Microsoft Dynamics 365 CRM + Marketo Integration

Q: Can I automatically create Marketo persons from Microsoft Dynamics 365 CRM leads?

You can automatically create Marketo persons whenever a new lead is created in Microsoft Dynamics 365 CRM. Select a ready workflow to activate it in one click.

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

You can connect Marketo, Microsoft Dynamics 365 CRM, and Slack in a single multi-step automation. When a lead is created, it updates Marketo and alerts your team in Slack, along with 1,500+ other apps.

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

Integrately is a powerful alternative for Marketo and Microsoft Dynamics 365 CRM integrations, offering 20 million+ ready templates, 24/5 live chat, and 3x to 10x lower cost.

Q: How does Marketo handle person records during integration?

You can create or update person records in Marketo automatically when leads or contacts change in Microsoft Dynamics 365 CRM. There are ready workflows available to streamline your data sync.

Q: How are Microsoft Dynamics 365 CRM contacts and leads synced?

You can sync contacts and leads from Microsoft Dynamics 365 CRM to Marketo in real time. Ready automation templates make it easy to keep your records updated without manual effort.

Q: Can I automate Marketo and Microsoft Dynamics 365 CRM without coding?

You can connect Marketo and Microsoft Dynamics 365 CRM without any coding required. Use ready-made templates or let Integrately AI build your custom automation.

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

The Marketo and Microsoft Dynamics 365 CRM integration is available with a free forever plan on Integrately. You can start automating right away.

Integrate Marketo to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Create Marketo records, update your leads and contacts, alert your team, 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

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
Create or update person in Marketo
Add Person to a list in Marketo
Search person in Marketo
Create or update custom object record in Marketo
Create or update opportunity in Marketo
Search Opportunity in Marketo
Search custom object record in Marketo

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Ready Workflows for Marketo + Microsoft Dynamics 365 CRM Integration

Capture leads, create Marketo records, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Create Marketo 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 Marketo 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 Marketo.

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

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create or Update Person in Marketo

Microsoft Dynamics 365 CRM + Marketo Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Add Person to a list in Marketo

Microsoft Dynamics 365 CRM + Marketo Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create or Update Person in Marketo

Microsoft Dynamics 365 CRM + Marketo Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Add Person to a list in Marketo

Microsoft Dynamics 365 CRM + Marketo Integration

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 Marketo + Microsoft Dynamics 365 CRM flow

Sync your CRM data with email campaigns, messaging channels, and sales tools to keep teams aligned. Pick a combination and activate it in one click.

Salesforce (3)

HubSpot (3)

LinkedIn Ads (3)

Mailchimp (3)

Slack (3)

Zoom (3)

When a Microsoft Dynamics 365 CRM lead is created, create or update a person in Marketo and create a lead in Salesforce.

New Microsoft Dynamics 365 CRM leads immediately create or update Marketo persons and sync to Salesforce without manual export.

When a Microsoft Dynamics 365 CRM contact is updated, update the person in Marketo and update the contact in Salesforce.

Keep contact details synchronized across Microsoft Dynamics 365 CRM, Marketo, and Salesforce automatically.

When an account is created in Microsoft Dynamics 365 CRM, search person in Marketo and create an account in Salesforce.

New accounts in Microsoft Dynamics 365 CRM trigger a Marketo person search and establish a new Salesforce account record.

When a Microsoft Dynamics 365 CRM lead is created, create or update a person in Marketo and create a contact in HubSpot.

Capture Microsoft Dynamics 365 CRM leads in both Marketo and HubSpot instantly without duplicate entry.

When an opportunity is created in Microsoft Dynamics 365 CRM, create or update an opportunity in Marketo and create a deal in HubSpot.

Sync new Microsoft Dynamics 365 CRM opportunities to Marketo custom objects and HubSpot deals.

When a contact is updated in Microsoft Dynamics 365 CRM, search person in Marketo and update the contact in HubSpot.

Keep contact records current in Marketo and HubSpot whenever Microsoft Dynamics 365 CRM data changes.

When a Microsoft Dynamics 365 CRM lead is created, create or update a person in Marketo and match the lead in LinkedIn Ads.

Sync new Microsoft Dynamics 365 CRM leads to Marketo and update your LinkedIn Ads audience targeting.

When a Microsoft Dynamics 365 CRM contact is updated, add the person to a list in Marketo and track engagement in LinkedIn Ads.

