Microsoft Dynamics 365 CRM + klaviyo Integration

Q: Can I automatically create Microsoft Dynamics 365 CRM leads from klaviyo events?

You can set up an automation where every event created in klaviyo instantly generates a new lead in Microsoft Dynamics 365 CRM. Activate a ready workflow in one click or customise the logic with Integrately AI.

Q: Can I connect klaviyo, Microsoft Dynamics 365 CRM, and Slack?

You can connect klaviyo, Microsoft Dynamics 365 CRM, and Slack in a single multi-step workflow. Trigger an action in your CRM, update your email platform, and alert your team in Slack, along with Google Sheets and 1,500+ other apps.

Q: What is a good Zapier alternative for klaviyo and Microsoft Dynamics 365 CRM?

Integrately is a top-rated alternative for connecting klaviyo and Microsoft Dynamics 365 CRM, offering 20 million+ templates, 24/5 live chat support, and 3x to 10x lower cost.

Q: How do klaviyo profiles sync with my CRM records?

You can create or update profiles in klaviyo whenever records change in Microsoft Dynamics 365 CRM using automated 1-click workflows. There's a ready template — start from the klaviyo and Microsoft Dynamics 365 CRM integration.

Q: Can I update Microsoft Dynamics 365 CRM leads when subscriber lists change?

You can search and update leads in Microsoft Dynamics 365 CRM automatically when subscriber actions occur in klaviyo. Explore ready automation templates to set this up instantly.

Q: Do I need coding skills to automate klaviyo and Microsoft Dynamics 365 CRM?

You do not need any coding experience to connect klaviyo and Microsoft Dynamics 365 CRM. Simply use ready automation templates or let Integrately AI build your exact workflow.

Q: Is the klaviyo and Microsoft Dynamics 365 CRM integration free?

The klaviyo and Microsoft Dynamics 365 CRM integration is available on a free forever plan with access to ready-made automation templates and core features.

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

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Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Event is created in klaviyo

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM
Add profile in klaviyo
Subscribed profile immediately in klaviyo
Send subscription request in klaviyo
Create or update profile in klaviyo
Update subscriber in klaviyo
Add subscriber in klaviyo
Add profile to list in klaviyo
Search profile in klaviyo
Search list in klaviyo

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Ready Workflows for klaviyo + Microsoft Dynamics 365 CRM Integration

Capture profiles, create CRM leads, update contact details, alert your sales team, and trigger follow-ups, all in just one click.

Create klaviyo subscriber 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 klaviyo 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 subscriber will automatically be created in klaviyo.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your klaviyo + Microsoft Dynamics 365 CRM flow

Extend your automation stack by connecting marketing, support, messaging, and finance tools to your core workflows. Pick a combination and activate it in one click.

Shopify (4)

Zendesk (3)

Mailchimp (3)

Slack (3)

Google Sheets (3)

Stripe (3)

When a Shopify order is created, create or update profile in klaviyo and create a lead in Microsoft Dynamics 365 CRM

Shopify orders instantly update klaviyo profiles and create Microsoft Dynamics 365 CRM leads without manual data entry.

When a Shopify customer is created, add profile to list in klaviyo and update contact in Microsoft Dynamics 365 CRM

New Shopify customers join specific klaviyo lists while updating existing contact records in Microsoft Dynamics 365 CRM.

When a Shopify order is fulfilled, add subscriber in klaviyo and create account in Microsoft Dynamics 365 CRM

Fulfilled Shopify orders add subscribers in klaviyo and establish new company accounts in Microsoft Dynamics 365 CRM.

Use Claude to summarise Shopify order notes, update klaviyo profiles, and create Microsoft Dynamics 365 CRM opportunities

Claude analyses Shopify order instructions, updates klaviyo profiles, and logs opportunities in Microsoft Dynamics 365 CRM.

When a Zendesk ticket is created, add profile in klaviyo and create case in Microsoft Dynamics 365 CRM

Support tickets in Zendesk automatically register new klaviyo profiles and open support cases in Microsoft Dynamics 365 CRM.

When a Zendesk ticket is solved, update subscriber in klaviyo and update case in Microsoft Dynamics 365 CRM

Resolved Zendesk tickets update subscriber states in klaviyo and close out case records in Microsoft Dynamics 365 CRM.

Use ChatGPT to analyse Zendesk ticket sentiment, update klaviyo profiles, and create Microsoft Dynamics 365 CRM leads

ChatGPT analyses customer sentiment on Zendesk tickets before updating klaviyo profiles and creating Microsoft Dynamics 365 CRM leads.

