Campaign Monitor + Microsoft Dynamics 365 CRM Integration

Integrate Campaign Monitor to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Enrich contact profiles, update your CRM records, alert your sales team, and trigger targeted follow-ups automatically.

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1.
  • Campaign Monitor
    Subscriber is added to list in Campaign Monitor
  • Campaign Monitor
    Subscriber is removed from list in Campaign Monitor
  • Campaign Monitor
    Email is clicked in Campaign Monitor
  • Campaign Monitor
    Email is openned in Campaign Monitor
  • Campaign Monitor
    Campaign is emailed to someone bounce in Campaign Monitor
  • 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.
  • Campaign Monitor
    Add Subscriber in Campaign Monitor
  • Campaign Monitor
    Update subscriber in Campaign Monitor
  • Campaign Monitor
    Search Subscriber in Campaign Monitor
  • Campaign Monitor
    Unsubscribe subscriber in Campaign Monitor
  • Campaign Monitor
    Send Smart Transactional Email in Campaign Monitor
  • 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 Campaign Monitor + Microsoft Dynamics 365 CRM Integration

Capture subscriber details, update your CRM contacts, keep accounts aligned, alert your team, and send targeted follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Campaign Monitor Integration

Create Campaign Monitor 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 Campaign Monitor 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 Campaign Monitor.

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

Sync your email subscriber data with messaging, meetings, and CRM pipelines to streamline follow-ups. Pick a combination and activate it in one click.

Campaign Monitor
Microsoft Dynamics 365 CRM
+
Microsoft OutlookMicrosoft Outlook (4)
+
LinkedIn AdsLinkedIn Ads (4)
+
HubspotHubspot (4)
+
ZoomZoom (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
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Add every new Campaign Monitor subscriber to Microsoft Dynamics 365 CRM, and send a welcome email in Microsoft Outlook
New Campaign Monitor subscribers are added to Microsoft Dynamics 365 CRM instantly and an introductory message goes out in Microsoft Outlook.
M
C
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When a Microsoft Dynamics 365 CRM contact is updated, update the subscriber in Campaign Monitor and notify your team in Microsoft Outlook
Updated Microsoft Dynamics 365 CRM contacts sync their details to Campaign Monitor while Microsoft Outlook alerts your team.
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When a Campaign Monitor subscriber bounces, update the contact in Microsoft Dynamics 365 CRM and log it in Microsoft Outlook
Bounced Campaign Monitor emails update contact statuses in Microsoft Dynamics 365 CRM and notify your support team via Microsoft Outlook.
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Use Claude to evaluate Campaign Monitor subscriber engagement, update Microsoft Dynamics 365 CRM, and brief your team in Microsoft Outlook
Claude scores Campaign Monitor subscriber activity, updates Microsoft Dynamics 365 CRM, and emails a summary via Microsoft Outlook.

Supported triggers and actions for Campaign Monitor and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Campaign Monitor
Campaign Monitor Triggers & Actions
Subscriber is added to list in Campaign Monitor
Triggers the automation when a subscriber is added to a list
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Subscriber is removed from list in Campaign Monitor
Triggers the automation when a subscriber is removed from a list
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Email is clicked in Campaign Monitor
Triggers the automation when an email link is clicked by the recipient
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Email is openned in Campaign Monitor
Triggers the automation when an email is opened
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Campaign is emailed to someone bounce in Campaign Monitor
Triggers the automation when a campaign email is bounced
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Add Subscriber in Campaign Monitor
Adds a new contact to your subscriber list
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Update subscriber in Campaign Monitor
Updates subscriber information
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Search Subscriber in Campaign Monitor
Looks up and retrieves subscriber information
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Unsubscribe subscriber in Campaign Monitor
Removes a subscriber from the mailing list
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Send Smart Transactional Email in Campaign Monitor
Sends a smart transactional email
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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 Campaign Monitor + Microsoft Dynamics 365 CRM?

Streamline your subscriber management and sales pipeline with automated workflows designed for every stage of customer interaction.

