Microsoft Dynamics 365 Business Central + Loops Integration

Integrate Loops to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each contact handled. Enrich leads, update your contacts, sync records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Loops
    List mailing list in Loops
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2.
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central
  • Loops
    Create contact in Loops
  • Loops
    Send event in Loops
  • Loops
    Send transactional email in Loops
  • Loops
    Find contact by email in Loops
  • Loops
    Create or update contact in Loops
  • Loops
    Delete contact by email ID or User ID in Loops

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 Business Central + Loops Integration

Capture contacts, sync records, update CRM data, and trigger marketing follow-ups, 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 Loops + Microsoft Dynamics 365 Business Central (Beta flow

Bring in e-commerce orders, payment events, and support notes to keep your marketing and business records fully aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
Loops
+
ShopifyShopify (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SalesforceSalesforce (3)
+
GmailGmail (3)
+
SlackSlack (3)
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When a record is created in Microsoft Dynamics 365 Business Central (Beta, create a customer in Shopify and create a contact in Loops
New Business Central records instantly generate a Shopify customer profile and a Loops marketing contact so your store and mailing lists stay in sync.
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When a record is updated in Microsoft Dynamics 365 Business Central (Beta, search the customer in Shopify and update the contact in Loops
Updated Business Central records look up the customer in Shopify and refresh contact details in Loops automatically.
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If a record is created in Microsoft Dynamics 365 Business Central (Beta, create an order in Shopify and send a transactional email in Loops
New Business Central records create a Shopify order and trigger a direct transactional email through Loops.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and Loops

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
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Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
Try it →
Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
Try it →
Create record in Microsoft Dynamics 365 Business Central
Creates a new record
Try it →
Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
Try it →
Loops
Loops Triggers & Actions
List mailing list in Loops
Try it →
Create contact in Loops
Adds a new contact to the database
Try it →
Send event in Loops
Sends an event
Try it →
Send transactional email in Loops
Sends a reply
Try it →
Find contact by email in Loops
Searches for and retrieve contact information based on the email address
Try it →
Create or update contact in Loops
Adds or update contact information
Try it →
Delete contact by email ID or User ID in Loops
Deletes a contact using their email ID or User ID
Try it →

What can you automate with Loops + Microsoft Dynamics 365 Business Central (Beta?

Streamline your customer operations and email marketing by connecting every event between Loops and Microsoft Dynamics 365 Business Central (Beta.

What you can automate?
🔄
Sync new records into Loops automatically
Create a contact in Loops instantly whenever a new record is created in Microsoft Dynamics 365 Business Central (Beta. Keep your marketing lists perfectly updated without manual data entry.
📋
Capture every submitted field accurately
Map all available contact details and custom attributes from Business Central into Loops instead of just basic names. Your email campaigns gain richer personalization data.
🔔
Alert your team the moment records arrive
Trigger instant notifications or transactional emails in Loops as soon as business records are added or modified. Ensure no customer slips through the cracks.
🔀
Route records based on submitted criteria
Execute different actions depending on specific fields submitted within your Business Central records. Handle VIP accounts and standard contacts through separate paths.
📝
Keep contact information up to date
Automatically update existing records in Loops whenever corresponding data changes in Microsoft Dynamics 365 Business Central (Beta. Eliminate outdated contact information entirely.
🔍
Find and update contacts without duplicates
Search for existing contacts by email before creating new entries. Prevent duplicate subscriber profiles from cluttering your marketing database.
Handle later status changes and events
Trigger automated email campaigns or send custom events in Loops when record statuses change or transactions complete in Business Central.
🔌
Extend your workflow with external apps
Connect your core Business Central and Loops flow with Slack, Shopify, or QuickBooks to notify teams and log transactions in additional tools.
And much more...

Who is Loops + Microsoft Dynamics 365 Business Central (Beta integration for?

Marketing and sales teams struggling to keep customer communication aligned with financial records and business operations find immense value in this seamless pairing.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
Marketing coordinators
Marketing coordinators
Operations leads
Operations leads
Customer success leads
Customer success leads
📈
Finance managers
You're reviewing reports across multiple platforms but your marketing contacts only update when someone manually exports records, so the revenue counts you're tracking against are always a few hours behind — with this integration, every new record lands in Loops instantly and your data stays current.
Sales representatives
You need to act fast on new client accounts, and you find out too late when records sit unassigned in Business Central — with this integration, every new record triggers immediate follow-up alerts and your pipeline moves faster.
🤝
Account managers
You answer to external stakeholders who want to see progress updates, but manual data entry leaves gaps in your client history — with this integration, every change in Business Central updates your marketing lists instantly and stakeholders see accurate statuses.
📊
Marketing coordinators
The volume of new leads is too high for anyone to keep up with by hand, leading to missed subscriber syncs — with this integration, every submitted contact flows straight into Loops without manual copy-pasting.
⚙️
Operations leads
You own the next operational step and depend on someone upstream to hand over client details, causing costly delays — with this integration, every new record automates the handoff between Business Central and Loops instantly.
🗂️
Customer success leads
You need a reliable history of client interactions and keep finding gaps between your business database and email platform — with this integration, every client record stays synchronized across all tools without missing a beat.
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 Business Central + Loops

Build and manage your Microsoft Dynamics 365 Business Central + Loops 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 Business Central + Loops 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 Loops to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
You can connect Loops to Microsoft Dynamics 365 Business Central (Beta using 1-click automations on Integrately alongside Shopify, Stripe, QuickBooks Online, Salesforce, Gmail, and Slack. Choose a ready template or ask Integrately AI to build the automation.
Can I automatically sync new business records from Microsoft Dynamics 365 Business Central into Loops?
Frequently Asked Questions
Can I connect Loops, Microsoft Dynamics 365 Business Central (Beta, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Loops and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
How does Loops handle contact creation during this integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 Business Central (Beta trigger updates here?
Frequently Asked Questions
Do I need coding skills to automate Loops and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Is the Loops and Microsoft Dynamics 365 Business Central (Beta integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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