Microsoft Dynamics 365 CRM + Drip Integration

Integrate Drip to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture leads, create CRM contacts, update accounts, and trigger follow-ups automatically.

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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
  • Drip
    Subscriber record is created in Drip Instant
  • Drip
    Tag is applied to subscriber in Drip Instant
  • Drip
    Subscriber custom field is updated in Drip Instant
  • Drip
    Subscriber is unsubscribed from campaign in Drip Instant
  • Drip
    Tag is removed from subscriber in Drip Instant
  • Drip
    Subscriber is removed from campaign in Drip Instant
  • Drip
    Subscriber is added to campaign in Drip Instant
  • Drip
    Subscriber is unsubscribed from all mailings in Drip Instant
  • Drip
    Subscriber has visited page in Drip Instant
  • Drip
    Email is opened in Drip Instant
  • Drip
    Email is bounced in Drip Instant
  • Drip
    Email is clicked in Drip Instant
  • Drip
    Campaign is completed in Drip Instant
  • Drip
    Custom event is performed in Drip Instant
  • Drip
    Spam complaint is issued by subscriber in Drip Instant
  • Drip
    Trigger link is clicked in Drip Instant
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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
  • Drip
    Create or Update Subscriber in Drip
  • Drip
    Add tag to subscriber in Drip
  • Drip
    Remove tag from a subscriber in Drip
  • Drip
    Search subscriber in Drip
  • Drip
    Subscribe to campaign in Drip
  • Drip
    Create event in Drip
  • Drip
    Remove subscriber from campaign in Drip

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

Capture subscriber leads, create CRM contacts, update accounts, alert your team, and send follow-ups, all in just one click.

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

Create Drip 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 Drip 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 Drip.

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

Create Microsoft Dynamics 365 CRM contact for new Drip 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 Drip 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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Connect more apps to your Drip + Microsoft Dynamics 365 CRM flow

Capture leads in Drip, sync them to Microsoft Dynamics 365 CRM, and coordinate tasks, alerts, or updates across your wider tech stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Drip
+
SalesforceSalesforce (6)
+
CalendlyCalendly (5)
+
HubSpotHubSpot (5)
+
TypeformTypeform (5)
+
ZoomZoom (5)
+
SlackSlack (5)
D
M
S
Create a Microsoft Dynamics 365 CRM lead from every new Drip subscriber, and log the contact in Salesforce.
New Drip subscribers appear in Microsoft Dynamics 365 CRM and Salesforce instantly, eliminating manual record creation across systems.
M
D
S
When a Microsoft Dynamics 365 CRM lead is updated, update the subscriber custom field in Drip and sync the record in Salesforce.
Keep Drip and Salesforce fully updated whenever lead information changes in Microsoft Dynamics 365 CRM.
D
M
S
If a Drip subscriber has a tag applied, update the Microsoft Dynamics 365 CRM lead and log the activity in Salesforce.
Segmented Drip tags automatically update your Microsoft Dynamics 365 CRM lead status and log notes in Salesforce.
D
M
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Use Claude to evaluate new Drip subscriber intent before creating a lead in Microsoft Dynamics 365 CRM and updating Salesforce.
Claude scores incoming Drip subscribers so qualified leads are automatically created in Microsoft Dynamics 365 CRM and logged in Salesforce.
M
D
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When a Microsoft Dynamics 365 CRM opportunity is updated, update the subscriber custom field in Drip and notify Salesforce.
Sales pipeline shifts in Microsoft Dynamics 365 CRM automatically update Drip fields and log activity in Salesforce.
D
M
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When a Drip subscriber completes a campaign, update the Microsoft Dynamics 365 CRM contact and record it in Salesforce.
Completed marketing campaigns in Drip automatically update contact stages in Microsoft Dynamics 365 CRM and Salesforce.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Drip

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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Drip
Drip Triggers & Actions
Instant
Subscriber record is created in Drip
Triggers the automation when a subscriber record is created
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Instant
Tag is applied to subscriber in Drip
Triggers the automation when a tag is added
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Instant
Subscriber custom field is updated in Drip
Triggers the automation when a subscriber's custom field is updated
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Instant
Subscriber is unsubscribed from campaign in Drip
Triggers the automation when a subscriber opts out from a particular campaign
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Instant
Tag is removed from subscriber in Drip
Triggers the automation when a tag is added
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Instant
Subscriber is removed from campaign in Drip
Triggers the automation when a subscriber is removed from a campaign
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Instant
Subscriber is added to campaign in Drip
Triggers the automation when a subscriber is added to a campaign
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Instant
Subscriber is unsubscribed from all mailings in Drip
Triggers the automation when a subscriber opts out from all mailings
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Instant
Subscriber has visited page in Drip
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Instant
Email is opened in Drip
Triggers the automation when an email is opened
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Instant
Email is bounced in Drip
Triggers the automation when an email bounces back
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Instant
Email is clicked in Drip
Triggers the automation when an email link is clicked by the recipient
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Instant
Campaign is completed in Drip
Triggers the automation when a campaign is completed
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Instant
Custom event is performed in Drip
Triggers the automation when a custom event is performed
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Instant
Spam complaint is issued by subscriber in Drip
Triggers the automation when a spam complaint is issued by a subscriber
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Instant
Trigger link is clicked in Drip
Triggers the automation when a link is clicked
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Create or Update Subscriber in Drip
Generates a new invoice
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Add tag to subscriber in Drip
Assigns a tag to a subscriber based on defined criteria
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Remove tag from a subscriber in Drip
Removes a tag from a subscriber
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Search subscriber in Drip
Look up and retrieve subscriber information
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Subscribe to campaign in Drip
Subscribes to a campaign
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Create event in Drip
Generates a new event
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Remove subscriber from campaign in Drip
Removes a subscriber from a email campaign
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What can you automate with Drip + Microsoft Dynamics 365 CRM?

