Microsoft Dynamics 365 CRM + YouTube Integration
Integrate Microsoft Dynamics 365 CRM to YouTube in one click, or tell Integrately AI how you want each lead handled. Upload videos, update CRM records, 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
Video is created in channel in YouTube- Video is created in YouTube
- Video is created by search in YouTube
- Video is added in playlist in YouTube
- Comment is added to video in YouTube
- Comment is added in channel in YouTube
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
- Upload video in YouTube
- Update video details in YouTube
- Reply to comment in YouTube
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + YouTube Integration
Upload videos for new leads, sync contact details, update 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 + YouTube flow
Keep your team updated, log details in spreadsheets, and trigger email sequences after your CRM and video workflows finish. Pick a combination and activate it in one click.
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Mailchimp (8)
Mailchimp (8) +
Google Sheets (8)
Google Sheets (8) +
Slack (8)
Slack (8) +
HubSpot (8)
HubSpot (8) +
Zoom (8)
Zoom (8) +
Google Drive (8)
Google Drive (8) M
M
Y
Add every new Microsoft Dynamics 365 CRM lead to Mailchimp, and upload a video in YouTube
New Microsoft Dynamics 365 CRM leads land in Mailchimp as subscribers and trigger a YouTube video upload instantly, eliminating manual subscriber entry.
Y
M
M
Create a Mailchimp subscriber for every new YouTube video comment, and update the lead in Microsoft Dynamics 365 CRM
YouTube video commenters are added to Mailchimp and update Microsoft Dynamics 365 CRM automatically, capturing engagement without manual data entry.
M
M
Y
When a Microsoft Dynamics 365 CRM contact is updated, update the subscriber in Mailchimp and upload a video in YouTube
Contact updates in Microsoft Dynamics 365 CRM flow into Mailchimp and trigger YouTube uploads, keeping all outreach channels aligned.
Y
M
M
Create a Mailchimp campaign subscriber from new YouTube channel videos, and create a lead in Microsoft Dynamics 365 CRM
New YouTube channel videos trigger Mailchimp subscriber updates and create Microsoft Dynamics 365 CRM leads automatically.
M
M
Y
If a Microsoft Dynamics 365 CRM lead is updated, update the Mailchimp subscriber and reply to comments in YouTube
Updated Microsoft Dynamics 365 CRM leads sync with Mailchimp while managing YouTube video engagement automatically.
M
M
Y
When a Microsoft Dynamics 365 CRM account is updated, update the Mailchimp subscriber and update video details in YouTube
Account changes in Microsoft Dynamics 365 CRM update Mailchimp lists and refresh YouTube video information instantly.
Y
M
M
Use Claude to summarise new YouTube video comments, add the subscriber in Mailchimp, and update the lead in Microsoft Dynamics 365 CRM
Claude analyses YouTube comments before creating Mailchimp subscribers and updating Microsoft Dynamics 365 CRM records.
M
M
Y
A
Turn every new Microsoft Dynamics 365 CRM lead into a Mailchimp subscriber, upload a video in YouTube, and create a task in Asana
New Microsoft Dynamics 365 CRM leads trigger Mailchimp subscriptions, YouTube uploads, and Asana follow-up tasks.
Supported triggers and actions for Microsoft Dynamics 365 CRM and YouTube
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 → YouTube Triggers & Actions
Video is created in channel in YouTube
Triggers the automation when a video is uploaded to the particular channel
Try it → Video is created by search in YouTube
Triggers the automation when a video is created based on a search
Try it → Video is added in playlist in YouTube
Triggers the automation when a video is added to a playlist
Try it → Comment is added to video in YouTube
Triggers the automation when a comment is added to a video
Try it → Comment is added in channel in YouTube
Triggers the automation when a comment is added in a channel
Try it → What can you automate with Microsoft Dynamics 365 CRM + YouTube?
Streamline your sales and video workflows by automating repetitive tasks between Microsoft Dynamics 365 CRM and YouTube.
