Microsoft Dynamics 365 Business Central + WhatConverts Integration
Integrate Microsoft Dynamics 365 Business Central (Beta to WhatConverts in one click, or tell Integrately AI how you want each record handled. Sync customer data, update leads, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Record is created in Microsoft Dynamics 365 Business Central- Record is updated in Microsoft Dynamics 365 Business Central
Lead is created in WhatConverts Instant- Lead is updated in WhatConverts Instant
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- Search record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Update record in Microsoft Dynamics 365 Business Central
- Create lead in WhatConverts
- Update lead in WhatConverts
- Search lead in WhatConverts
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 Business Central + WhatConverts Integration
Capture leads, organise records, keep your pipeline 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 Microsoft Dynamics 365 Business Central (Beta + WhatConverts flow
Push data to your CRM, alert your team in chat, and log transactions across your stack. Pick a combination and activate it in one click.
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Salesforce (3)
Salesforce (3) +
HubSpot (3)
HubSpot (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Mailchimp (3)
Mailchimp (3) +
Google Sheets (3)
Google Sheets (3) W
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Create a Salesforce contact from every WhatConverts lead, and log the record in Microsoft Dynamics 365 Business Central (Beta
New WhatConverts leads immediately create Salesforce contacts and update Microsoft Dynamics 365 Business Central (Beta records without manual data entry.
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When a Microsoft Dynamics 365 Business Central (Beta record is updated, update the matching Salesforce contact and WhatConverts lead
Changes in Microsoft Dynamics 365 Business Central (Beta instantly update your Salesforce contact and WhatConverts lead details.
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Search Salesforce for existing leads whenever a Microsoft Dynamics 365 Business Central (Beta record is created, and update WhatConverts
Verify Salesforce contacts for every new Microsoft Dynamics 365 Business Central (Beta record and update WhatConverts accordingly.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and WhatConverts
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
What can you automate with Microsoft Dynamics 365 Business Central (Beta + WhatConverts?
Streamline your marketing and financial workflows with powerful automated connections between your core tools.
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Sync WhatConverts leads to Microsoft Dynamics 365 Business Central (Beta records instantly
Turn every new marketing enquiry into an accurate system record the moment it arrives. Eliminate manual data transfer between your lead tracking and management platforms.
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Capture every submitted field and detail
Map all available form fields and tracking data into your records instead of just basic contact information. Your database becomes a comprehensive source for review and follow-up.
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Alert your team the moment a lead arrives
Notify relevant staff members instantly in chat or email when new records are generated. Ensure rapid response times for high-value prospect enquiries.
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Route records based on submitted criteria
Apply conditional rules to send specific enquiries to designated departments or workflows. Direct high-value leads to senior team members automatically.
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Keep system records up to date automatically
Synchronize modifications across platforms whenever client details change. Prevent data drift between your marketing logs and management systems.
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Search and update instead of creating duplicates
Verify existing records before generating new entries in your database. Maintain a clean, deduplicated list of customer interactions.
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Handle status changes and updates smoothly
Reflect lead progression, payment completions, or stage updates across all connected tools. Keep your entire organization aligned on customer status.
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Extend your workflow to external apps
Connect your core automation flow to spreadsheets, email tools, or CRMs for extended processing. Build multi-step pipelines tailored to your exact business needs.
And much more...
Who is Microsoft Dynamics 365 Business Central (Beta + WhatConverts integration for?
Marketing and operations teams running customer campaigns need fast data handoffs, but manual entry delays tracking and leaves records out of sync — automating both apps means streamlined workflows and accurate data.
Performance marketers
Sales development reps
Operations managers
Customer success leads
Finance analysts
Agency account directors
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Performance marketers
You're running multi-channel campaigns but your reporting sheets only update when someone manually exports leads, so your conversion metrics are always hours behind — automating both apps means every new lead lands instantly and your tracking stays current.
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Sales development reps
You need to reach out to high-intent enquiries immediately, but notification delays mean you find out about new submissions long after they arrive — automating both apps means instant record creation and faster outreach to every prospect.
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Operations managers
You report on customer acquisition costs and pipeline velocity to stakeholders, but manual data entry introduces gaps in your historical logs — automating both apps means reliable record keeping and audit-ready reports.
🔄
Customer success leads
You depend on upstream lead handoffs to onboard new clients, but missing contact details stall your setup process — automating both apps means complete lead profiles reach your team the moment conversion happens.
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Finance analysts
You reconcile marketing spend with financial records, but delayed data syncs leave your ledger incomplete during busy periods — automating both apps means seamless transaction logging and accurate financial overviews.
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Agency account directors
You manage client campaigns across multiple platforms and struggle to keep pipeline reports accurate for review meetings — automating both apps means consistent data syncs and up-to-date client deliverables.
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 Business Central + WhatConverts
Build and manage your Microsoft Dynamics 365 Business Central + WhatConverts automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + WhatConverts 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Dynamics 365 Business Central + WhatConverts Now 
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 Business Central (Beta to WhatConverts?
You can connect Microsoft Dynamics 365 Business Central (Beta to WhatConverts using ready templates or Integrately AI in 1-click. Connect your accounts alongside tools like Slack, HubSpot, and Google Sheets to automate workflows instantly.
Can I automatically create Microsoft Dynamics 365 Business Central (Beta records from WhatConverts leads?
Can I connect Microsoft Dynamics 365 Business Central (Beta, WhatConverts, and HubSpot?
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and WhatConverts?
How are records handled in Microsoft Dynamics 365 Business Central (Beta during automation?
How does WhatConverts track leads during the integration process?
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and WhatConverts?
Is the Microsoft Dynamics 365 Business Central (Beta and WhatConverts integration free?
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