Microsoft Dynamics 365 CRM + Givebutter Integration

Integrate Givebutter to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each transaction handled. Capture donation details, create contacts and leads in your CRM, 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
  • Givebutter
    Contact is created in Givebutter
  • Givebutter
    Transaction is created in Givebutter
  • Givebutter
    Campaign is created in Givebutter
  • Givebutter
    Campaign is updated in Givebutter
  • Givebutter
    Ticket is created in Givebutter
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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
  • Givebutter
    Get pledge by id in Givebutter
  • Givebutter
    Get recurring plan by id in Givebutter
  • Givebutter
    Create contact in Givebutter
  • Givebutter
    Create campaign in Givebutter

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

Capture donations, create CRM contacts, update accounts, log transactions, and trigger follow-ups, all in just one click.

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

Create Microsoft Dynamics 365 CRM contact for new Givebutter ticket

If you're using Givebutter to manage your events, you'll want to make sure that your Microsoft Dynamics 365 CRM contact are updated with the latest information. When a ticket is added to an event in Givebutter, a new contact will be created in Microsoft Dynamics 365 CRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Microsoft Dynamics 365 CRM + Givebutter Integration

Create Givebutter 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 Givebutter 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 Givebutter.

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

Create Microsoft Dynamics 365 CRM contact for new Givebutter 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 Givebutter 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 Givebutter + Microsoft Dynamics 365 CRM flow

Send details to email marketing tools, alert teams in messaging apps, and log financial records the moment your core workflow finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Givebutter
+
MailchimpMailchimp (6)
+
EventbriteEventbrite (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
SlackSlack (5)
+
Microsoft OutlookMicrosoft Outlook (5)
+
StripeStripe (5)
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Add every new Givebutter transaction contact to Microsoft Dynamics 365 CRM, and subscribe them in Mailchimp.
Givebutter transactions create contacts in Microsoft Dynamics 365 CRM and add subscribers in Mailchimp simultaneously, removing manual export steps.
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When a Givebutter ticket is created, add the contact to Microsoft Dynamics 365 CRM and add a tag in Mailchimp.
Ticket buyers land in Microsoft Dynamics 365 CRM and Mailchimp instantly for automated event updates.
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When a Givebutter campaign is updated, sync the record to Microsoft Dynamics 365 CRM and update the campaign list in Mailchimp.
Keep campaign details current across Microsoft Dynamics 365 CRM and Mailchimp whenever Givebutter changes occur.
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If a Givebutter transaction exceeds a threshold, create a lead in Microsoft Dynamics 365 CRM and add a VIP tag in Mailchimp.
High-value Givebutter donors are flagged in Microsoft Dynamics 365 CRM and given VIP status in Mailchimp.
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Use Claude to summarise Givebutter donor notes, save the summary in Microsoft Dynamics 365 CRM, and send a welcome email in Mailchimp.
AI extracts key donor insights from Givebutter for Microsoft Dynamics 365 CRM while Mailchimp sends targeted onboarding.
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Turn every Givebutter contact into a Microsoft Dynamics 365 CRM lead, sync to Mailchimp, and create a welcome task in Asana.
A 4-app pipeline moves Givebutter contacts into Microsoft Dynamics 365 CRM, Mailchimp, and Asana automatically.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Givebutter

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
Try it →
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
Try it →
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
Try it →
Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it →
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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Givebutter
Givebutter Triggers & Actions
Contact is created in Givebutter
Triggers the automation when a new contact is created
Try it →
Transaction is created in Givebutter
Triggers the automation when a new transaction is created
Try it →
Campaign is created in Givebutter
Triggers the automation when a new campaign is created
Try it →
Campaign is updated in Givebutter
Triggers the automation when any campaign is updated
Try it →
Ticket is created in Givebutter
Triggers the automation when a new ticket is created
Try it →
Get pledge by id in Givebutter
Retrieves pledge information using its id
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Get recurring plan by id in Givebutter
Retrieves recurring plan information using its id
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Create contact in Givebutter
Adds a new contact to the database
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Create campaign in Givebutter
Generates and launch a new marketing campaign
Try it →

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

Streamline your fundraising operations by connecting donation forms, contact records, and CRM workflows into a single automated pipeline.

