Lexware + Microsoft Dynamics 365 CRM Integration

Q: Can I automatically sync Lexware invoices with Microsoft Dynamics 365 CRM?

Yes, you can automatically sync Lexware invoices with Microsoft Dynamics 365 CRM to ensure your sales team always has up-to-date financial records. Start with a ready automation or build custom rules with Integrately AI.

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

You can connect Lexware, Microsoft Dynamics 365 CRM, and Slack together in a single multi-step workflow. This allows your team to sync contact data across systems while receiving instant channel notifications, alongside 1,500+ other apps.

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

Integrately is a powerful alternative for connecting Lexware and Microsoft Dynamics 365 CRM, offering 20 million+ ready templates, 24/5 live support, and AI-assisted workflow building at 3x to 10x lower cost.

Q: How does Lexware handle contact updates during automation?

When contact details change in Lexware, the automation triggers an immediate sync to update corresponding records in your Microsoft Dynamics 365 CRM account without manual intervention.

Q: How does Microsoft Dynamics 365 CRM process new leads created from Lexware?

New contacts created in Lexware automatically generate matching contact or lead entries in Microsoft Dynamics 365 CRM using ready-made workflows designed for seamless data transfer.

Q: Is any coding required to set up Lexware and Microsoft Dynamics 365 CRM integrations?

No coding is required to connect Lexware and Microsoft Dynamics 365 CRM. You can use ready templates or let Integrately AI build your exact workflow in seconds.

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

The Lexware and Microsoft Dynamics 365 CRM integration includes access via a free forever plan on Integrately so you can start automating immediately.

Integrate Lexware to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Keep your CRM updated, sync customer details, alert your team, and trigger follow-ups automatically.

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Delivery note is created in Lexware Instant
Contact is created in Lexware Instant
Contact is changed in Lexware Instant
Contact is deleted in Lexware Instant
Invoice is created in Lexware Instant
Invoice is changed in Lexware Instant
Invoice is deleted in Lexware Instant
Quotation is created in Lexware Instant
Quotation is changed in Lexware Instant
Quotation status is changed in Lexware Instant
Quotation is deleted in Lexware Instant
Order confirmation is created in Lexware Instant
Voucher is created in Lexware Instant
Invoice status is changed in Lexware Instant
Voucher status is changed in Lexware Instant
Order confirmation status is changed in Lexware Instant
Credit note is created in Lexware Instant
Credit note is changed in Lexware Instant
Credit note status is changed in Lexware Instant
Credit note is deleted in Lexware Instant
Voucher is changed in Lexware Instant
Voucher is deleted in Lexware Instant
Order confirmation is changed in Lexware Instant
Order confirmation is deleted in Lexware Instant
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

Create contact in Lexware
Update contact in Lexware
Search contact in Lexware
Create a quotation in Lexware
Search article by number in Lexware
Update article in Lexware
Get invoice by ID in Lexware
Create delivery note in Lexware
Create confirmation order in Lexware
Search contact by name in Lexware
Create an invoice in Lexware
Create a voucher in Lexware
Create a credit note in Lexware
Search invoice voucher list in Lexware
Create article in Lexware
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

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Ready Workflows for Lexware + Microsoft Dynamics 365 CRM Integration

Capture customer details, sync records across platforms, keep your CRM updated, alert your team, and trigger follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Lexware 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 Lexware 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.

Activate

Create Lexware 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 Lexware 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 Lexware.

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

Activate

Update Lexware contact from new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM + Lexware Integration

Activate

1of1

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

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

Push customer data to marketing tools, notify your team in chat, and log payment updates across your stack. Pick a combination and activate it in one click.

Salesforce (4)

Hubspot (4)

Mailchimp (4)

Microsoft Outlook (4)

Slack (4)

Stripe (4)

Create a Microsoft Dynamics 365 CRM contact when a contact is created in Lexware, and add the lead in Salesforce.

New Lexware contacts flow instantly into Microsoft Dynamics 365 CRM and Salesforce, eliminating manual duplicate entry across your systems.

When an invoice is created in Lexware, update the account in Microsoft Dynamics 365 CRM and log the deal in Salesforce.

Invoice creations in Lexware update your Microsoft Dynamics 365 CRM accounts and sync pipeline data directly to Salesforce.

If a contact is created in Lexware, create a Microsoft Dynamics 365 CRM contact and add a task in Salesforce.

Every new Lexware contact generates a Microsoft Dynamics 365 CRM record and a follow-up task in Salesforce automatically.

Use Claude to evaluate Lexware contact data, create a Microsoft Dynamics 365 CRM contact, and update Salesforce.

