Microsoft Dynamics 365 CRM + Beehiiv Integration

Integrate Beehiiv to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each subscriber handled. Sync reader data, create CRM contacts, alert your sales team, and trigger 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
    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
  • Beehiiv
    Survey form is submitted in Beehiiv Instant
  • Beehiiv
    Subscriber is unsubscribed in Beehiiv Instant
  • Beehiiv
    Subscription is confirmed in Beehiiv Instant
  • Beehiiv
    Post is sent in Beehiiv Instant
  • Beehiiv
    Subscriber is created in Beehiiv 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
  • Beehiiv
    Update custom fields in Beehiiv
  • Beehiiv
    Add subscriber to automation in Beehiiv
  • Beehiiv
    Unsubscribe subscriber in Beehiiv
  • Beehiiv
    Search subscriber in Beehiiv
  • Beehiiv
    Create subscriber in Beehiiv

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

Capture subscribers, create contacts, keep records updated, alert your team, and send follow-ups, all in just one click.

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

Create Beehiiv subscriber 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 Beehiiv 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 subscriber will automatically be created in Beehiiv.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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Connect more apps to your Beehiiv + Microsoft Dynamics 365 CRM flow

Keep your sales team notified, schedule discovery calls, and sync newsletter data across your favorite marketing and support tools. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Beehiiv
+
Microsoft OutlookMicrosoft Outlook (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
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Add every new Beehiiv subscriber to Microsoft Dynamics 365 CRM, and send a welcome email in Microsoft Outlook
New Beehiiv subscribers appear in Microsoft Dynamics 365 CRM as contacts instantly while Microsoft Outlook sends a personalized welcome email, eliminating manual entry.
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B
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When a Microsoft Dynamics 365 CRM contact is updated, update custom fields in Beehiiv and send a briefing email in Microsoft Outlook
Updated Microsoft Dynamics 365 CRM contacts sync their details back to Beehiiv while Microsoft Outlook alerts your team, keeping all subscriber records aligned.
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When a survey form is submitted in Beehiiv, create a lead in Microsoft Dynamics 365 CRM and send a notification in Microsoft Outlook
Beehiiv survey responses immediately create Microsoft Dynamics 365 CRM leads and notify stakeholders in Microsoft Outlook, so qualified feedback is never missed.
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If a Beehiiv subscription is confirmed, create a contact in Microsoft Dynamics 365 CRM and send onboarding materials via Microsoft Outlook
Confirmed Beehiiv subscriptions automatically generate Microsoft Dynamics 365 CRM contacts and dispatch onboarding emails through Microsoft Outlook for seamless engagement.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Beehiiv

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
Try it →
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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Beehiiv
Beehiiv Triggers & Actions
Instant
Survey form is submitted in Beehiiv
Triggers the automation when a survey form is submitted
Try it →
Instant
Subscriber is unsubscribed in Beehiiv
Triggers the automation when a subscriber unsubscribes
Try it →
Instant
Subscription is confirmed in Beehiiv
Triggers the automation when a subscription is confirmed
Try it →
Instant
Post is sent in Beehiiv
Triggers the automation when a post is sent
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Instant
Subscriber is created in Beehiiv
Triggers the automation when a new subscriber is added
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Update custom fields in Beehiiv
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Add subscriber to automation in Beehiiv
Adds a subscriber to an automation
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Unsubscribe subscriber in Beehiiv
Unsubscribes your subscribers from marketing communications
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Search subscriber in Beehiiv
Searches for a subscriber
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Create subscriber in Beehiiv
Adds new users to the subscription list
Try it →

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

Streamline your subscriber management by syncing engagement data directly into your enterprise customer relationship system.

What you can automate?
Sync every new subscriber to your CRM
Automatically create a contact or lead in Microsoft Dynamics 365 CRM whenever a new user subscribes in Beehiiv, eliminating manual export work.
📋
Capture every submitted survey field
Map detailed survey form responses into your CRM records instead of just a basic email address, making feedback instantly actionable for sales.
🔔
Alert your team the moment leads arrive
Notify sales channels in Slack or via email immediately when high-intent subscribers join your newsletter or submit feedback.
🔀
Route records based on reader input
Create different lead tiers or assign specific account tags in your CRM depending on custom answers submitted in your newsletter forms.
🔄
Keep contact records updated across tools
Propagate contact modifications from your CRM back to custom fields in your publishing platform to maintain consistent data integrity.
🔍
Search and update instead of duplicating
Check existing database records before creating new entries, ensuring clean contact histories without duplicate entries cluttering your system.
🛑
Manage subscription status changes
Automatically update CRM records when a subscriber unsubscribes, keeping your active marketing lists compliant and accurate.
🌐
Extend workflows to supporting apps
Connect your core customer data to calendar scheduling, email marketing, or webinar platforms to build comprehensive multi-step pipelines.
And much more...

Who is Beehiiv + Microsoft Dynamics 365 CRM integration for?

Connecting newsletter engagement with enterprise customer relationship management eliminates manual data silos for marketing, sales, and operations teams.

Performance marketers
Performance marketers
Sales managers
Sales managers
Client account directors
Client account directors
Operations leads
Operations leads
Business development reps
Business development reps
Data analysts
Data analysts
📈
Performance marketers
You're running newsletter campaigns to drive acquisition but your CRM tracking only updates when someone manually exports subscriber data, so your campaign attribution reports are always outdated — with this integration, every new subscriber record lands in your CRM instantly and your metrics stay current.
🎯
Sales managers
You need to act fast on high-intent reader activity, but new newsletter signups sit in your publishing platform until someone remembers to copy them over, so hot leads go cold before outreach begins — automating both apps means every subscriber populates your sales pipeline the moment they join.
📊
Client account directors
You answer to executive stakeholders who want to see real-time audience growth reflected in account records, but manual data transfers lead to constant reporting gaps — connecting these apps means your CRM always reflects accurate reader counts and engagement milestones.
Operations leads
The volume of daily newsletter signups is too high for anyone to keep up by hand, resulting in severe data backlogs across your customer databases — this integration means every subscriber, lead, and contact syncs automatically without manual intervention.
🤝
Business development reps
You own the outreach step and depend on marketing campaigns to hand over prospect details, but delayed list sharing leaves you chasing stale contacts — automating both apps means prospect handoffs happen instantly upon subscription.
🗂️
Data analysts
You need a reliable customer history for attribution modeling, but manual exports keep introducing missing fields and duplicate entries into your reporting tables — with this integration, every reader interaction is logged cleanly in your CRM from day one.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Beehiiv

Build and manage your Microsoft Dynamics 365 CRM + Beehiiv 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 + Beehiiv 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?

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Frequently Asked Questions

How do I connect Beehiiv to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Beehiiv to Microsoft Dynamics 365 CRM in just one click using ready-made templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Slack, HubSpot, and Microsoft Outlook.
Can I automatically sync new Beehiiv subscribers into Microsoft Dynamics 365 CRM contacts?
Frequently Asked Questions
Can I connect Beehiiv, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Beehiiv and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Beehiiv subscriber data sync with Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM records when a subscriber is unsubscribed in Beehiiv?
Frequently Asked Questions
Do I need coding skills to automate Beehiiv and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Beehiiv and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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