Microsoft Dynamics 365 CRM + Simplero Integration
Integrate Microsoft Dynamics 365 CRM to Simplero in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify contacts, update your CRM and email lists, alert your team, and trigger follow-ups 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
Tag is added to contact in Simplero Instant- Tag is removed from contact in Simplero Instant
- Purchase is created in Simplero Instant
- Purchase is deleted in Simplero Instant
- Subscription is created in Simplero Instant
- Subscription is deleted in Simplero Instant
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
- Search purchase by email in Simplero
- Create or update contact in Simplero
- Search contact by email in Simplero
- Add tag to contact in Simplero
- Remove tag from contact in Simplero
- Subscribe to a List in Simplero
- Unsubscribe from list in Simplero
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Simplero Integration
Capture leads, create contacts, update accounts, alert your team, and send follow-ups, 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 + Simplero flow
Sync your CRM data with billing platforms, email tools, and scheduling apps to streamline your info business. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Zoom (4)
Zoom (4) +
Slack (4)
Slack (4) +
Calendly (4)
Calendly (4) +
Google Drive (4)
Google Drive (4) M
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Create a Stripe customer for every new Microsoft Dynamics 365 CRM lead, and update Simplero
New Microsoft Dynamics 365 CRM leads automatically generate Stripe customers and update Simplero records, keeping your billing and CRM data aligned.
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When a Stripe purchase is completed, update the Microsoft Dynamics 365 CRM contact and add a tag in Simplero
Stripe purchases immediately update your Microsoft Dynamics 365 CRM contact and apply the correct tag in Simplero, ensuring smooth customer onboarding.
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If a Stripe subscription fails, update the Microsoft Dynamics 365 CRM account and remove the tag in Simplero
Failed Stripe subscriptions instantly update your Microsoft Dynamics 365 CRM account status and remove access tags in Simplero.
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Use ChatGPT to analyse failed Stripe payments, update Microsoft Dynamics 365 CRM, and notify Simplero users
ChatGPT assesses failed Stripe payments so you can update Microsoft Dynamics 365 CRM and trigger personalized outreach in Simplero.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Simplero
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 → Simplero Triggers & Actions
Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
Try it → Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
Try it → Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
Try it → Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
Try it → What can you automate with Microsoft Dynamics 365 CRM + Simplero?
Streamline your sales, marketing, and customer operations by connecting Microsoft Dynamics 365 CRM and Simplero.
🔄
Sync leads and contacts instantly
Automatically create or update contacts in Simplero whenever a new lead or contact is created in Microsoft Dynamics 365 CRM. Eliminate manual exports and keep your database unified.
📋
Capture every submitted field
Map all available contact details, custom fields, and account data between Microsoft Dynamics 365 CRM and Simplero without losing important customer context.
🔔
Alert your team in real time
Trigger instant notifications and updates across your communication channels whenever a high-value lead or purchase occurs.
🔀
Route records based on submitted data
Apply specific tags, subscription lists, or CRM updates depending on the criteria and custom fields submitted by your contacts.
⏱️
Keep records updated as things change
Automatically update contact information, account statuses, and opportunity stages across both platforms whenever changes happen.
🔍
Search and update instead of duplicating
Check existing records by email before creating entries, ensuring clean customer profiles and avoiding duplicate records.
💳
Manage subscription and purchase events
Handle purchases, subscriptions, cancellations, and renewals by syncing payment data directly with your CRM records.
🔌
Extend your workflow to other tools
Connect your core Microsoft Dynamics 365 CRM and Simplero flow with Slack, Stripe, Mailchimp, and other popular apps for end-to-end automation.
And much more...
Who is Microsoft Dynamics 365 CRM + Simplero integration for?
Sales managers, info business owners, and customer success teams running operations across Microsoft Dynamics 365 CRM and Simplero eliminate manual data entry and keep customer records synchronized.
Performance marketers
Sales team leaders
Client account managers
Customer support leads
Course creators and operators
Finance managers
📈
Performance marketers
You're running campaigns across multiple channels but your CRM tracking only updates when someone manually exports leads, so the lead counts you're optimizing against are always a few hours behind — automating both apps means every new lead lands in Simplero instantly and your data stays current.
⚡
Sales team leaders
You need to act on incoming leads immediately, but you find out about new prospects too late because contacts are trapped in siloed forms — integrating these apps means every Microsoft Dynamics 365 CRM lead triggers instant customer creation in Simplero so your reps can close deals faster.
🤝
Client account managers
You answer to stakeholders who want to see real-time pipeline progress, but compiling manual reports takes hours every week — this integration means every account update and purchase flows automatically into your reporting views without manual intervention.
📊
Customer support leads
The volume of new enquiries is too high for anyone to keep up by hand, leading to missed tickets and frustrated customers — connecting these apps means cases and contacts sync across systems instantly so your support queue stays organized.
🚀
Course creators and operators
You own the student onboarding workflow and depend on someone upstream to hand over buyer details, causing delays in course access — automating both apps means every Simplero purchase updates your Microsoft Dynamics 365 CRM records and triggers enrollment immediately.
🗂️
Finance managers
You need a reliable history of all transactions and keep finding gaps between subscription data and CRM records — integrating these apps means every purchase and subscription event updates your financial logs without missing a single entry.
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 + Simplero
Build and manage your Microsoft Dynamics 365 CRM + Simplero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Simplero 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 + Simplero Now 
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Simplero?
You can connect Microsoft Dynamics 365 CRM to Simplero instantly using 1-click workflows or Integrately AI. Combine them with tools like Slack, Stripe, and Google Drive for advanced automation.
Can I automatically sync new Microsoft Dynamics 365 CRM leads to Simplero contacts?
Can I connect Microsoft Dynamics 365 CRM, Simplero, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Simplero?
How does Microsoft Dynamics 365 CRM data sync with Simplero?
Can Simplero purchases update Microsoft Dynamics 365 CRM opportunities?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Simplero?
Is the Microsoft Dynamics 365 CRM and Simplero integration free?
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