When a Mailchimp subscriber is added, create or update profile in klaviyo and create contact in Microsoft Dynamics 365 CRM

Mailchimp subscribers are mirrored in klaviyo profiles and registered as new contacts in Microsoft Dynamics 365 CRM.

When a Mailchimp campaign is sent, search profile in klaviyo and update lead in Microsoft Dynamics 365 CRM

Mailchimp campaign dispatches trigger profile searches in klaviyo and update lead engagement in Microsoft Dynamics 365 CRM.

When a Mailchimp subscriber unsubscribes, send subscription request in klaviyo and update contact in Microsoft Dynamics 365 CRM

Mailchimp unsubscriptions trigger preference updates in klaviyo and sync contact status changes in Microsoft Dynamics 365 CRM.

When an event is created in klaviyo, create lead in Microsoft Dynamics 365 CRM and notify your team on Slack

New klaviyo events generate Microsoft Dynamics 365 CRM leads and alert your sales channel instantly on Slack.

When a contact is created in Microsoft Dynamics 365 CRM, add profile to list in klaviyo and alert your team in Slack

New Microsoft Dynamics 365 CRM contacts populate klaviyo lists and trigger instant team announcements in Slack.

Use Gemini to summarise klaviyo event data, create Microsoft Dynamics 365 CRM accounts, and notify your team in Slack

Gemini analyses klaviyo event metrics, creates Microsoft Dynamics 365 CRM accounts, and posts executive briefs in Slack.

When an event is created in klaviyo, log data in Google Sheets and create lead in Microsoft Dynamics 365 CRM

Klaviyo event streams populate Google Sheets rows and create corresponding leads in Microsoft Dynamics 365 CRM.

When a contact is created in Microsoft Dynamics 365 CRM, update Google Sheets rows and add profile in klaviyo

New Microsoft Dynamics 365 CRM contacts update tracking rows in Google Sheets and create subscriber profiles in klaviyo.

Use Perplexity to research klaviyo event leads, update Google Sheets, and create Microsoft Dynamics 365 CRM accounts

Perplexity enriches klaviyo event leads, logs findings in Google Sheets, and creates Microsoft Dynamics 365 CRM accounts.

When a Stripe charge is succeeded, add subscriber in klaviyo and create opportunity in Microsoft Dynamics 365 CRM

Successful Stripe payments add subscribers in klaviyo and create closed opportunities in Microsoft Dynamics 365 CRM.

When a Stripe invoice is payment failed, update subscriber in klaviyo and update case in Microsoft Dynamics 365 CRM

Failed Stripe invoices trigger klaviyo subscriber updates and open billing cases in Microsoft Dynamics 365 CRM.

Use Claude to evaluate Stripe customer churn risk, update klaviyo lists, and update Microsoft Dynamics 365 CRM accounts

Claude assesses Stripe churn indicators, adjusts klaviyo list membership, and updates Microsoft Dynamics 365 CRM accounts.

Supported triggers and actions for Microsoft Dynamics 365 CRM and klaviyo

Mix and match to build the exact automation you need

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

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

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klaviyo Triggers & Actions

Event is created in klaviyo

Triggers the automation when a new event is created

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

Streamline your customer data management by connecting klaviyo events directly to Microsoft Dynamics 365 CRM records.

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🔄

Sync klaviyo events to CRM leads automatically

Turn every event generated in klaviyo into a newly created lead in Microsoft Dynamics 365 CRM without lifting a finger. Eliminate manual data entry and ensure your sales pipeline reflects marketing activity instantly.

📋

Capture every submitted subscriber profile field

Map all available profile attributes from klaviyo straight into your Microsoft Dynamics 365 CRM contact records. Your CRM database retains complete context for every customer interaction.

⚡

Alert your team the moment a profile is added

Trigger instant notifications in Slack or email whenever a high-value profile joins your klaviyo lists or creates a new Microsoft Dynamics 365 CRM record. Your team responds faster to key prospects.

🔀

Route records based on submitted criteria

Evaluate incoming form submissions or lead attributes and direct them to specific Microsoft Dynamics 365 CRM accounts or klaviyo lists based on defined criteria. Ensure proper segmentation from the start.

🔄

Keep CRM contact details up to date continuously

Automatically update existing Microsoft Dynamics 365 CRM contacts whenever subscriber details change in klaviyo. Prevent outdated phone numbers and addresses from stalling your sales outreach.

🔍

Search and update instead of creating duplicates

Search existing database records before creating new entries to keep your CRM clean. Automatically update matching contacts or accounts rather than generating redundant duplicates.