Claude reviews your Lexware contacts before creating records in Microsoft Dynamics 365 CRM and updating Salesforce.

Create a Microsoft Dynamics 365 CRM contact when a contact is created in Lexware, and add a contact in HubSpot.

New Lexware contacts sync automatically into Microsoft Dynamics 365 CRM and HubSpot for seamless marketing and sales alignment.

When an invoice is created in Lexware, update Microsoft Dynamics 365 CRM and create a deal in HubSpot.

Lexware invoices update your Microsoft Dynamics 365 CRM records and create trackable deals in HubSpot automatically.

If a contact is created in Lexware, create a Microsoft Dynamics 365 CRM contact and update HubSpot properties.

New Lexware contacts update Microsoft Dynamics 365 CRM records and adjust property tags in HubSpot based on custom criteria.

Use Gemini to summarise Lexware invoice items, update Microsoft Dynamics 365 CRM, and log notes in HubSpot.

Gemini extracts invoice line items from Lexware to update Microsoft Dynamics 365 CRM and create structured notes in HubSpot.

Create a Microsoft Dynamics 365 CRM contact when a contact is created in Lexware, and add a subscriber in Mailchimp.

New Lexware contacts sync to Microsoft Dynamics 365 CRM and populate your Mailchimp email audience simultaneously.

When an invoice is created in Lexware, update Microsoft Dynamics 365 CRM and tag the subscriber in Mailchimp.

Lexware invoices update Microsoft Dynamics 365 CRM records and trigger targeted customer tags in Mailchimp.

If a contact is created in Lexware, create a Microsoft Dynamics 365 CRM contact and add them to a specific Mailchimp group.

New Lexware contacts are added to Microsoft Dynamics 365 CRM and segmented into specific Mailchimp interest groups.

Use ChatGPT to draft welcome emails for new Lexware contacts, create Microsoft Dynamics 365 CRM records, and add Mailchimp subscribers.

ChatGPT generates personalised welcome emails while Lexware contacts sync to Microsoft Dynamics 365 CRM and Mailchimp.

Create a Microsoft Dynamics 365 CRM contact when a contact is created in Lexware, and send an email in Microsoft Outlook.

New Lexware contacts create Microsoft Dynamics 365 CRM records while triggering an introductory email via Microsoft Outlook.

When an invoice is created in Lexware, update Microsoft Dynamics 365 CRM and email the finance team in Microsoft Outlook.

Lexware invoice creations update Microsoft Dynamics 365 CRM accounts and alert your finance department via Microsoft Outlook.

If a contact is created in Lexware, create a Microsoft Dynamics 365 CRM contact and schedule a calendar event in Microsoft Outlook.

New Lexware contacts populate Microsoft Dynamics 365 CRM and book introductory calendar slots in Microsoft Outlook.

Use Gemini to summarise Lexware quotation notes, update Microsoft Dynamics 365 CRM, and email stakeholders in Microsoft Outlook.

Gemini processes Lexware quotation details to update Microsoft Dynamics 365 CRM and email briefing notes via Microsoft Outlook.

Create a Microsoft Dynamics 365 CRM contact when a contact is created in Lexware, and notify your sales channel in Slack.

New Lexware contacts update Microsoft Dynamics 365 CRM instantly and post real-time alerts to your team channel in Slack.

When an invoice is created in Lexware, update Microsoft Dynamics 365 CRM and post a revenue alert in Slack.

Lexware invoice creations update Microsoft Dynamics 365 CRM records and notify your finance channel on Slack.

If a contact is created in Lexware with enterprise details, create a Microsoft Dynamics 365 CRM lead and alert leadership in Slack.

Enterprise Lexware contacts create priority Microsoft Dynamics 365 CRM records and notify leadership in Slack.

Use Claude to evaluate Lexware quotation status changes, update Microsoft Dynamics 365 CRM, and alert your sales team in Slack.

Claude reviews Lexware quotation updates to adjust Microsoft Dynamics 365 CRM records and notify sales in Slack.

Create a Microsoft Dynamics 365 CRM contact when a contact is created in Lexware, and create a customer in Stripe.

New Lexware contacts sync to Microsoft Dynamics 365 CRM and generate customer profiles in Stripe automatically.

When an invoice is created in Lexware, update Microsoft Dynamics 365 CRM and create an invoice in Stripe.

Lexware invoice creations update Microsoft Dynamics 365 CRM records and generate matching Stripe invoices.

If a credit note is created in Lexware, update Microsoft Dynamics 365 CRM and issue a refund in Stripe.

