Microsoft Dynamics 365 CRM + Hootsuite Integration

Integrate Hootsuite to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Sync contacts and leads, schedule social updates, update your CRM records, and trigger team alerts 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
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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
  • Hootsuite
    Schedule message in Hootsuite

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + Hootsuite Integration

Schedule social posts for new leads, update CRM records, log campaign activities, and alert your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Hootsuite + Microsoft Dynamics 365 CRM flow

Connect leads to your email marketing, CRM pipeline, analytics, and team chat tools for complete campaign visibility. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Hootsuite
+
Microsoft OutlookMicrosoft Outlook (4)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
LinkedIn AdsLinkedIn Ads (3)
+
Google Analytics 4Google Analytics 4 (3)
+
SlackSlack (3)
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When a new lead is created in Microsoft Dynamics 365 CRM, schedule a message in Hootsuite, and send an email in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads trigger a scheduled Hootsuite message and send an email notification in Microsoft Outlook instantly.
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When a contact is created in Microsoft Dynamics 365 CRM, schedule a post in Hootsuite, and send a welcome email in Microsoft Outlook
New contacts created in Microsoft Dynamics 365 CRM automatically schedule social updates in Hootsuite and dispatch welcome emails via Microsoft Outlook.
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When an opportunity is created in Microsoft Dynamics 365 CRM, schedule a campaign post in Hootsuite, and update your draft in Microsoft Outlook
New sales opportunities in Microsoft Dynamics 365 CRM trigger social scheduling in Hootsuite and update your outreach draft in Microsoft Outlook.
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When a case is created in Microsoft Dynamics 365 CRM, schedule a support notice in Hootsuite, and email your team in Microsoft Outlook
Support cases in Microsoft Dynamics 365 CRM schedule informative posts in Hootsuite and alert support staff through Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Hootsuite

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
Try it →
Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it →
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
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
Try it →
Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it →
Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it →
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
Try it →
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
Try it →
Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
Try it →
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
Try it →
Get account by ID in Microsoft Dynamics 365 CRM
Try it →
Hootsuite
Hootsuite Triggers & Actions
No trigger is available
Schedule message in Hootsuite
Schedules a message
Try it →

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

Streamline your social media management and customer relationship workflows by connecting automated scheduling directly to your CRM data events.

What you can automate?
🗓️
Schedule social messages from CRM events
Trigger scheduled posts in Hootsuite automatically the moment a new lead, contact, or opportunity is created in Microsoft Dynamics 365 CRM. Eliminate manual copy-pasting between your CRM and social dashboard.
📋
Capture every submitted contact detail
Map complete lead and contact fields from your CRM straight into your social campaigns and tracking records. Ensure no valuable customer detail gets left behind during handoffs.
🔔
Notify the right team member immediately
Send instant alerts to your sales and marketing channels whenever CRM triggers fire a social schedule. Keep your entire team aligned on new campaign milestones.
🔀
Route workflows based on CRM fields
Apply conditional logic to schedule different social campaigns or alert specific teams depending on lead tier, account size, or opportunity stage.
🔄
Keep your campaign records up to date
Automatically update scheduled messages and CRM records whenever contact details or deal stages change. Maintain synchronization across both platforms.
🔍
Prevent duplicate records and posts
Search existing contacts and accounts before scheduling new actions, ensuring your workspace remains clean and free of redundant entries.
📊
Handle later status changes and updates
Trigger follow-up campaigns and update tracking logs when a case is resolved, a quote is updated, or an opportunity is won.
💬
Extend your workflow to team chat
Connect your core automation to Slack to broadcast campaign updates and keep stakeholders informed in real time.
And much more...

Who is Hootsuite + Microsoft Dynamics 365 CRM integration for?

Social media managers, sales teams, and marketing professionals looking to streamline campaign scheduling and CRM data management benefit from connecting these powerful platforms.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client account managers
Client account managers
Marketing operations leads
Marketing operations leads
Social media coordinators
Social media coordinators
CRM database administrators
CRM database administrators
📈
Performance marketers
You're running social campaigns and tracking leads in your CRM, but your reporting dashboards only update when someone manually exports data, so the conversion counts you're reviewing are always hours behind — with this integration, every new lead flows instantly into your tracking pipeline and your campaign metrics stay accurate.
Sales development reps
You need to act fast when prospects engage with your brand, but you find out about social responses too late because notifications are siloed in your dashboard — with this integration, every new lead creation triggers instant scheduling updates and team alerts so you never miss a warm prospect.
🤝
Client account managers
You answer to stakeholders who want to see active campaign progress and client engagement, but gathering stats across tools takes hours — with this integration, every CRM update automatically coordinates social schedules and keeps client records fully transparent.
🚀
Marketing operations leads
The volume of inbound leads and social mentions is too high for anyone to keep up by hand, leading to missed follow-ups and uncoordinated posts — with this integration, automated scheduling handles the repetitive outreach while your team focuses on high-value strategy.
📋
Social media coordinators
You own the execution step and depend on sales or CRM teams to hand over approved content and lead data, but handoffs are constantly delayed — with this integration, CRM triggers streamline the entire publishing handoff automatically.
🗂️
CRM database administrators
You need a reliable, unbroken history of customer interactions across social channels and sales records, but manual logging keeps leaving gaps — with this integration, every activity is captured seamlessly between your dashboard and CRM database.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Hootsuite

Build and manage your Microsoft Dynamics 365 CRM + Hootsuite 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 + Hootsuite 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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Frequently Asked Questions

How do I connect Hootsuite to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Hootsuite to Microsoft Dynamics 365 CRM in just one click using ready-made templates or by asking Integrately AI to build your custom workflow. Sync records instantly with tools like Slack and Mailchimp.
Can I schedule Hootsuite messages automatically when leads are created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Hootsuite, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Hootsuite and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Hootsuite handle scheduled messages in automations?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM trigger data updates?
Frequently Asked Questions
Do I need coding skills to automate Hootsuite and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Hootsuite and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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