Add updated contacts to specific Marketo lists and update campaign metrics in LinkedIn Ads.

When an account is created in Microsoft Dynamics 365 CRM, search person in Marketo and update campaign targeting in LinkedIn Ads.

New accounts in Microsoft Dynamics 365 CRM trigger Marketo searches and update LinkedIn Ads campaigns.

When a Microsoft Dynamics 365 CRM lead is created, create or update a person in Marketo and add a subscriber in Mailchimp.

New Microsoft Dynamics 365 CRM leads are added to Marketo and subscribed to Mailchimp mailing lists automatically.

When a Microsoft Dynamics 365 CRM contact is updated, add the person to a list in Marketo and update the subscriber in Mailchimp.

Keep Marketo lists and Mailchimp subscriber segments synchronized when Microsoft Dynamics 365 CRM contacts change.

When a Microsoft Dynamics 365 CRM lead is updated, search person in Marketo and add a subscriber in Mailchimp.

Search Marketo records upon lead updates in Microsoft Dynamics 365 CRM and subscribe them in Mailchimp.

When a Microsoft Dynamics 365 CRM lead is created, create or update a person in Marketo and send a channel message in Slack.

Alert your sales channel in Slack instantly when a new Microsoft Dynamics 365 CRM lead creates a Marketo person.

When an opportunity is created in Microsoft Dynamics 365 CRM, create or update an opportunity in Marketo and notify your revenue channel in Slack.

Notify your revenue team in Slack when Microsoft Dynamics 365 CRM opportunities create Marketo records.

When a case is created in Microsoft Dynamics 365 CRM, search person in Marketo and alert your support channel in Slack.

New support cases in Microsoft Dynamics 365 CRM trigger Marketo searches and alert support teams in Slack.

When a Microsoft Dynamics 365 CRM lead is created, create or update a person in Marketo and create a meeting registrant in Zoom.

When a Microsoft Dynamics 365 CRM contact is updated, add the person to a list in Marketo and update the meeting registrant in Zoom.

Update Zoom meeting registrations when contact details change in Microsoft Dynamics 365 CRM and Marketo.

When an opportunity is created in Microsoft Dynamics 365 CRM, search person in Marketo and create a meeting in Zoom.

Schedule Zoom meetings automatically when new opportunities arise in Microsoft Dynamics 365 CRM.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Marketo

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

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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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Marketo Triggers & Actions

Create or update person in Marketo

Generates a new invoice

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Add Person to a list in Marketo

Adds a person to a list or group

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Search person in Marketo

Retrieves information about a person

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Create or update custom object record in Marketo

Creates or updates a custom object record

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Create or update opportunity in Marketo

Creates or updates a sales opportunity

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Search Opportunity in Marketo

Searches for a opportunity

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Search custom object record in Marketo

Searches for a custom object record

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

Streamline customer data and engagement by connecting your marketing platform directly to your CRM.

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🔄

Create Marketo persons from CRM leads

Automatically create or update a person in Marketo the moment a new lead is created in Microsoft Dynamics 365 CRM. Eliminate manual data entry and keep your marketing lists up to date.

📋

Capture every submitted contact detail

Map complete contact information from Microsoft Dynamics 365 CRM updates directly into Marketo custom objects and person fields. Ensure your marketing team has full visibility into prospect data.

🔔

Notify your team instantly on Slack

Send automated alerts to your sales and marketing channels whenever new leads, contacts, or opportunities are created in Microsoft Dynamics 365 CRM and synced to Marketo.

🔀

Route records based on submitted fields

Add persons to specific Marketo lists or update customized CRM fields depending on the tier or category submitted in Microsoft Dynamics 365 CRM.

✏️

Keep records updated across platforms

Synchronize contact and account updates seamlessly between Microsoft Dynamics 365 CRM and Marketo so your team always views current information.

🔍

Search and update existing records

Perform automatic searches for existing persons or opportunities in Marketo before creating new entries, preventing duplicate records in your database.

💼

Sync opportunities and custom objects

Create or update opportunity records and custom object entries in Marketo whenever deals or cases change in Microsoft Dynamics 365 CRM.

🌐

Extend your workflow with third-party apps

Connect your core Marketo and Microsoft Dynamics 365 CRM flow with Slack, HubSpot, Salesforce, or Mailchimp to handle multi-step operations effortlessly.

