Microsoft Dynamics 365 CRM + MailUp Integration

Integrate MailUp to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each list handled. Create CRM contacts, sync subscription data, alert your team, and track campaigns automatically.

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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
  • MailUp
    List is created in MailUp
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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
  • MailUp
    Add subscriber to a group in MailUp
  • MailUp
    Add subscriber to a list in MailUp
  • MailUp
    Send message to recipient in MailUp
  • MailUp
    Create a message in MailUp
  • MailUp
    Send message to group in MailUp
  • MailUp
    Create a group in MailUp
  • MailUp
    Create a list in MailUp
  • MailUp
    Remove recipient from list in MailUp

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Ready Workflows Ready Workflows for MailUp + Microsoft Dynamics 365 CRM Integration

Create CRM contacts from new lists, sync subscriber data, route leads by criteria, and update account records, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + MailUp Integration

Create MailUp 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 MailUp 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 MailUp.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Microsoft Dynamics 365 CRM + MailUp Integration

Send MailUp message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through MailUp letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - MailUp integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Got a different task in mind? Describe it

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

Connect email, calendar, and team chat apps to handle follow-ups, schedule briefings, and notify stakeholders once your core sync finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
MailUp
+
Microsoft OutlookMicrosoft Outlook (3)
+
ZoomZoom (3)
+
HubspotHubspot (3)
+
Microsoft ExcelMicrosoft Excel (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
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Add MailUp list subscribers to Microsoft Dynamics 365 CRM and send an email notification in Microsoft Outlook
New MailUp list creations immediately add contacts to Microsoft Dynamics 365 CRM and trigger an email notification in Microsoft Outlook, keeping your sales and marketing teams aligned.
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M
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When a contact is updated in Microsoft Dynamics 365 CRM, add subscriber to a list in MailUp and send a confirmation in Microsoft Outlook
Updated CRM records instantly sync with MailUp lists while Microsoft Outlook sends out the confirmation email, eliminating manual list management.
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M
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When a sales order is created in Microsoft Dynamics 365 CRM, add subscriber to a group in MailUp and email the account team in Microsoft Outlook
New sales orders in Microsoft Dynamics 365 CRM automatically segment customers in MailUp and notify account managers via Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and MailUp

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
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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
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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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
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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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
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Get account by ID in Microsoft Dynamics 365 CRM
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MailUp
MailUp Triggers & Actions
List is created in MailUp
Triggers the automation when a new list is created
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Add subscriber to a group in MailUp
Adds a subscriber to a group within the mailing list
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Add subscriber to a list in MailUp
Adds a new subscriber to a mailing list
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Send message to recipient in MailUp
Delivers a pre-written message to a designated recipient
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Create a message in MailUp
Creates a new message
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Send message to group in MailUp
Sends a message to a group
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Create a group in MailUp
Creates a new group
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Create a list in MailUp
Generates a new mailing list
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Remove recipient from list in MailUp
Removes a recipient from a list
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What can you automate with MailUp + Microsoft Dynamics 365 CRM?

Streamline your subscriber management and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync new MailUp lists to Microsoft Dynamics 365 CRM contacts
Automatically create a contact in Microsoft Dynamics 365 CRM the moment a new list is created in MailUp. Eliminate manual export steps and keep your databases perfectly aligned.
📋
Capture every submitted subscriber field accurately
Map all available subscriber details from MailUp into separate Microsoft Dynamics 365 CRM contact fields instead of just basic names. Your CRM records become comprehensive profile sources.
🔔
Alert your team as soon as new records arrive
Trigger instant notifications in your team chat or email when subscriber lists expand or sales orders process. Keep stakeholders informed without manual status checks.
🔀
Route records based on submitted criteria
Send subscribers to specific MailUp groups or Microsoft Dynamics 365 CRM pipelines based on custom fields. Ensure every contact reaches the correct team member.
🔄
Keep destination records updated as details change
Automatically update Microsoft Dynamics 365 CRM contacts whenever subscriber profiles change in MailUp. Maintain accurate contact data across your entire tech stack.
🔍
Add or update records instead of creating duplicates
Search existing database entries before creating new records to prevent duplicate contacts. Keep your Microsoft Dynamics 365 CRM and MailUp accounts clean and organized.
💳
Handle later status changes and order updates
Process sales order updates and case modifications from Microsoft Dynamics 365 CRM into targeted MailUp lists. Keep customer communication relevant to their current stage.
🔌
Extend your workflow to team communication apps
Connect your core MailUp and Microsoft Dynamics 365 CRM setup with Slack or Microsoft Outlook to notify stakeholders and coordinate follow-up tasks automatically.
And much more...

Who is MailUp + Microsoft Dynamics 365 CRM integration for?

Operations managers, marketing directors, and sales professionals eliminate manual data entry, streamline subscriber tracking, and keep their pipeline records consistently accurate.

Marketing directors
Marketing directors
Sales operations teams
Sales operations teams
Account managers
Account managers
Data analysts
Data analysts
Business development reps
Business development reps
Customer success leads
Customer success leads
📈
Marketing directors
You're launching newsletters in MailUp but your CRM contact records only update when someone manually exports lists, so your campaign metrics are always hours behind — with this integration, every new list subscriber populates your CRM instantly and your audience data stays current.
Sales operations teams
You need to act fast on inbound leads entering Microsoft Dynamics 365 CRM, but manual list updates cause severe follow-up delays — this integration means every new subscriber record lands in your pipeline instantly so your sales reps can engage prospects immediately.
🤝
Account managers
You answer to clients who expect up-to-date campaign and contact records, but disconnected platforms leave gaps in your reporting — automating both apps means your client lists and CRM accounts stay synchronized without manual reconciliation.
📊
Data analysts
The volume of subscriber sign-ups and CRM updates is too high for anyone to keep up by hand, leading to mismatched records across systems — with this integration, every list creation and contact update flows between platforms reliably without human error.
🎯
Business development reps
You own the outreach step and depend on marketing teams to hand over subscriber lists, which creates frustrating workflow bottlenecks — automating both apps means qualified leads appear in your CRM pipeline the moment they subscribe in MailUp.
📁
Customer success leads
You need a reliable history of customer interactions across email and sales touchpoints, but manual entry leaves missing gaps in profile histories — connecting these apps means every list subscription and CRM order update builds a complete customer record.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + MailUp

Build and manage your Microsoft Dynamics 365 CRM + MailUp 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 + MailUp 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect MailUp to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect MailUp to Microsoft Dynamics 365 CRM in one click using ready-made templates or ask Integrately AI to build your automation. It takes seconds to link your accounts and sync subscriber data alongside apps like Slack, Zoom, and Microsoft Outlook.
Can I automatically create Microsoft Dynamics 365 CRM contacts when a MailUp list is created?
Frequently Asked Questions
Can I connect MailUp, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for MailUp and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does MailUp handle data synchronization with Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can Microsoft Dynamics 365 CRM updates trigger MailUp actions?
Frequently Asked Questions
Do I need coding skills to automate MailUp and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the MailUp and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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