What you can automate?
🔄
Sync new subscribers to your CRM instantly
Add every new Campaign Monitor subscriber directly into Microsoft Dynamics 365 CRM as a contact the moment they join your list. Eliminate manual data entry and keep your sales team working with fresh prospect information.
📋
Capture every submitted subscriber field
Map all available Campaign Monitor subscriber answers into separate Microsoft Dynamics 365 CRM contact fields instead of only a basic name and email. Your CRM becomes a richer source for review and targeted outreach.
🔔
Alert your sales team in real-time
Notify your team on Slack or Microsoft Outlook immediately when high-value subscribers join your list or engage with campaigns. Ensure fast response times for your most promising leads.
🔀
Route records based on submitted attributes
Sort incoming subscribers into specific Microsoft Dynamics 365 CRM pipelines depending on the list or campaign tag they match. Direct high-tier prospects straight to enterprise account managers.
🔄
Keep contact records up to date continuously
Automatically update existing Microsoft Dynamics 365 CRM contact records whenever subscriber details change in Campaign Monitor. Prevent outdated contact information from lingering in your database.
🔍
Search and update instead of creating duplicates
Check for existing contact records in Microsoft Dynamics 365 CRM before adding new Campaign Monitor subscribers. Update current entries to maintain a clean and deduplicated database.
⚠️
Handle email bounces and status changes
Automatically update Microsoft Dynamics 365 CRM contact statuses whenever a Campaign Monitor email bounces or a subscriber unsubscribes. Keep your list hygiene pristine across both platforms.
🌐
Extend your workflow to additional apps
Connect Campaign Monitor and Microsoft Dynamics 365 CRM to Slack, Hubspot, or Zoom for multi-app pipelines. Trigger team notifications and task creation seamlessly from a single subscriber event.
And much more...

Who is Campaign Monitor + Microsoft Dynamics 365 CRM integration for?

Connect Campaign Monitor and Microsoft Dynamics 365 CRM to eliminate manual data entry, streamline lead management, and keep marketing and sales teams perfectly synchronized.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations leads
Operations leads
Customer success specialists
Customer success specialists
Data analysts
Data analysts
📈
Performance marketers
You're running email campaigns across multiple segments but your CRM contact lists only update when someone manually exports subscribers, so the engagement counts you're optimizing against are always a few hours behind — with this integration, every new subscriber lands in the CRM instantly and your data stays current.
Sales development reps
You need to reach out to high-intent newsletter readers right away, but finding out who clicked your email requires digging through marketing reports hours later — connecting these apps means every email click updates your CRM contact immediately so you can follow up while interest is high.
📊
Account managers
You answer to clients who want to see their subscriber growth reflected in CRM accounts, but manual data transfers lead to constant discrepancies in reporting — automating both apps means every subscriber addition and CRM contact syncs automatically without missing a single record.
⚙️
Operations leads
The volume of new newsletter subscribers is too high for anyone to keep up by hand, leading to neglected contact records and broken handoffs between marketing and sales — this integration means every subscriber creates a clean CRM contact record without any manual intervention.
🤝
Customer success specialists
You own the onboarding stage and depend on marketing campaigns to hand over accurate subscriber details, but incomplete forms leave you guessing who just joined — automating both apps means every subscriber profile populates your CRM with complete details ready for onboarding.
📋
Data analysts
You need a reliable history of subscriber engagement and CRM updates, but manual copying leaves frustrating gaps and mismatched records across platforms — connecting these apps means every event is logged accurately and your database remains completely audit-ready.
Our team

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Why choose Integrately to automate Campaign Monitor + Microsoft Dynamics 365 CRM

Build and manage your Campaign Monitor + 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 Campaign Monitor + 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.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Campaign Monitor to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Campaign Monitor to Microsoft Dynamics 365 CRM in one click using pre-built templates or by asking Integrately AI to configure your workflow. Link your accounts, select your preferred trigger events like subscriber additions, and automate data syncing with tools like Slack, Hubspot, and Microsoft Outlook.
Can I automatically sync new Campaign Monitor subscribers as contacts in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Campaign Monitor, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Campaign Monitor and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Campaign Monitor handle subscriber data transfers in this integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM receive updates from Campaign Monitor campaigns?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Campaign Monitor and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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