What you can automate?
💸
Sync every Givebutter transaction to Microsoft Dynamics 365 CRM
Create a new contact or lead in Microsoft Dynamics 365 CRM the moment a transaction or donation is created in Givebutter. Eliminate manual data entry and ensure your donor database is always up to date.
📋
Capture every submitted field and custom question
Map all available Givebutter transaction details and ticket custom fields directly into your Microsoft Dynamics 365 CRM records. Maintain complete context for every donor interaction.
🔔
Alert your team instantly on incoming gifts
Send immediate notifications to your fundraising or sales channel whenever a significant transaction or ticket is created in Givebutter. Keep your team aligned and ready to celebrate milestones.
🔀
Route records based on transaction amounts or tiers
Send high-value gifts to senior development reps in Microsoft Dynamics 365 CRM while routine donations follow standard processing paths. Ensure every contributor receives the right level of attention.
🔄
Keep CRM records updated as campaigns evolve
Automatically update Microsoft Dynamics 365 CRM contact details whenever a Givebutter campaign or supporter profile is modified. Prevent outdated information from stalling your outreach.
🔎
Search and update instead of creating duplicates
Check if a contact already exists in Microsoft Dynamics 365 CRM before creating a new record from a Givebutter transaction. Keep your database clean and free of redundant entries.
🎫
Manage ticket sales and event registrations smoothly
Convert every Givebutter ticket purchase into structured Microsoft Dynamics 365 CRM records. Track event attendance and participant history without manual spreadsheet updates.
🔗
Extend your workflow to apps like Mailchimp or Slack
Connect Givebutter and Microsoft Dynamics 365 CRM with tools like Mailchimp or Slack to send welcome emails, update mailing lists, and notify your team in a single multi-step flow.
And much more...

Who is Givebutter + Microsoft Dynamics 365 CRM integration for?

Non-profit leaders, fundraising managers, sales directors, and finance teams eliminate manual data entry and keep donor records perfectly synchronized.

Fundraising directors
Fundraising directors
Sales development reps
Sales development reps
Non-profit board liaisons
Non-profit board liaisons
Event coordinators
Event coordinators
CRM administrators
CRM administrators
Finance managers
Finance managers
📈
Fundraising directors
You're tracking donation campaigns in Givebutter but your CRM reports only update when someone manually exports transactions, so the revenue numbers you're reviewing are always a few hours behind — with this integration, every new transaction lands in Microsoft Dynamics 365 CRM instantly and your pipeline stays current.
Sales development reps
You need to follow up with major donors immediately after they give, but you find out about new Givebutter contributions too late to make an impact — automating both apps means every transaction creates a CRM lead right away and your outreach starts instantly.
📋
Non-profit board liaisons
You answer to an executive board that expects accurate fundraising metrics, but manual data transfers keep leaving gaps in your records — connecting these apps means every ticket and donation syncs automatically and your progress reports are always ready.
🌊
Event coordinators
The volume of ticket sales during peak fundraising season is too high for anyone to keep up by hand, leading to missed attendee records — with this integration, every ticket created in Givebutter generates a Microsoft Dynamics 365 CRM contact without manual effort.
🤝
CRM administrators
You own the database and depend on fundraisers to hand over clean contact details, but manual entry introduces errors and mismatched records — this integration means every Givebutter submission populates standardized Microsoft Dynamics 365 CRM fields automatically.
🔍
Finance managers
You need a reliable history of all incoming funds and keep finding discrepancies between your donation platform and your CRM records — connecting these apps means every transaction creates an accurate, matching record every single time.
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 + Givebutter

Build and manage your Microsoft Dynamics 365 CRM + Givebutter 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 + Givebutter 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 Givebutter to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Givebutter to Microsoft Dynamics 365 CRM in one click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM with apps like Mailchimp, Slack, and Stripe.
Can I automatically sync Givebutter transactions to Microsoft Dynamics 365 CRM contacts?
Frequently Asked Questions
Can I connect Givebutter, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Givebutter and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How are Givebutter donor details handled in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM accounts when Givebutter campaigns change?
Frequently Asked Questions
Do I need coding skills to automate Givebutter and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Givebutter and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Givebutter or Microsoft Dynamics 365 CRM With 1500+ Other Apps

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Connect Givebutter to email marketing, event management, and payment platforms to manage donors and fundraising campaigns.
Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Sync Microsoft Dynamics 365 CRM with accounting, customer support, and communication tools to keep business data connected.