Microsoft Dynamics 365 CRM + Maileon Integration
Integrate Maileon to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync your marketing actions, create and update contacts, alert your sales team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
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
Contact is unsubscribed in Maileon Instant- Email is bounced in Maileon Instant
- Double opt-in email is confirmed in Maileon Instant
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- 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
- Update contact preference in Maileon
- Search contact in Maileon
- Create contact in Maileon
- Send transaction in Maileon
- Unsubscribe contact by email in Maileon
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Ready Workflows for Microsoft Dynamics 365 CRM + Maileon Integration
Capture confirmed contacts, sync preferences, update accounts, alert your sales team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Maileon + Microsoft Dynamics 365 CRM flow
Sync your core customer data to communication channels, ad platforms, and scheduling tools the moment actions happen. Pick a combination and activate it in one click.
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When a double opt-in email is confirmed in Maileon, create a lead in Microsoft Dynamics 365 CRM and send an email in Microsoft Outlook.
Confirmed Maileon contacts immediately become new leads in Microsoft Dynamics 365 CRM while Microsoft Outlook notifies your sales team, eliminating manual data entry.
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When a contact is created in Microsoft Dynamics 365 CRM, search contact in Maileon and send an email in Microsoft Outlook.
New Microsoft Dynamics 365 CRM contacts trigger a contact search in Maileon and an email alert in Microsoft Outlook, keeping communication aligned.
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When a sales order is created in Microsoft Dynamics 365 CRM, send transaction in Maileon and send an email in Microsoft Outlook.
Sales order creations in Microsoft Dynamics 365 CRM trigger transaction logs in Maileon and notification emails in Microsoft Outlook.
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When a contact is unsubscribed in Maileon, update contact in Microsoft Dynamics 365 CRM and send an email in Microsoft Outlook.
Maileon unsubscribes update corresponding Microsoft Dynamics 365 CRM contacts while Microsoft Outlook alerts the account manager.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Maileon
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
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 Maileon + Microsoft Dynamics 365 CRM?
Streamline your customer data workflows by connecting Maileon email automation directly to Microsoft Dynamics 365 CRM records.
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Sync confirmed email subscribers into CRM leads instantly
Automatically create a new lead in Microsoft Dynamics 365 CRM the moment a double opt-in email is confirmed in Maileon, ensuring zero delay in your sales pipeline.
📋
Capture every submitted contact detail accurately
Map complete subscriber profiles from Maileon directly into Microsoft Dynamics 365 CRM fields so your sales team has all necessary background information.
🔔
Alert your sales reps the second a lead arrives
Trigger instant notifications in your communication tools whenever a Maileon subscriber completes an important engagement milestone.
🔀
Route records based on custom subscriber tags
Apply conditional logic to direct specific Maileon contacts to designated Microsoft Dynamics 365 CRM account tiers automatically.
🔄
Keep contact records synchronized across platforms
Ensure updates made in Microsoft Dynamics 365 CRM instantly adjust contact preferences and subscriber statuses in Maileon.
🛡️
Prevent duplicate records with smart search operations
Search existing database entries before creating new contacts or leads, keeping your Microsoft Dynamics 365 CRM database clean and organized.
🛑
Manage email bounces and opt-outs automatically
When an email bounces or a contact unsubscribes in Maileon, update the corresponding status in Microsoft Dynamics 365 CRM instantly.
🌐
Extend your workflow to external business tools
Connect your core Maileon and Microsoft Dynamics 365 CRM pipeline to scheduling software, marketing platforms, and support desks.
And much more...
Who is Maileon + Microsoft Dynamics 365 CRM integration for?
Connecting Maileon and Microsoft Dynamics 365 CRM removes manual data entry between marketing campaigns and sales pipelines for growing revenue teams.
Marketing directors
Sales operations managers
Client success teams
Growth marketing leads
Account executives
CRM administrators
📈
Marketing directors
You're running email campaigns in Maileon but your CRM pipeline reports only update when someone manually exports subscriber lists, so the conversion metrics you're reporting are always hours behind — automating both apps means every confirmed subscriber lands in your CRM instantly and your campaign reporting stays current.
⚡
Sales operations managers
You need to act on incoming prospect data instantly, but leads sit unassigned in your queue while reps manually copy details between platforms — connecting these apps means every new subscription creates a CRM lead immediately so your sales team can follow up right away.
🤝
Client success teams
You answer to stakeholders who want immediate visibility into prospect engagement and onboarding milestones, but tracking data is scattered across disparate tools — automating both apps means client interactions sync across platforms instantly and progress reports reflect live activity.
📊
Growth marketing leads
The volume of inbound double opt-in confirmations is too high for anyone to keep up with by hand, leading to missed opportunities and stale contact records — integrating these apps means high-volume subscriber data flows directly into your CRM without manual data entry.
🎯
Account executives
You own the sales follow-up stage and depend on marketing teams to hand over qualified leads, but communication delays stall your pipeline velocity — with this integration, every confirmed lead appears in your CRM pipeline the moment confirmation occurs.
🔍
CRM administrators
You need a reliable history of prospect interactions and keep finding gaps caused by manual copy-pasting errors between marketing tools and sales databases — automating both apps means every opt-in, bounce, and update logs cleanly without missing a step.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Maileon
Build and manage your Microsoft Dynamics 365 CRM + Maileon automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Maileon with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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.
How Integrately Works?
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Frequently Asked Questions
How do I connect Maileon to Microsoft Dynamics 365 CRM?
You can connect Maileon to Microsoft Dynamics 365 CRM in 1 click using ready templates on Integrately. You can also connect other tools like Microsoft Outlook, HubSpot, or Mailchimp, and use Integrately AI to build custom workflows.
Can I automatically create a Microsoft Dynamics 365 CRM lead when a double opt-in email is confirmed in Maileon?
Can I connect Maileon, Microsoft Dynamics 365 CRM, and Microsoft Outlook?
What is a good Zapier alternative for Maileon and Microsoft Dynamics 365 CRM?
How does Maileon handle email bounces with Microsoft Dynamics 365 CRM?
Can Microsoft Dynamics 365 CRM contacts update Maileon subscriber preferences?
Do I need coding skills to automate Maileon and Microsoft Dynamics 365 CRM?
Is the Maileon and Microsoft Dynamics 365 CRM integration free?
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