Microsoft Dynamics 365 CRM + Autopilot Integration

Integrate Autopilot to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Create leads, update contacts, log sales orders, and trigger automated follow-ups instantly.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated 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
  • Autopilot
    Contact is added in Autopilot Instant
  • Autopilot
    Contact is added to list in Autopilot Instant
  • Autopilot
    Contact is removed from list in Autopilot Instant
  • Autopilot
    Contact is unsubscribed in Autopilot Instant
Arrow Right
2.
  • 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
  • Autopilot
    Create contact in Autopilot
  • Autopilot
    Add contact to list in Autopilot
  • Autopilot
    Delete contact in Autopilot
  • Autopilot
    Unsubscribe contact in Autopilot
  • Autopilot
    Create list in Autopilot

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

Capture contacts, create leads, update customer accounts, log sales orders, and sync records across platforms, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Autopilot Integration

Create Autopilot contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use Autopilot to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in Autopilot.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Autopilot + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Autopilot contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and Autopilot contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Autopilot + Microsoft Dynamics 365 CRM flow

Streamline your marketing and sales pipelines by routing contact data into your broader business stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Autopilot
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
A
M
S
Add every new Autopilot contact to Microsoft Dynamics 365 CRM, and create a lead in Salesforce.
New Autopilot contacts immediately appear in Microsoft Dynamics 365 CRM and Salesforce, so your sales and marketing teams always share the same records.
M
A
S
When a Microsoft Dynamics 365 CRM contact is updated, update the record in Autopilot and sync it in Salesforce.
Updated Microsoft Dynamics 365 CRM contact details automatically refresh in Autopilot and Salesforce, keeping your customer profiles accurate everywhere.
A
M
S
Use Claude to evaluate new Autopilot contacts. If qualified, create a lead in Microsoft Dynamics 365 CRM and add it to Salesforce.
Claude reviews incoming Autopilot contacts for fit, creating records in Microsoft Dynamics 365 CRM and Salesforce only for qualified prospects.
M
A
S
When a sales order is created in Microsoft Dynamics 365 CRM, add the contact to Autopilot and log an opportunity in Salesforce.
New Microsoft Dynamics 365 CRM sales orders instantly trigger subscriber updates in Autopilot and log new opportunities in Salesforce.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Autopilot

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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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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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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Autopilot
Autopilot Triggers & Actions
Instant
Contact is added in Autopilot
Triggers the automation when a new contact is added
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Instant
Contact is added to list in Autopilot
Triggers the automation when a contact is added to a list
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Instant
Contact is removed from list in Autopilot
Triggers the automation when a contact is removed from a list
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Instant
Contact is unsubscribed in Autopilot
Triggers the automation when a contact unsubscribes from a mailing list
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Create contact in Autopilot
Adds a new contact to the database
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Add contact to list in Autopilot
Adds a contact to a designated list for easy management
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Delete contact in Autopilot
Removes a contact from the address book
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Unsubscribe contact in Autopilot
Removes contact from mailing list
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Create list in Autopilot
Generates a new list
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What can you automate with Autopilot + Microsoft Dynamics 365 CRM?

Streamline your entire customer lifecycle by connecting Autopilot marketing automation with Microsoft Dynamics 365 CRM sales pipelines.

What you can automate?
🔄
Sync new contacts into sales leads instantly
Automatically create a lead in Microsoft Dynamics 365 CRM the moment a contact is added in Autopilot. Eliminate manual data entry and ensure your sales team responds to new prospects right away.
📋
Capture every custom submitted field
Map all available Autopilot contact properties and form answers straight into Microsoft Dynamics 365 CRM fields instead of just basic names. Your CRM records become a comprehensive source for sales outreach.
🔔
Alert the right team member immediately
Trigger instant Slack notifications or team messages whenever a high-value sales order is created in Microsoft Dynamics 365 CRM or a key contact is added in Autopilot.
🔀
Route records based on submitted criteria
Evaluate incoming Autopilot contacts and apply conditional logic to create specific lead tiers or assign territories in Microsoft Dynamics 365 CRM automatically.
🔄
Keep customer data up to date across systems
Ensure contact updates made in Microsoft Dynamics 365 CRM automatically refresh subscriber lists and profiles in Autopilot without manual exports.
👥
Prevent duplicate records and clean data
Search existing database entries before creating new records, ensuring your Autopilot contacts and Microsoft Dynamics 365 CRM accounts remain deduplicated and accurate.
💳
Handle later status changes and orders
Manage subscription cancellations, sales order creations, and support case updates by automatically triggering list unsubscriptions or status changes in Autopilot.
🔌
Extend your workflow to Slack or Salesforce
Connect Autopilot and Microsoft Dynamics 365 CRM with a third app like Slack or Salesforce to build multi-step pipelines that notify teams and update multiple databases at once.
And much more...

Who is Autopilot + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals connecting Autopilot and Microsoft Dynamics 365 CRM eliminate manual data entry, accelerate lead routing, and maintain perfectly synchronized customer records across systems.

Marketing directors
Marketing directors
Sales development reps
Sales development reps
Account executives
Account executives
Operations managers
Operations managers
Demand generation specialists
Demand generation specialists
CRM administrators
CRM administrators
📈
Marketing directors
You're running multi-channel campaigns in Autopilot but your CRM lead counts only update when someone manually exports lists, so the pipeline metrics you're reporting on are always outdated — this integration means every new subscriber creates a lead instantly and your reporting stays accurate.
Sales development reps
You need to reach out to inbound prospects immediately, but waiting for marketing handoffs means leads go cold before you find them — automating both apps means every Autopilot contact becomes a Microsoft Dynamics 365 CRM lead the second they sign up.
🤝
Account executives
You answer to sales managers who want to review deal progression and activity history, but finding gaps in your pipeline records takes hours — connecting these apps means every contact and order syncs automatically without manual tracking.
📊
Operations managers
The volume of incoming campaign leads is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue — automating both apps means thousands of contacts sync flawlessly without manual data entry errors.
🎯
Demand generation specialists
You own the top of the funnel and depend on sales teams to update contact statuses, but feedback loops are always broken — with this integration, contact updates flow back and forth instantly to maintain complete visibility.
🔍
CRM administrators
You need a reliable customer history and keep finding duplicate records and missing fields between your marketing and sales tools — automating both apps means your database stays clean and perfectly synchronized at all times.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Autopilot

Build and manage your Microsoft Dynamics 365 CRM + Autopilot 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 + Autopilot 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.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Autopilot to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Autopilot to Microsoft Dynamics 365 CRM instantly using 1-click workflows on Integrately. Choose from pre-built templates or ask Integrately AI to build custom automations connecting your marketing tools and CRMs effortlessly.
Can I automatically create a Microsoft Dynamics 365 CRM lead when an Autopilot contact is added?
Frequently Asked Questions
Can I connect Autopilot, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Autopilot and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Autopilot handle contact data during the integration?
Frequently Asked Questions
How are Microsoft Dynamics 365 CRM sales orders and leads managed?
Frequently Asked Questions
Do I need coding skills to automate Autopilot and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Autopilot and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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