Benchmark Email + Microsoft Dynamics 365 CRM Integration

Integrate Benchmark Email to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync new contacts, update CRM records, alert your team, and track leads automatically.

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1.
  • Benchmark Email
    List is created in Benchmark Email
  • Benchmark Email
    Contact is created in Benchmark Email Instant
  • Benchmark Email
    Contact is updated in Benchmark Email Instant
  • Benchmark Email
    Contact email is changed in Benchmark Email Instant
  • Benchmark Email
    Contact is unsubscribed in Benchmark Email Instant
  • 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
Arrow Right
2.
  • Benchmark Email
    Create contact in Benchmark Email
  • Benchmark Email
    Search contact in Benchmark Email
  • Benchmark Email
    Update contact in Benchmark Email
  • Benchmark Email
    Create list in Benchmark Email
  • 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 Benchmark Email + Microsoft Dynamics 365 CRM Integration

Capture contacts, update CRM records, log interactions, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Benchmark Email Integration

Create Benchmark Email 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 Benchmark Email 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 Benchmark Email.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Benchmark Email + Microsoft Dynamics 365 CRM flow

Send follow-up emails, update spreadsheets, schedule meetings, and notify your team after your core sync finishes. Pick a combination and activate it in one click.

Benchmark Email
Microsoft Dynamics 365 CRM
+
Microsoft OutlookMicrosoft Outlook (3)
+
Microsoft ExcelMicrosoft Excel (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
SlackSlack (3)
B
M
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Add every new Benchmark Email contact to Microsoft Dynamics 365 CRM, and notify your team in Outlook.
New Benchmark Email contacts create a lead in Microsoft Dynamics 365 CRM instantly while Outlook alerts your team, eliminating manual copy-pasting.
B
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When a Microsoft Dynamics 365 CRM contact is updated, update the contact in Benchmark Email and email your manager via Outlook.
Updated CRM records reflect immediately in Benchmark Email while Outlook keeps leadership informed.
B
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When a Benchmark Email contact unsubscribes, update the contact in Microsoft Dynamics 365 CRM and notify support in Outlook.
Unsubscribe events update your CRM records instantly and notify your support team via Outlook.

Supported triggers and actions for Benchmark Email and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Benchmark Email
Benchmark Email Triggers & Actions
List is created in Benchmark Email
Triggers the automation when a new list is created
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Instant
Contact is created in Benchmark Email
Triggers the automation when a new contact is created
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Instant
Contact is updated in Benchmark Email
Triggers the automation when a contact is updated
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Instant
Contact email is changed in Benchmark Email
Triggers the automation when a contact's email is changed
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Instant
Contact is unsubscribed in Benchmark Email
Triggers the automation when a contact unsubscribes from a mailing list
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Create contact in Benchmark Email
Adds a new contact to the database
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Search contact in Benchmark Email
Finds and retrieves contact information
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Update contact in Benchmark Email
Updates contact information with new details
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Create list in Benchmark Email
Generates a new list
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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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What can you automate with Benchmark Email + Microsoft Dynamics 365 CRM?

Connect Benchmark Email and Microsoft Dynamics 365 CRM to synchronize contacts, manage leads, and streamline your entire marketing and sales workflow.

What you can automate?
🔄
Sync new contacts between apps automatically
Every new contact created in Benchmark Email can instantly generate a corresponding lead or contact in Microsoft Dynamics 365 CRM, eliminating manual copy-pasting between your email marketing tool and CRM.
📋
Capture every submitted contact detail
Map complete contact profiles including names, email addresses, and subscription details directly into Microsoft Dynamics 365 CRM instead of transferring basic information by hand.
🔔
Alert your team the moment a contact arrives
Trigger instant notifications in messaging tools or email inboxes whenever a new contact registers in Benchmark Email or a lead is created in Microsoft Dynamics 365 CRM.
🔀
Route contacts based on specific criteria
Direct contacts to different CRM pipelines or update specific record fields based on the subscription list or tier they select in Benchmark Email.
🔄
Keep CRM records updated as contacts change
Automatically update existing Microsoft Dynamics 365 CRM records whenever a contact updates their email address or modifies their details in Benchmark Email.
🔍
Search and update instead of creating duplicates
Search for existing contacts in Microsoft Dynamics 365 CRM before creating new records, ensuring your database remains clean and free of duplicate entries.
Handle unsubscribe events across platforms
Automatically update contact statuses in Microsoft Dynamics 365 CRM whenever a user unsubscribes from your mailing lists in Benchmark Email.
Extend your workflow to Slack
Trigger automated Slack alerts whenever contacts sync between Benchmark Email and Microsoft Dynamics 365 CRM, keeping your entire team informed of lead generation.
And much more...

Who is Benchmark Email + Microsoft Dynamics 365 CRM integration for?

Marketing and sales teams connecting Benchmark Email to Microsoft Dynamics 365 CRM eliminate manual data entry, keeping their contact records synchronized and actionable.

Marketing Analysts
Marketing Analysts
Sales Development Reps
Sales Development Reps
Agency Account Managers
Agency Account Managers
Operations Directors
Operations Directors
Inbound Sales Specialists
Inbound Sales Specialists
CRM Database Administrators
CRM Database Administrators
📈
Marketing Analysts
You pull contact reports from Benchmark Email to evaluate campaign reach, but your CRM records only update when someone manually exports lists, so the metrics you review are always outdated — with this integration, every new contact syncs instantly and your reports stay accurate.
Sales Development Reps
You need to follow up with new email subscribers while they are active, but leads sit unassigned until someone transfers them by hand, so you find out about prospects too late — automating both apps means every contact creates a CRM lead immediately so you can engage right away.
🤝
Agency Account Managers
You report on campaign growth to client stakeholders who demand up-to-date metrics, but manual data transfers lead to constant discrepancies in your numbers — this integration means every contact and list update flows directly into your CRM without errors.
📊
Operations Directors
Your high-volume email campaigns generate thousands of new subscribers daily that your team cannot keep up with manually, causing severe backlogs in lead processing — connecting these apps means automated record creation handles the volume effortlessly.
🎯
Inbound Sales Specialists
You depend on marketing teams to hand over new contacts before you can start your outreach process, resulting in missed connection windows — this integration means every new contact triggers immediate CRM lead creation for your pipeline.
🗂️
CRM Database Administrators
You need a complete audit history of all subscriber interactions, but manual entry leaves major gaps in your contact records over time — automating both apps means every subscription change and contact update logs reliably.
Our team

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Why choose Integrately to automate Benchmark Email + Microsoft Dynamics 365 CRM

Build and manage your Benchmark Email + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Benchmark Email + Microsoft Dynamics 365 CRM 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 Benchmark Email to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Benchmark Email to Microsoft Dynamics 365 CRM instantly using 1-click workflows on Integrately. Link your accounts, choose a ready template or ask Integrately AI to build your automation, and connect with apps like Slack, Outlook, or Zoom.
Can I automatically sync new Benchmark Email contacts to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Benchmark Email, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Benchmark Email and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Benchmark Email handle contact updates in this integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM data trigger updates in Benchmark Email?
Frequently Asked Questions
Do I need coding skills to automate Benchmark Email and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Benchmark Email and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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