Microsoft Dynamics 365 CRM + Wisepops Integration

Integrate Microsoft Dynamics 365 CRM to Wisepops in one click, or tell Integrately AI how you want each lead handled. Capture visitor conversions, create and update CRM records, and trigger sales follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created 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
  • Wisepops
    Phone is collected in Wisepops Instant
  • Wisepops
    Survey is collected in Wisepops Instant
  • Wisepops
    Sign-up is collected in Wisepops 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

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

Capture website sign-ups, collect survey responses, create and update CRM records, and trigger sales follow-ups, all in just one click.

Most popular automationmost-popular-automations
Wisepops + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Wisepops response

When someone completes your Wisepops, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Wisepops is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Wisepops - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Microsoft Dynamics 365 CRM + Wisepops flow

Nurture captured website leads, schedule meetings, and notify your sales team instantly. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Wisepops
+
MailchimpMailchimp (5)
+
Google Analytics 4Google Analytics 4 (3)
+
CalendlyCalendly (3)
+
Facebook Lead AdsFacebook Lead Ads (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
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Add every Wisepops sign-up to Microsoft Dynamics 365 CRM as a new contact, and add the subscriber in Mailchimp
New website leads flow straight into Microsoft Dynamics 365 CRM and Mailchimp the moment someone signs up through Wisepops, eliminating manual data entry.
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When a Wisepops survey is collected, create a lead in Microsoft Dynamics 365 CRM and add a subscriber tag in Mailchimp
Survey respondents are instantly recorded as leads in Microsoft Dynamics 365 CRM and tagged in Mailchimp for targeted follow-up campaigns.
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If a Wisepops sign-up includes a phone number, update Microsoft Dynamics 365 CRM and add the lead to Mailchimp
Phone sign-ups captured via Wisepops update existing Microsoft Dynamics 365 CRM contacts and trigger targeted Mailchimp campaigns.
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Use ChatGPT to score Wisepops sign-ups, create leads in Microsoft Dynamics 365 CRM, and add subscribers to Mailchimp
AI evaluates website leads from Wisepops before creating qualified Microsoft Dynamics 365 CRM records and adding subscribers to Mailchimp.
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Turn every converted Wisepops visitor into a Microsoft Dynamics 365 CRM lead, sync with Mailchimp, and notify Slack
Website conversions create Microsoft Dynamics 365 CRM leads, update Mailchimp lists, and alert your sales team in Slack instantly.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Wisepops

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Sales order is created in Microsoft Dynamics 365 CRM
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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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Wisepops
Wisepops Triggers & Actions
Instant
Phone is collected in Wisepops
Triggers the automation when a phone number is collected
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Instant
Survey is collected in Wisepops
Triggers the automation when a user signs up
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Instant
Sign-up is collected in Wisepops
Triggers the automation when a sign-up is collected
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No action is available

What can you automate with Microsoft Dynamics 365 CRM + Wisepops?

Streamline your lead capture, data synchronization, and sales workflows between Wisepops and Microsoft Dynamics 365 CRM.

What you can automate?
📥
Capture website sign-ups as CRM leads instantly
Every sign-up collected through Wisepops pop-ups creates a new lead record in Microsoft Dynamics 365 CRM automatically. Eliminate manual data entry and ensure every website visitor enters your sales pipeline without delay.
📋
Sync every survey response and submitted field
Map detailed survey feedback and custom visitor answers from Wisepops directly into Microsoft Dynamics 365 CRM contact fields. Your database maintains complete contextual data for every interaction.
🔔
Alert your sales team the moment leads convert
Trigger instant team notifications in Slack or email when high-intent prospects submit their contact details via Wisepops. Sales reps can initiate outreach while prospect interest is at its peak.
🔀
Route leads based on submitted criteria
Evaluate incoming Wisepops sign-ups and assign different priority levels or sales reps in Microsoft Dynamics 365 CRM based on submitted form fields and survey answers.
🔄
Keep Microsoft Dynamics 365 CRM updated as data changes
Automatically update existing contact records and accounts in Microsoft Dynamics 365 CRM whenever returning visitors submit new information through Wisepops widgets.
🔍
Search and update instead of creating duplicates
Check existing Microsoft Dynamics 365 CRM records before creating new entries, updating existing contacts with fresh Wisepops sign-up data to keep your database clean.
📞
Handle phone number captures and follow-ups
Capture phone submissions from Wisepops pop-ups, update the corresponding Microsoft Dynamics 365 CRM contact, and schedule follow-up actions automatically.
🔗
Extend your workflow to external marketing tools
Push captured Wisepops lead data into Microsoft Dynamics 365 CRM while simultaneously syncing subscribers to Mailchimp or scheduling meetings in Calendly.
And much more...

Who is Microsoft Dynamics 365 CRM + Wisepops integration for?

Growth marketers, sales development reps, and revenue operations teams use this integration to turn website visitor conversions into active CRM pipeline without manual data entry.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
High-volume growth teams
High-volume growth teams
Sales executives
Sales executives
Revenue operations specialists
Revenue operations specialists
📈
Performance marketers
You're running website conversion pop-ups but your reporting dashboards only update when someone manually exports submissions, so the lead counts you're optimising against are always a few hours behind — with this integration, every new sign-up lands in Microsoft Dynamics 365 CRM instantly and your campaign data stays current.
Sales development reps
You need to act fast on incoming website inquiries, but leads sit in unmonitored popup reports until someone checks them by hand, resulting in delayed outreach — with this integration, every phone number and sign-up creates a Microsoft Dynamics 365 CRM lead immediately so you can reach out while interest is high.
📋
Account managers
You answer to stakeholders who want to see real-time pipeline growth, but visitor data takes hours to move from website widgets into your tracking systems — with this integration, every survey submission and contact detail updates Microsoft Dynamics 365 CRM automatically and keeps stakeholder reports accurate.
🚀
High-volume growth teams
The volume of website traffic is too high for anyone to keep up by hand, leading to missed sign-ups and fragmented customer histories across tools — with this integration, every visitor conversion populates Microsoft Dynamics 365 CRM without manual copy-pasting and handles large volumes effortlessly.
🎯
Sales executives
You own the next step in the sales cycle and depend on marketing to hand over qualified leads, but manual data transfers cause bottlenecks in pipeline progression — with this integration, every captured prospect flows straight into Microsoft Dynamics 365 CRM so your team can pick up the work instantly.
🔍
Revenue operations specialists
You need a reliable history of customer interactions, but manual entry keeps leaving gaps in your database and corrupts attribution reporting — with this integration, every sign-up, survey, and phone submission creates complete contact records in Microsoft Dynamics 365 CRM with zero missing fields.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Wisepops

Build and manage your Microsoft Dynamics 365 CRM + Wisepops 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 + Wisepops 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 Wisepops?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Wisepops instantly using 1-click automation setup on Integrately, linking your website sign-ups with Mailchimp, Slack, and 1,500+ other apps.
Can I automatically sync Wisepops website sign-ups to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Wisepops, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Wisepops?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle leads captured from Wisepops?
Frequently Asked Questions
Can I track survey responses from Wisepops inside Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to connect Microsoft Dynamics 365 CRM and Wisepops?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Wisepops integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Wisepops With 1500+ Other Apps

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Sync Wisepops with email marketing, customer feedback, and analytics tools to expand visitor conversion capabilities.
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