And much more...

Who is Marketo + Microsoft Dynamics 365 CRM integration for?

Connecting Marketo and Microsoft Dynamics 365 CRM eliminates manual data entry between your marketing platform and CRM, keeping customer records synchronized.

Marketing Operations Managers

Sales Development Representatives

Account Executives

Demand Generation Specialists

Sales Operations Teams

Customer Success Managers

📈

Marketing Operations Managers

You're running multi-channel campaigns but your Marketo database only updates when someone manually exports lists, so your engagement metrics are always hours behind — with this integration, every new lead lands in Marketo instantly and your data stays current.

⚡

Sales Development Representatives

You need to reach out to new prospects immediately, but waiting for manual handoffs means leads go cold before you make contact — with this integration, every new Microsoft Dynamics 365 CRM lead creates a Marketo person instantly and your team can follow up right away.

💼

Account Executives

You manage client pipelines and depend on marketing data to understand prospect engagement, but finding missing details in your CRM slows down your deal closures — with this integration, contact updates flow seamlessly between Marketo and Microsoft Dynamics 365 CRM.

📊

Demand Generation Specialists

The volume of incoming campaign responses is too high for anyone to keep up by hand, leading to scattered prospect lists and lost opportunities — with this integration, every lead and contact is synced automatically across your marketing and sales tools.

🤝

Sales Operations Teams

You own the handoff between marketing campaigns and sales pipelines, but mismatched records cause friction during lead conversion — with this integration, opportunity updates and custom object records stay perfectly aligned.

🔍

Customer Success Managers

You need a reliable customer history in your CRM, but finding gaps in activity logs makes it difficult to track account health — with this integration, all engagement data is recorded accurately without manual tracking.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Marketo

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

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Marketo 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.

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.

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Frequently Asked Questions

How do I connect Marketo to Microsoft Dynamics 365 CRM?

You can connect Marketo to Microsoft Dynamics 365 CRM using 1-click automation on Integrately. Choose from ready-made templates or ask Integrately AI to build your exact workflow.

Can I automatically create Marketo persons from Microsoft Dynamics 365 CRM leads?

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

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

How does Marketo handle person records during integration?

How are Microsoft Dynamics 365 CRM contacts and leads synced?

Can I automate Marketo and Microsoft Dynamics 365 CRM without coding?

Is the Marketo and Microsoft Dynamics 365 CRM integration free?

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Want to automate something else in your workflow?

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

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Microsoft Dynamics 365 CRM + Marketo Integration

Integrate Marketo to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Create Marketo records, update your leads and contacts, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Marketo + Microsoft Dynamics 365 CRM Integration

Capture leads, create Marketo records, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Create Marketo contact for new Microsoft Dynamics 365 CRM contact

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create or Update Person in Marketo

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Add Person to a list in Marketo

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create or Update Person in Marketo

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Add Person to a list in Marketo

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

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

Sync your CRM data with email campaigns, messaging channels, and sales tools to keep teams aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Marketo

Mix and match to build the exact automation you need

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

Streamline customer data and engagement by connecting your marketing platform directly to your CRM.

Who is Marketo + Microsoft Dynamics 365 CRM integration for?

Connecting Marketo and Microsoft Dynamics 365 CRM eliminates manual data entry between your marketing platform and CRM, keeping customer records synchronized.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Marketo

Build and manage your Microsoft Dynamics 365 CRM + Marketo 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 Marketo 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 + Marketo Integration

Integrate Marketo to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Create Marketo records, update your leads and contacts, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Marketo + Microsoft Dynamics 365 CRM Integration

Capture leads, create Marketo records, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Create Marketo contact for new Microsoft Dynamics 365 CRM contact

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create or Update Person in Marketo

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Add Person to a list in Marketo

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create or Update Person in Marketo

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Add Person to a list in Marketo

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

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

Sync your CRM data with email campaigns, messaging channels, and sales tools to keep teams aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Marketo

Mix and match to build the exact automation you need

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

Streamline customer data and engagement by connecting your marketing platform directly to your CRM.

Who is Marketo + Microsoft Dynamics 365 CRM integration for?

Connecting Marketo and Microsoft Dynamics 365 CRM eliminates manual data entry between your marketing platform and CRM, keeping customer records synchronized.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Marketo

Build and manage your Microsoft Dynamics 365 CRM + Marketo 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 Marketo 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