Microsoft Dynamics 365 CRM + Universe Integration
Integrate Microsoft Dynamics 365 CRM to Universe in one click, or tell Integrately AI how you want each booking handled. Sell tickets, create leads and contacts, update your CRM records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Microsoft Dynamics 365 CRM- Sales order is created 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
Ticket is sold in Universe 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
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Universe Integration
Capture ticket buyers as leads, organise attendee details, update your CRM records, alert your team, and trigger 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 + Universe flow
Teams often need to sync event attendees with email campaigns, update financial records, and notify staff the moment a sale happens. Pick a combination and activate it in one click.
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Mailchimp (5)
Mailchimp (5) +
Eventbrite (4)
Eventbrite (4) +
Zoom (4)
Zoom (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) +
Stripe (4)
Stripe (4) U
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Create a Microsoft Dynamics 365 CRM lead when a Universe ticket sells, and add the subscriber in Mailchimp.
Ticket buyers appear in Microsoft Dynamics 365 CRM as new leads immediately while Mailchimp adds them to your subscriber list without manual exporting.
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Create a Microsoft Dynamics 365 CRM contact for every Universe ticket sale, and update the subscriber in Mailchimp.
New Universe ticket buyers become Microsoft Dynamics 365 CRM contacts and existing Mailchimp subscribers get updated instantly.
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When a Universe ticket is sold, create a Microsoft Dynamics 365 CRM account and add a subscriber tag in Mailchimp.
Enterprise event attendees get logged as accounts in Microsoft Dynamics 365 CRM and tagged correctly in Mailchimp.
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Use Claude to extract attendee insights from Universe ticket sales, create a Microsoft Dynamics 365 CRM lead, and add the subscriber in Mailchimp.
Claude analyses ticket responses from Universe, logs a qualified lead in Microsoft Dynamics 365 CRM, and registers the subscriber in Mailchimp.
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When a Universe ticket is sold, create a Microsoft Dynamics 365 CRM lead, add the subscriber in Mailchimp, and notify your sales channel in Slack.
Universe ticket sales generate a Microsoft Dynamics 365 CRM lead, update Mailchimp, and alert your team in Slack.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Universe
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 → Universe Triggers & Actions
What can you automate with Microsoft Dynamics 365 CRM + Universe?
Streamline your event management by syncing ticket sales directly to your CRM, updating records, and triggering instant team alerts.
⚡
Create Microsoft Dynamics 365 CRM leads automatically from Universe ticket sales
Turn every ticket purchase on Universe into a new lead inside Microsoft Dynamics 365 CRM without lifting a finger. Eliminate manual data entry and ensure every attendee is captured instantly.
📋
Capture complete attendee and ticket details
Map custom answers, ticket types, and buyer contact details from Universe straight into your Microsoft Dynamics 365 CRM records. Your CRM gains rich context for every single registration.
🔔
Alert your team the moment a ticket sells
Trigger instant notifications in Slack or via email whenever a high-value ticket is purchased on Universe. Keep your sales and event teams aligned in real time.
🔀
Route registrants based on ticket tier
Set conditional rules to create priority leads in Microsoft Dynamics 365 CRM for VIP ticket buyers while standard registrants follow a regular nurturing path.
🔄
Keep CRM records updated as orders change
Automatically update existing Microsoft Dynamics 365 CRM contacts and accounts whenever ticket details or attendee information are modified in Universe.
🔍
Prevent duplicate records with smart matching
Search for existing contacts in Microsoft Dynamics 365 CRM before creating new ones, updating their profile with new Universe ticket data instead of creating clutter.
⚠️
Manage ticket cancellations and refunds
When a ticket is refunded or cancelled in Universe, automatically update the corresponding case or status in Microsoft Dynamics 365 CRM to keep pipeline accurate.
✉️
Sync event data with your email marketing
Automatically pass Universe ticket buyers from Microsoft Dynamics 365 CRM into Mailchimp campaigns to trigger targeted post-event sequences and newsletters.
And much more...
Who is Microsoft Dynamics 365 CRM + Universe integration for?
Event organisers, sales teams, and marketers can eliminate manual data entry, keep CRM records synchronized with ticket sales, and follow up instantly.
Performance marketers
Event coordinators
Client success managers
Sales development reps
Operations directors
Partnership leads
📈
Performance marketers
You are tracking campaign registrations in Microsoft Dynamics 365 CRM, but ticket sales data remains trapped in Universe, so your pipeline reports are always outdated — with this integration, every ticket sale updates your CRM instantly so your revenue dashboards stay accurate.
🎫
Event coordinators
You are managing attendee lists in Microsoft Dynamics 365 CRM manually after every event, but high ticket volume leads to missed follow-ups and delayed outreach — automating both apps means every buyer becomes a lead immediately so your team can engage attendees right away.
🤝
Client success managers
You are reviewing sponsor ticket allocations in Microsoft Dynamics 365 CRM, but confirmation details from Universe take hours to transfer, leaving clients waiting for answers — this integration means registration updates flow straight into your CRM so client records are always complete.
💼
Sales development reps
You are qualifying inbound event registrants in Microsoft Dynamics 365 CRM, but manual data entry causes a backlog when ticket sales spike, slowing down your outreach — connecting these apps means every new ticket creates a CRM lead instantly so you can reach out while interest is peak.
📊
Operations directors
You are reconciling event revenue in Microsoft Dynamics 365 CRM against ticket platforms, but discrepancies between systems create compliance blind spots — with this integration, every transaction populates your CRM accurately to maintain a flawless audit trail.
🎯
Partnership leads
You are tracking VIP ticket holders in Microsoft Dynamics 365 CRM, but guest list updates get missed during busy event weeks, leading to embarrassing oversights — automating both apps means every ticket buyer is logged correctly so your VIP relationships get immediate attention.
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 + Universe
Build and manage your Microsoft Dynamics 365 CRM + Universe automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Universe 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?
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Select Automation
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Universe?
You can connect Microsoft Dynamics 365 CRM to Universe in 1 click using ready templates on Integrately. Choose a pre-built workflow, or ask Integrately AI to build custom multi-step automations linking your CRM, ticketing platform, and tools like Slack or Google Sheets.
Can I automatically create Microsoft Dynamics 365 CRM leads from Universe ticket sales?
Can I connect Microsoft Dynamics 365 CRM, Universe, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Universe?
How does Microsoft Dynamics 365 CRM handle contact updates from event tickets?
How does Universe track ticket sales for my integrations?
Can I set up this automation without writing any code?
Is the Microsoft Dynamics 365 CRM and Universe integration free?
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