⚡
Trigger video uploads from new leads
Automatically upload a video in YouTube whenever a new lead is created in Microsoft Dynamics 365 CRM, eliminating manual publishing steps and keeping your content workflow fast.
📋
Capture every submitted lead field
Map all available lead details from Microsoft Dynamics 365 CRM into your video metadata and connected apps instead of only basic names and emails.
🔔
Notify your team the moment comments arrive
Send instant alerts to your team whenever a comment is added to video in YouTube, ensuring quick response times for viewer inquiries.
🔀
Route records based on submitted values
Perform different actions depending on specific field values submitted in Microsoft Dynamics 365 CRM or YouTube, routing high-value leads accordingly.
🔄
Keep records updated as details change
Synchronize updates when a contact or account is updated in Microsoft Dynamics 365 CRM, ensuring your media platforms reflect current client information.
🔍
Prevent duplicate records across systems
Search existing databases before creating new entries, ensuring leads and contacts are updated cleanly rather than duplicated.
📈
Handle later status changes and updates
Manage ongoing pipeline shifts by updating opportunities and cases in Microsoft Dynamics 365 CRM whenever related video engagement occurs.
🔗
Extend workflows to popular supporting apps
Connect your core pair with tools like Mailchimp or Google Sheets to automatically log data, send emails, and update spreadsheets.
And much more...
Who is Microsoft Dynamics 365 CRM + YouTube integration for?
Sales teams, video creators, and support managers connect Microsoft Dynamics 365 CRM and YouTube to eliminate manual data entry, streamline pipeline tracking, and keep workflows moving smoothly.
Performance marketers
Customer support teams
Account managers
Sales operations teams
Project coordinators
Business analysts
📈
Performance marketers
You're running video campaigns across multiple channels but your tracking reports only update when someone manually exports lead counts, so the metrics you're optimising against are always a few hours behind — with this integration, every new lead triggers automated workflows instantly and your data stays current.
🚨
Customer support teams
You need to act fast when viewer inquiries arrive in your video comments, but you find out too late because nobody is constantly watching the channel — with this integration, every comment triggers immediate team alerts and updates your CRM records automatically.
📊
Account managers
You answer to clients who want to see real-time progress on video projects and lead generation, but manual status updates take hours — with this integration, every CRM update and video upload syncs across your platforms immediately to keep stakeholders fully informed.
⚡
Sales operations teams
The volume of inbound leads and video interactions is too high for anyone to keep up with by hand, leading to missed follow-ups — with this integration, every lead creation and video event is processed instantly without manual data entry bottlenecks.
🤝
Project coordinators
You own the next step in the client onboarding process and depend on someone upstream to hand over the lead details from Microsoft Dynamics 365 CRM — with this integration, automated handoffs ensure tasks open the moment a lead is created.
📁
Business analysts
You need a reliable history of customer interactions and video performance, but manual logging keeps leaving gaps in your reports — with this integration, every record and comment logs automatically to provide complete historical accuracy.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + YouTube
Build and manage your Microsoft Dynamics 365 CRM + YouTube automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + YouTube 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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Connect Microsoft Dynamics 365 CRM + YouTube Now 
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to YouTube?
You can connect Microsoft Dynamics 365 CRM to YouTube in 1-click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build custom workflows linking your CRM and video channels with apps like Slack, Google Sheets, and Mailchimp.
Can I automatically upload a video in YouTube when a lead is created in Microsoft Dynamics 365 CRM?
Can I connect Microsoft Dynamics 365 CRM, YouTube, and Google Sheets?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and YouTube?
How does Microsoft Dynamics 365 CRM handle lead and contact data in automations?
How does YouTube handle video uploads and comments in workflows?
Can I automate Microsoft Dynamics 365 CRM and YouTube without coding?
Is the Microsoft Dynamics 365 CRM and YouTube integration free?
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