + Short.io?
Connect lead events to branded link creation and keep your entire team aligned.
🔗
Generate Short.io short links from new leads
Automatically create a branded short link in Short.io the moment a new lead or contact is registered in Microsoft Dynamics 365 CRM.
📋
Capture every custom field and attribute
Map lead details, campaign parameters, and account data accurately into your tracking workflows instead of relying on manual URL shortening.
📢
Tell the right team member instantly
Send immediate alerts and notifications through Slack, Microsoft Outlook, or Twilio whenever a new tracking link is established.
🔀
Route links based on lead criteria
Create different short links or assign specific tags depending on tier, department, or custom fields submitted in Microsoft Dynamics 365 CRM.
🔄
Keep links updated as records change
Modify existing Short.io links automatically whenever account details or contact profiles are updated in Microsoft Dynamics 365 CRM.
🔍
Search and verify existing links
Perform automatic lookups in Short.io to ensure you update existing assets rather than creating duplicate links for recurring contacts.
📊
Retrieve domain statistics and metrics
Pull click statistics, impressions, and domain data from Short.io to keep your CRM reports fully updated with real engagement numbers.
⚡
Extend flows with supporting apps
Trigger secondary actions in HubSpot, Mailchimp, or Calendly once your Microsoft Dynamics 365 CRM and Short.io automation completes.
And much more...
Who is Microsoft Dynamics 365 CRM + Short.io integration for?
Sales, marketing, and support teams eliminate manual link creation and ensure CRM records stay perfectly synchronised with branded URL campaigns.
Performance marketers
Sales representatives
Account managers
Sales operations teams
Business development reps
CRM administrators
📈
Performance marketers
You're running multi-channel campaigns but your link tracking data only updates when someone manually creates short URLs, so your click analytics are always hours behind — this integration means every new campaign lead generates a tracked short link instantly and your metrics stay current.
⚡
Sales representatives
You need to send branded links to prospective clients immediately upon contact creation, but manual URL generation slows down your outreach workflow — automating both apps means every new Microsoft Dynamics 365 CRM lead gets a Short.io link generated instantly so you can pitch without delay.
📋
Account managers
You report on client engagement and need accurate link impression statistics, but missing URL records leave gaps in your client reviews — connecting these apps means every updated account automatically aligns with verified short links and reliable click stats.
🔄
Sales operations teams
Incoming lead volume is too high for anyone to manually generate custom domain links for every new prospect, leading to inconsistent tracking across campaigns — this integration means every new Microsoft Dynamics 365 CRM entry automatically receives a Short.io short link without manual intervention.
🎯
Business development reps
You own the outreach stage and depend on upstream lead creation in Microsoft Dynamics 365 CRM before you can send campaign materials, causing frustrating bottlenecks — automating both apps means your tracking links are ready the moment a lead lands in the CRM.
🗂️
CRM administrators
You need a reliable history of campaign touchpoints, but manual link creation leads to broken URLs and mismatched records in your database — this integration means every record update in Microsoft Dynamics 365 CRM correctly modifies your Short.io assets and keeps data clean.
Did you know?
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 + Short.io
Build and manage your Microsoft Dynamics 365 CRM + Short.io automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Short.io with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Dynamics 365 CRM + Short.io Now 
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Short.io?
You can connect Microsoft Dynamics 365 CRM to Short.io instantly in 1 click using ready templates or by asking Integrately AI to build your custom workflow alongside apps like HubSpot, Slack, and Microsoft Outlook.
Can I automatically create short links for new leads in Microsoft Dynamics 365 CRM?
Can I connect Microsoft Dynamics 365 CRM, Short.io, and HubSpot?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Short.io?
How does Microsoft Dynamics 365 CRM handle lead and contact data during automation?
How do Short.io statistics and tracking work with this integration?
Do I need coding skills to set up Microsoft Dynamics 365 CRM and Short.io integrations?
Is the Microsoft Dynamics 365 CRM and Short.io integration free?
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