Microsoft Dynamics 365 CRM + Metricool Integration
Integrate Metricool to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Track social reviews, create CRM leads and contacts, alert your sales team, and trigger follow-up actions 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
Post is published successfully in Metricool- Post is scheduled in Metricool
- Post failed to publish in Metricool
- Conversation is created (in a Network) in Metricool
- GMB is reviewed in Metricool
- Draft is added in planner in Metricool
2.
- 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
- Schedule post in Metricool
- Create post in autolist in Metricool
- Get post by id in Metricool
- Send reply to GMB review in Metricool
- Send a reply to conversation in Metricool
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Ready Workflows for Microsoft Dynamics 365 CRM + Metricool Integration
Capture social leads, create CRM contacts, keep accounts updated, alert your team, and send 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 Metricool + Microsoft Dynamics 365 CRM flow
Sync your CRM and social data with email marketing, analytics, and messaging tools to drive better customer follow-ups. Pick a combination and activate it in one click.
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Mailchimp (4)
Mailchimp (4) +
Google Analytics 4 (3)
Google Analytics 4 (3) +
Slack (4)
Slack (4) +
LinkedIn (3)
LinkedIn (3) +
Microsoft Outlook (3)
Microsoft Outlook (3) +
Zoom (3)
Zoom (3) M
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When a GMB is reviewed in Metricool, create a lead in Microsoft Dynamics 365 CRM, and add subscriber in Mailchimp.
Every Metricool GMB review becomes a Microsoft Dynamics 365 CRM lead and a Mailchimp subscriber instantly, keeping your sales and email lists aligned.
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When a Contact is created in Microsoft Dynamics 365 CRM, schedule post in Metricool, and add subscriber in Mailchimp.
New Microsoft Dynamics 365 CRM contacts trigger social scheduling in Metricool and subscriber creation in Mailchimp simultaneously.
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When a Lead is created in Microsoft Dynamics 365 CRM, send a reply to conversation in Metricool, and update subscriber in Mailchimp.
New Microsoft Dynamics 365 CRM leads trigger a conversation reply in Metricool and update subscriber records in Mailchimp.
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Use ChatGPT to summarise every new Microsoft Dynamics 365 CRM lead, create post in autolist in Metricool, and add subscriber in Mailchimp.
ChatGPT summarizes new Microsoft Dynamics 365 CRM leads to generate an autolist post in Metricool and add a subscriber in Mailchimp.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Metricool
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 → Metricool Triggers & Actions
Post is published successfully in Metricool
Triggers the automation when a post is successfully published
Try it → Post is scheduled in Metricool
Triggers the automation when a post is scheduled to be published
Try it → Conversation is created (in a Network) in Metricool
Triggers the automation when a conversation is created in a network
Try it → GMB is reviewed in Metricool
Triggers the automation when a Google My Business listing is reviewed
Try it → Draft is added in planner in Metricool
Triggers the automation when a new draft is added to the planner
Try it → What can you automate with Metricool + Microsoft Dynamics 365 CRM?
Streamline your social engagement and CRM processes by automating routine data transfers, updates, and notifications.
🔄
Turn social reviews into CRM leads
Capture every Google My Business review from Metricool and automatically generate a new lead or contact in Microsoft Dynamics 365 CRM. Eliminate manual copying and ensure every piece of feedback initiates a sales follow-up.
📋
Map every submitted field accurately
Transfer detailed reviewer names, ratings, and comments into separate Microsoft Dynamics 365 CRM fields instead of generic notes. Your CRM database becomes a clean, organized source for review and analysis.
🔔
Notify your team instantly on new events
Trigger team alerts in your communication channels the moment a social review arrives or a CRM contact is created. Keep sales and support staff informed without checking multiple dashboards.
🔀
Route records based on submitted criteria
Send positive reviews to one pipeline stage and critical feedback to support case creation. Conditional logic ensures every record is handled according to its specific content.
🔄
Keep records updated as status changes
Automatically update Microsoft Dynamics 365 CRM leads and accounts whenever social posts publish successfully or conversation replies are sent in Metricool. Maintain accurate records across platforms.
🔍
Search and update instead of creating duplicates
Check for existing accounts and contacts in Microsoft Dynamics 365 CRM before creating new entries. Keep your database clean by updating current records with fresh Metricool data.
🏷️
Manage later status changes and follow-ups
Handle post-review actions, support ticket updates, and opportunity progressions seamlessly. Ensure long-term customer engagements are tracked from initial social touchpoint to final resolution.
🌐
Extend your workflow to messaging and email apps
Connect Microsoft Outlook, Slack, or Mailchimp to your core Metricool and Microsoft Dynamics 365 CRM flow. Build multi-app pipelines that notify teams and send follow-up emails automatically.
And much more...
Who is Metricool + Microsoft Dynamics 365 CRM integration for?
Connecting social media management with CRM workflows helps marketing and sales teams capture leads, track interactions, and eliminate manual data entry across systems.
Social marketing managers
Sales development reps
Agency account managers
Customer support leads
Account executives
Operations directors
📈
Social marketing managers
You're tracking campaign performance and social mentions, but your CRM records only update when someone manually exports data, so your pipeline reports are always outdated — with this integration, every interaction lands in your CRM instantly and your metrics stay current.
⚡
Sales development reps
You need to act fast on incoming social leads and reviews, but they sit in your social planner until someone spots them, so high-intent prospects wait hours for a reply — with this integration, every review creates a CRM lead immediately and your team engages faster.
📊
Agency account managers
You answer to clients who want to see social ROI and pipeline growth, but compiling manual status reports takes hours of cross-referencing platforms — with this integration, social engagement flows directly into your CRM to give clients a clear picture of progress.
🔄
Customer support leads
The volume of social mentions and reviews is too high for anyone to keep up by hand, so customer feedback falls through the cracks — with this integration, every comment and review creates a tracking case automatically so nothing gets missed.
🤝
Account executives
You own the next step in the sales pipeline and depend on marketing to hand over lead details, but manual handoffs cause delays — with this integration, contact creation happens the moment social activity occurs so you can pick up the deal right away.
🗂️
Operations directors
You need a reliable history of customer interactions across platforms, but disconnected tools keep leaving gaps in your audit trail — with this integration, every record syncs cleanly between social planning and your CRM database.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Metricool
Build and manage your Microsoft Dynamics 365 CRM + Metricool automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Metricool 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 Metricool to Microsoft Dynamics 365 CRM?
You can connect Metricool to Microsoft Dynamics 365 CRM in one click using ready-made templates or by using Integrately AI. You can also connect apps like Mailchimp, Slack, and Zoom to extend your automation workflow.
Can I automatically create Microsoft Dynamics 365 CRM leads from Metricool GMB reviews?
Can I connect Metricool, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Metricool and Microsoft Dynamics 365 CRM?
How does Metricool handle reviews and planner data in integrations?
How does Microsoft Dynamics 365 CRM manage records when connected with Metricool?
Can I automate Metricool and Microsoft Dynamics 365 CRM without coding?
Is the Metricool and Microsoft Dynamics 365 CRM integration free?
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