Streamline your lead generation and customer management by connecting marketing campaigns directly to your enterprise CRM workflows.

What you can automate?
Create CRM leads from new subscribers
Automatically generate a new lead in Microsoft Dynamics 365 CRM the exact moment a subscriber record is created in Drip. Eliminate manual data entry and ensure zero prospects slip through the cracks.
📋
Capture every submitted custom field
Map all available Drip subscriber custom fields and tags directly into corresponding Microsoft Dynamics 365 CRM lead attributes. Your CRM database retains the complete context of every marketing interaction.
🔔
Alert your sales team instantly
Notify your sales channel on messaging platforms the second a high-value subscriber enters your pipeline. Ensure your team can initiate outreach while prospect interest is at its peak.
🔀
Route leads based on subscriber tags
Apply conditional logic to route leads differently depending on submitted tags or campaign activity. High-value subscribers trigger priority CRM tasks while standard leads follow automated nurturing paths.
🔄
Keep CRM data synchronized in real time
Automatically update Microsoft Dynamics 365 CRM leads and contacts whenever subscriber custom fields or campaign statuses change in Drip. Maintain perfect data consistency across all platforms.
🔍
Search and update instead of creating duplicates
Check whether a lead or contact already exists in Microsoft Dynamics 365 CRM before creating a new entry. Update existing records with fresh Drip data to keep your database clean and deduplicated.
📈
Handle later status changes and deal updates
Synchronize campaign completions, deal stages, and opportunity updates between Drip and Microsoft Dynamics 365 CRM. Adapt your marketing automation automatically as customer deal stages progress.
🌐
Extend your workflow to Slack or Salesforce
Connect Drip and Microsoft Dynamics 365 CRM to a third platform like Slack or Salesforce to build powerful multi-step operational pipelines. Coordinate cross-departmental tasks with zero manual effort.
And much more...

Who is Drip + Microsoft Dynamics 365 CRM integration for?

Connecting marketing automation with enterprise CRM empowers sales, marketing, and operations teams to eliminate manual data entry and act on subscriber activity without delays.

Revenue operations analysts
Revenue operations analysts
Sales managers
Sales managers
Client success directors
Client success directors
Marketing campaign managers
Marketing campaign managers
Account executives
Account executives
CRM administrators
CRM administrators
📈
Revenue operations analysts
You're pulling campaign metrics across marketing tools but your CRM tracking sheet only updates when someone manually exports subscriber lists, so the conversion counts you're reporting on are always a few hours behind — this integration means every new subscriber record lands in your CRM instantly and your pipeline data stays current.
Sales managers
You need your sales reps to reach out the moment a marketing prospect shows buying intent, but lead records are trapped in email marketing tools until someone remembers to copy them over, so hot prospects go cold before anyone calls — automating both apps means every lead triggers an instant CRM record so your team can follow up immediately.
🤝
Client success directors
You report weekly progress to executive stakeholders who want to see real-time engagement data across marketing and sales systems, but manual logging leaves gaps in the customer history, so your reports never match up — connecting these apps means every subscriber action and CRM update syncs automatically so your stakeholder reviews reflect true activity.
📊
Marketing campaign managers
You're running multi-channel automated campaigns generating hundreds of daily form submissions that overwhelm your manual data entry staff, so leads get missed and campaigns stall out — with this integration, high-volume subscriber records flow straight into your enterprise CRM without manual intervention so your marketing output scales smoothly.
🎯
Account executives
You own the sales demo stage and depend on marketing teams to hand over qualified prospect details before your calls, but manual handoffs often omit critical campaign engagement context, so you walk into meetings unprepared — automating these platforms means complete subscriber history travels directly into your CRM lead view for every scheduled call.
🔒
CRM administrators
You need a pristine, unblemished audit trail of customer interactions across every database, but manual data entry causes recurring duplicate records and missing custom field updates, so your database health degrades — this integration means every record creation and field update syncs cleanly across systems so your database history remains complete.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Drip

Build and manage your Microsoft Dynamics 365 CRM + Drip 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 + Drip 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 Drip to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Drip to Microsoft Dynamics 365 CRM using 1-click automation setup on Integrately. Choose from ready-made templates or use Integrately AI to connect your apps with Salesforce, Calendly, HubSpot, Typeform, Zoom, Slack, and 1,500+ other tools.
Can I automatically create Microsoft Dynamics 365 CRM leads from new Drip subscribers?
Frequently Asked Questions
Can I connect Drip, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Drip and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Drip handle subscriber custom fields during CRM syncing?
Frequently Asked Questions
How are contact updates handled in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I set up this integration without any coding knowledge?
Frequently Asked Questions
Is the Drip and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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