Lexware credit notes update Microsoft Dynamics 365 CRM accounts and trigger corresponding refund actions in Stripe.

Use ChatGPT to verify Lexware voucher data, update Microsoft Dynamics 365 CRM, and log payment records in Stripe.

ChatGPT reviews Lexware voucher data before updating Microsoft Dynamics 365 CRM and creating records in Stripe.

Supported triggers and actions for Lexware and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Lexware Triggers & Actions

Instant

Delivery note is created in Lexware

Triggers the automation when a delivery note is created

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Instant

Contact is created in Lexware

Triggers the automation when a new contact is created

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Instant

Contact is changed in Lexware

Triggers the automation when a contact is updated

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Instant

Contact is deleted in Lexware

Triggers the automation when a contact is removed from the particular list

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Instant

Invoice is created in Lexware

Triggers the automation when any invoice is added or modified

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Instant

Invoice is changed in Lexware

Triggers the automation when any invoice is modified

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Instant

Invoice is deleted in Lexware

Triggers the automation when an invoice is deleted

Try it →

Instant

Quotation is created in Lexware

Triggers the automation when a new quotation is created

Try it →

Instant

Quotation is changed in Lexware

Triggers the automation when any quotation is modified

Try it →

Instant

Quotation status is changed in Lexware

Triggers the automation when the status of a quotation is changed

Try it →

Instant

Quotation is deleted in Lexware

Triggers the automation when any quotation is deleted

Try it →

Instant

Order confirmation is created in Lexware

Triggers the automation when a new order confirmation document is generated

Try it →

Instant

Voucher is created in Lexware

Triggers the automation when a new voucher is created

Try it →

Instant

Invoice status is changed in Lexware

Triggers the automation when the status of any invoice is updated

Try it →

Instant

Voucher status is changed in Lexware

Triggers the automation when the status of a voucher is changed

Try it →

Instant

Order confirmation status is changed in Lexware

Triggers the automation when the status of an order confirmation document is updated

Try it →

Instant

Credit note is created in Lexware

Triggers the automation when a new credit note is generated

Try it →

Instant

Credit note is changed in Lexware

Triggers the automation when a credit note is modified

Try it →

Instant

Credit note status is changed in Lexware

Triggers the automation when the status of a credit note is changed

Try it →

Instant

Credit note is deleted in Lexware

Triggers the automation when a credit note is deleted

Try it →

Instant

Voucher is changed in Lexware

Triggers the automation when a voucher is modified

Try it →

Instant

Voucher is deleted in Lexware

Triggers the automation when a voucher is deleted

Try it →

Instant

Order confirmation is changed in Lexware

Triggers the automation when an existing order confirmation document is modified

Try it →

Instant

Order confirmation is deleted in Lexware

Triggers the automation when an existing order confirmation document is deleted

Try it →

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

Try it →

Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

Try it →

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

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

Try it →

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

Streamline your accounting and customer relationship management with powerful automated workflows between Lexware and Microsoft Dynamics 365 CRM.

Get Started For Free

🔄

Sync contacts between Lexware and Microsoft Dynamics 365 CRM automatically

Every new contact created in Lexware generates a corresponding contact in Microsoft Dynamics 365 CRM instantly, keeping your customer base unified without manual data entry.

📋

Map all contact and invoice details accurately

Transfer comprehensive field data including names, email addresses, billing items, and custom properties directly from Lexware into Microsoft Dynamics 365 CRM.

⚡

Tell the right team member as soon as events occur

Send instant notifications to your sales or finance channels when critical accounting events like invoice creations or contact updates happen in Lexware.

🔀

Route records conditionally based on submitted fields

Create priority leads in Microsoft Dynamics 365 CRM or standard contacts depending on specific tier data or account values submitted in Lexware.

🔄

Keep Microsoft Dynamics 365 CRM updated as Lexware data changes

Automatically update existing CRM accounts and contact records whenever details or statuses are modified in Lexware.

🔍

Search and update instead of creating duplicate records

Perform intelligent lookups in Microsoft Dynamics 365 CRM before creating new accounts or contacts, preventing clutter and duplicate entries.

💳

Handle later status changes and payment updates

Trigger automated CRM updates and notification flows when invoice statuses, quotation states, or credit notes change in Lexware.

🔌

Extend your workflow with powerful supporting apps

Connect Lexware and Microsoft Dynamics 365 CRM with Slack to notify team members immediately upon successful data synchronisation.

And much more...

Who is Lexware + Microsoft Dynamics 365 CRM integration for?