📊

Handle later status changes and order updates

Reflect order creations, opportunity updates, and case closures across both platforms in real time. Maintain synchronized records throughout the entire customer lifecycle.

🔗

Extend your workflow with powerful supporting apps

Connect Google Sheets, Slack, Shopify, or Zendesk to your core klaviyo and Microsoft Dynamics 365 CRM setup. Build comprehensive multi-app pipelines tailored to your exact business needs.

And much more...

Who is klaviyo + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals who depend on accurate profile data and responsive CRM pipelines eliminate manual entry and keep customer records synchronised.

Performance marketers

Sales development reps

Account managers

Ecommerce operations leads

Business development executives

Data compliance officers

📈

Performance marketers

You're running multi-channel campaigns tracked in klaviyo but your CRM reports only update when someone manually exports lead records, so the metrics you're optimising against are always outdated — with this integration, every new profile lands in your CRM instantly and your campaign data stays current.

⚡

Sales development reps

You need to reach out to inbound prospects immediately, but event notifications sit in your email platform until someone checks them, causing valuable leads to go cold — automating both apps means every new event creates a CRM lead the moment it occurs so you can call prospects while interest is high.

🤝

Account managers

You present pipeline progress to stakeholders who expect real-time visibility, but manual data transfers between email lists and CRM accounts introduce reporting gaps — connecting these apps means your account records and contact histories update automatically without end-of-week scrambling.

📦

Ecommerce operations leads

The volume of customer signups and order events is too high for anyone to keep up by hand, leading to missing subscriber records and unassigned customer accounts — automating both apps means high-volume profile creation and lead generation run continuously in the background without backlogs.

🎯

Business development executives

You own the sales follow-up stage and depend on marketing teams to hand over lead details, but manual handoffs cause delays and missing context in your pipeline — this integration means every marketing event instantly populates your CRM queue with complete contact data.

📋

Data compliance officers

You need a reliable, uncompromised history of subscriber consents and account updates, but manual record-keeping leaves inconsistent audit trails across platforms — automating both apps means every profile change and subscription request is logged accurately across your entire stack.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + klaviyo

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

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + klaviyo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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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

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

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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Frequently Asked Questions

How do I connect klaviyo to Microsoft Dynamics 365 CRM?

You can connect klaviyo to Microsoft Dynamics 365 CRM in just one click using ready templates or ask Integrately AI to build your integration. It supports seamless data sync with Shopify, Zendesk, Slack, and 1,500+ other apps.

Can I automatically create Microsoft Dynamics 365 CRM leads from klaviyo events?

Can I connect klaviyo, Microsoft Dynamics 365 CRM, and Slack?

What is a good Zapier alternative for klaviyo and Microsoft Dynamics 365 CRM?

How do klaviyo profiles sync with my CRM records?

Can I update Microsoft Dynamics 365 CRM leads when subscriber lists change?

Do I need coding skills to automate klaviyo and Microsoft Dynamics 365 CRM?

Is the klaviyo and Microsoft Dynamics 365 CRM integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

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Microsoft Dynamics 365 CRM + klaviyo Integration

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

Trusted by experts at...

Ready Workflows for klaviyo + Microsoft Dynamics 365 CRM Integration

Capture profiles, create CRM leads, update contact details, alert your sales team, and trigger follow-ups, all in just one click.

Create klaviyo subscriber for new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your klaviyo + Microsoft Dynamics 365 CRM flow

Extend your automation stack by connecting marketing, support, messaging, and finance tools to your core workflows. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and klaviyo

Mix and match to build the exact automation you need

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

Streamline your customer data management by connecting klaviyo events directly to Microsoft Dynamics 365 CRM records.

Who is klaviyo + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals who depend on accurate profile data and responsive CRM pipelines eliminate manual entry and keep customer records synchronised.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + klaviyo

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + klaviyo Integration

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

Trusted by experts at...

Ready Workflows for klaviyo + Microsoft Dynamics 365 CRM Integration

Capture profiles, create CRM leads, update contact details, alert your sales team, and trigger follow-ups, all in just one click.

Create klaviyo subscriber for new Microsoft Dynamics 365 CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your klaviyo + Microsoft Dynamics 365 CRM flow

Extend your automation stack by connecting marketing, support, messaging, and finance tools to your core workflows. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and klaviyo

Mix and match to build the exact automation you need

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

Streamline your customer data management by connecting klaviyo events directly to Microsoft Dynamics 365 CRM records.

Who is klaviyo + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals who depend on accurate profile data and responsive CRM pipelines eliminate manual entry and keep customer records synchronised.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + klaviyo

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click