Microsoft Dynamics 365 CRM + Mautic Integration

Integrate Mautic to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync contact details, update records, track points, and trigger follow-ups 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
  • Mautic
    Contact is created in Mautic Instant
  • Mautic
    Contact is updated in Mautic Instant
  • Mautic
    Contact points is changed in Mautic Instant
  • Mautic
    Form is submitted in Mautic Instant
  • Mautic
    Email viewed in Mautic Instant
  • Mautic
    Landing page visited by a contact in Mautic Instant
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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
  • Mautic
    Create or update contact in Mautic
  • Mautic
    Add contact to segment in Mautic
  • Mautic
    Search contact in Mautic
  • Mautic
    Create or update company in Mautic
  • Mautic
    Search company in Mautic

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

Sync contacts, update accounts, capture form submissions, track lead points, and trigger campaigns, all in just one click.

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

Create Mautic contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Mautic integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Mautic contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Mautic + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Mautic form submission

When someone completes your Mautic, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Mautic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Mautic - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Mautic + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Mautic 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 Mautic 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.
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Connect more apps to your Mautic + Microsoft Dynamics 365 CRM flow

Connect additional channels to enrich lead data, notify your team across platforms, and trigger automated follow-ups after your core sync finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Mautic
+
LinkedIn AdsLinkedIn Ads (4)
+
TypeformTypeform (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
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M
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Add every new LinkedIn Ads lead to Mautic, create a lead in Microsoft Dynamics 365 CRM, and sync campaign data
New LinkedIn Ads leads automatically create a contact in Mautic and a lead in Microsoft Dynamics 365 CRM without manual exports.
M
M
L
When a contact is created in Mautic, create a lead in Microsoft Dynamics 365 CRM, and log the conversion in LinkedIn Ads
Mautic contacts instantly generate Microsoft Dynamics 365 CRM leads and update campaign attribution in LinkedIn Ads.
M
M
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If a Mautic contact points change, update the contact in Microsoft Dynamics 365 CRM and notify your team via LinkedIn Ads
Updated lead scores in Mautic trigger immediate record updates in Microsoft Dynamics 365 CRM and campaign adjustments in LinkedIn Ads.
M
M
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When a Microsoft Dynamics 365 CRM lead is created, add the contact to a segment in Mautic and track the source in LinkedIn Ads
New Microsoft Dynamics 365 CRM leads automatically join Mautic segments while updating campaign records in LinkedIn Ads.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Mautic

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
Try it →
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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Mautic
Mautic Triggers & Actions
Instant
Contact is created in Mautic
Triggers the automation when a new contact is created
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Instant
Contact is updated in Mautic
Triggers the automation when a contact is updated
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Instant
Contact points is changed in Mautic
Triggers the automation when contact points are updated
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Instant
Form is submitted in Mautic
Triggers the automation when a form is filled
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Instant
Email viewed in Mautic
Triggers the automation when an engagement action is created or modified
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Instant
Landing page visited by a contact in Mautic
Triggers the automation when a particular landing page is visited by any contact
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Create or update contact in Mautic
Adds or update contact information
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Add contact to segment in Mautic
Adds a new contact to a segment for targeted communication
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Search contact in Mautic
Finds and retrieves contact information
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Create or update company in Mautic
Creates or update company profile with the latest information
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Search company in Mautic
Finds information about a company
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What can you automate with Mautic + Microsoft Dynamics 365 CRM?

Streamline your marketing and sales operations by automating data flow between Mautic and Microsoft Dynamics 365 CRM.