Connecting Lexware and Microsoft Dynamics 365 CRM eliminates manual data entry between accounting and sales, keeping customer records aligned across departments.

Financial controllers

Sales managers

Account executives

Operations leads

Customer success teams

Revenue analysts

📈

Financial controllers

You're managing billing and invoices in Lexware, but your sales team has no visibility into customer payment states because nobody manually updates Microsoft Dynamics 365 CRM — integrating these apps means every new invoice creates a matching record in the CRM automatically.

🎯

Sales managers

You're tracking new deals and accounts in Microsoft Dynamics 365 CRM, but your reps find out about missing billing data too late because accounting records stay siloed in Lexware — automating both apps means your team sees complete financial history inside the CRM instantly.

🤝

Account executives

You're answering client questions about contract statuses, but customer details change in Lexware without updating Microsoft Dynamics 365 CRM so your records fall out of sync — with this integration, contact details stay updated across both platforms without manual re-typing.

🚀

Operations leads

You're handling high volumes of customer creation across Lexware, but manual data transfer to Microsoft Dynamics 365 CRM creates major backlogs and missing records — connecting these apps means every contact lands in your CRM without human delay.

💼

Customer success teams

You're depending on accounting to hand over new client billing records before you onboard them in Microsoft Dynamics 365 CRM, but communication delays stall your setup process — integrating these apps means onboarding workflows start the moment an invoice is created.

📊

Revenue analysts

You're reviewing customer lifetime value reports in Microsoft Dynamics 365 CRM, but missing invoice data from Lexware leaves blind spots in your pipeline analytics — this integration means every transaction is logged accurately for clean reporting.

Try This Integration – No Code Needed

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Why choose Integrately to automate Lexware + Microsoft Dynamics 365 CRM

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

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

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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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Frequently Asked Questions

How do I connect Lexware to Microsoft Dynamics 365 CRM?

You can connect Lexware to Microsoft Dynamics 365 CRM in one click using pre-built templates or by asking Integrately AI to set up your custom workflow. It connects your accounting data with tools like Salesforce, HubSpot, and Slack effortlessly.

Can I automatically sync Lexware invoices with Microsoft Dynamics 365 CRM?

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

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

How does Lexware handle contact updates during automation?

How does Microsoft Dynamics 365 CRM process new leads created from Lexware?

Is any coding required to set up Lexware and Microsoft Dynamics 365 CRM integrations?

Is the Lexware and Microsoft Dynamics 365 CRM integration free?

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Lexware + Microsoft Dynamics 365 CRM Integration

Integrate Lexware to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Keep your CRM updated, sync customer details, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Lexware + Microsoft Dynamics 365 CRM Integration

Capture customer details, sync records across platforms, keep your CRM updated, alert your team, and trigger follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Lexware contact

Create Lexware contact for new Microsoft Dynamics 365 CRM contact

Update Lexware contact from 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 Lexware + Microsoft Dynamics 365 CRM flow

Push customer data to marketing tools, notify your team in chat, and log payment updates across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Lexware and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

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

Streamline your accounting and customer relationship management with powerful automated workflows between Lexware and Microsoft Dynamics 365 CRM.

Who is Lexware + Microsoft Dynamics 365 CRM integration for?

Connecting Lexware and Microsoft Dynamics 365 CRM eliminates manual data entry between accounting and sales, keeping customer records aligned across departments.

Did you know?

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

Why choose Integrately to automate Lexware + Microsoft Dynamics 365 CRM

Build and manage your Lexware + Microsoft Dynamics 365 CRM 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 Lexware or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

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Lexware + Microsoft Dynamics 365 CRM Integration

Integrate Lexware to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Keep your CRM updated, sync customer details, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Lexware + Microsoft Dynamics 365 CRM Integration

Capture customer details, sync records across platforms, keep your CRM updated, alert your team, and trigger follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Lexware contact

Create Lexware contact for new Microsoft Dynamics 365 CRM contact

Update Lexware contact from 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 Lexware + Microsoft Dynamics 365 CRM flow

Push customer data to marketing tools, notify your team in chat, and log payment updates across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Lexware and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

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

Streamline your accounting and customer relationship management with powerful automated workflows between Lexware and Microsoft Dynamics 365 CRM.

Who is Lexware + Microsoft Dynamics 365 CRM integration for?

Connecting Lexware and Microsoft Dynamics 365 CRM eliminates manual data entry between accounting and sales, keeping customer records aligned across departments.

Did you know?

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

Why choose Integrately to automate Lexware + Microsoft Dynamics 365 CRM

Build and manage your Lexware + Microsoft Dynamics 365 CRM 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 Lexware 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