Microsoft Dynamics 365 CRM + Memberstack Integration

Integrate Memberstack to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each member handled. Create leads, update contact records, alert your sales team, and sync customer data 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
  • Memberstack
    Member is created in Memberstack Instant
  • Memberstack
    Member is updated in Memberstack Instant
  • Memberstack
    Member is deleted in Memberstack Instant
  • Memberstack
    Member's plan added in Memberstack Instant
  • Memberstack
    Member's plan canceled in Memberstack Instant
Arrow Right
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
  • Memberstack
    Search members in Memberstack
  • Memberstack
    Create member in Memberstack
  • Memberstack
    Update member in Memberstack
  • Memberstack
    Delete member in Memberstack
  • Memberstack
    Add free plan to member in Memberstack
  • Memberstack
    Remove free plan from member in Memberstack

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

Capture new members, create CRM leads, update contact details, alert your sales team, and trigger follow-ups, all in just one click.

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

Create Memberstack member 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 Memberstack 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 member will automatically be created in Memberstack.

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

Create Microsoft Dynamics 365 CRM contact for new Memberstack member

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 Memberstack member 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 Memberstack + Microsoft Dynamics 365 CRM flow

Sync member signups with your broader tech stack to notify teams, update marketing lists, and log financial records instantly. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Memberstack
+
WebflowWebflow (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
M
W
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Add every new Memberstack member to Webflow, and create a lead in Microsoft Dynamics 365 CRM
New Memberstack members appear in Webflow and Microsoft Dynamics 365 CRM instantly, keeping your site data and sales pipeline aligned.
M
W
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When a member is updated in Memberstack, update the Webflow item and update the Microsoft Dynamics 365 CRM lead
Member profile updates in Memberstack automatically refresh your Webflow database and Microsoft Dynamics 365 CRM lead records.
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W
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If a member is deleted in Memberstack, remove the Webflow item and update the Microsoft Dynamics 365 CRM account
Cancelled accounts in Memberstack trigger automatic cleanups in Webflow and Microsoft Dynamics 365 CRM.
M
C
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Use ChatGPT to summarise new Memberstack signups, create a Webflow item, and create a Microsoft Dynamics 365 CRM lead
ChatGPT generates an executive summary of new Memberstack members before logging them in Webflow and Microsoft Dynamics 365 CRM.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Memberstack

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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Memberstack
Memberstack Triggers & Actions
Instant
Member is created in Memberstack
Triggers the automation when a new member is added
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Instant
Member is updated in Memberstack
Triggers the automation when a member's profile is updated
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Instant
Member is deleted in Memberstack
Triggers the automation when any member is removed from the system
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Instant
Member's plan added in Memberstack
Triggers the automation when a new membership is granted
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Instant
Member's plan canceled in Memberstack
Triggers the automation when a membership plan has been terminated
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Search members in Memberstack
Searches for members
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Create member in Memberstack
Adds a new member to the system
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Update member in Memberstack
Updates a member's information
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Delete member in Memberstack
Removes a member from the system
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Add free plan to member in Memberstack
Upgrade member to free plan
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Remove free plan from member in Memberstack
Removes a free plan from a member
Try it →

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

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

What you can automate?
🚀
Create CRM leads from new member signups
Automatically generate a new lead in Microsoft Dynamics 365 CRM the moment a member is created in Memberstack. Eliminate manual data entry and connect your website users to your sales pipeline instantly.
📝
Capture every submitted custom field
Map all registration details and custom membership questions directly into your CRM contact fields. Ensure your sales team has complete context before reaching out to new signups.
🔔
Alert your sales team in real time
Notify your team instantly whenever a high-value member registers or upgrades their subscription. Speed up response times and close deals faster.
🔀
Route leads based on membership tier
Trigger different CRM workflows or assign specific account managers depending on whether a user selects a basic plan or an enterprise tier.
🔄
Keep CRM contact records synchronized
Automatically update existing contact details in Microsoft Dynamics 365 CRM whenever a user modifies their profile or email in Memberstack.
🛡️
Prevent duplicate records with smart search
Search existing CRM accounts before creating new entries to keep your database clean and avoid duplicate leads or contacts.
📉
Manage cancellations and plan changes
Automatically update customer account statuses and sales opportunities in Microsoft Dynamics 365 CRM whenever a member cancels their plan.
💬
Extend workflows to team messaging apps
Combine Memberstack, Microsoft Dynamics 365 CRM, and Slack to notify your team channel immediately whenever a customer upgrades or cancels.
And much more...

Who is Memberstack + Microsoft Dynamics 365 CRM integration for?

Connecting Memberstack and Microsoft Dynamics 365 CRM eliminates manual data entry, giving revenue and operations teams real-time visibility into new member signups and account changes.

Performance analysts
Performance analysts
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Customer success leads
Customer success leads
Finance coordinators
Finance coordinators
📈
Performance analysts
You rely on accurate membership metrics for weekly stakeholder reports, but manual exports leave your dashboards lagging behind actual signups — this integration means every new member creates a CRM record instantly and your reporting stays current.
Sales representatives
You need to reach out to high-intent signups immediately, but delayed notification workflows mean leads sit unattended for hours — with this integration, every new member triggers a CRM lead instantly so you can initiate outreach right away.
🤝
Account managers
You report directly to executive stakeholders who demand up-to-date pipeline status, but disconnected membership data causes frustrating blind spots — automating both apps means every plan change updates your CRM records in real time.
📊
Operations teams
You handle high volumes of daily user registrations that quickly overwhelm manual processing queues and cause data entry errors — with this integration, every member signup and cancellation is handled automatically across your systems.
🔄
Customer success leads
You depend on upstream registration data to trigger onboarding sequences and schedule check-ins, but missing handoffs stall your workflow — connecting these apps means your team receives complete member details the moment accounts are created.
🗂️
Finance coordinators
You need an immaculate audit trail of subscription activations and cancellations, but scattered records leave persistent gaps in your billing history — this automation ensures every plan change is accurately logged in your CRM without omissions.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Memberstack

Build and manage your Microsoft Dynamics 365 CRM + Memberstack 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 + Memberstack 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Memberstack to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Memberstack to Microsoft Dynamics 365 CRM in one click using ready templates or by asking Integrately AI to build the automation. Simply select your trigger and action events across apps like Webflow, Stripe, HubSpot, Slack, and Google Sheets, then switch on your workflow in minutes.
Can I automatically create Microsoft Dynamics 365 CRM leads from Memberstack signups?
Frequently Asked Questions
Can I connect Memberstack, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Memberstack and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Memberstack handle member data updates in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM accounts when Memberstack plans are canceled?
Frequently Asked Questions
Do I need coding skills to automate Memberstack and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Memberstack and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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