What you can automate?
🔄
Sync contacts and leads automatically between platforms
Capture every contact created in Mautic and instantly generate a matching lead in Microsoft Dynamics 365 CRM. Keep your marketing automation and sales pipeline perfectly aligned without lifting a finger.
📝
Capture every submitted form field into your CRM
Map detailed form submissions from Mautic directly into Microsoft Dynamics 365 CRM custom fields instead of just basic names and emails. Your sales reps get complete context for every inquiry.
🚨
Alert sales reps the moment high-value actions occur
Trigger instant lead creation and notifications in Microsoft Dynamics 365 CRM whenever a contact's engagement points change in Mautic. Follow up with interested prospects while interest is peak.
🔀
Route leads conditionally based on submitted data
Evaluate contact properties and form answers in Mautic to create specialized lead records or assign specific tiers in Microsoft Dynamics 365 CRM. Direct high-value prospects to senior reps automatically.
🔄
Keep Microsoft Dynamics 365 CRM updated as contacts change
Automatically update existing contact records in Microsoft Dynamics 365 CRM whenever contact details or engagement statuses are modified in Mautic. Prevent outdated information from stalling deals.
🔍
Search and update records instead of creating duplicates
Check for existing records before creating new entries, ensuring Mautic updates company and contact information in Microsoft Dynamics 365 CRM cleanly. Keep your database free of duplicate entries.
📈
Handle later lifecycle events and status updates
Sync milestone achievements, sales orders, or case updates between Microsoft Dynamics 365 CRM and Mautic segments. Maintain accurate customer journey tracking from inquiry to close.
🌐
Extend your workflow to third-party business apps
Connect your core Mautic and Microsoft Dynamics 365 CRM pipeline with tools like Typeform or HubSpot to capture form data and trigger multi-channel follow-ups automatically.
And much more...

Who is Mautic + Microsoft Dynamics 365 CRM integration for?

Marketing and sales professionals connecting Mautic and Microsoft Dynamics 365 CRM eliminate manual data entry, keeping lead records and contact points perfectly synchronized across platforms.

Marketing Analysts
Marketing Analysts
Sales Development Reps
Sales Development Reps
Agency Account Managers
Agency Account Managers
Operations Managers
Operations Managers
Account Executives
Account Executives
CRM Administrators
CRM Administrators
📈
Marketing Analysts
You're tracking campaign metrics in Mautic but your CRM reports only update when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in Microsoft Dynamics 365 CRM instantly and your campaign data stays current.
Sales Development Reps
You need to act fast on incoming leads, but form submissions sit in Mautic until someone remembers to copy them over, meaning hot prospects go cold before you make contact — with this integration, every submission creates a Microsoft Dynamics 365 CRM lead instantly and your team reaches out first.
🤝
Agency Account Managers
You answer to clients who want to see real-time pipeline updates, but manual exports between Mautic and Microsoft Dynamics 365 CRM cause delays that make your progress reports look stale — with this integration, every contact update syncs across both platforms automatically so stakeholders see accurate metrics.
📊
Operations Managers
The volume of inbound form submissions and contact point updates is too high for your team to keep up by hand, leading to missed records and fragmented customer histories — with this integration, every Mautic event updates Microsoft Dynamics 365 CRM records reliably without human intervention.
🎯
Account Executives
You own the closing stage and depend on marketers to hand over lead data, but manual handoffs between Mautic and Microsoft Dynamics 365 CRM create frustrating gaps in prospect timelines — with this integration, every qualified lead arrives in your CRM queue immediately with complete context.
🗂️
CRM Administrators
You need a reliable customer history, but inconsistent data entry between Mautic and Microsoft Dynamics 365 CRM leaves missing fields and duplicate profiles across your database — with this integration, every contact property syncs cleanly and your system records remain pristine.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Mautic

Build and manage your Microsoft Dynamics 365 CRM + Mautic 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 + Mautic 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?

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Frequently Asked Questions

How do I connect Mautic to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Mautic to Microsoft Dynamics 365 CRM instantly using 1-click ready workflows on Integrately. Simply choose a template, connect your accounts, and let Integrately AI handle the setup.
Can I automatically sync Mautic contacts to Microsoft Dynamics 365 CRM leads?
Frequently Asked Questions
Can I connect Mautic, Microsoft Dynamics 365 CRM, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Mautic and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Mautic handle contact updates and points in the integration?
Frequently Asked Questions
Can Microsoft Dynamics 365 CRM lead updates trigger Mautic segment changes?
Frequently Asked Questions
Do I need coding skills to automate Mautic and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Mautic and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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