Microsoft Dynamics 365 CRM + NationBuilder Integration

Integrate Microsoft Dynamics 365 CRM to NationBuilder in one click, or tell Integrately AI how you want each contact handled. Create supporter profiles, sync updates, log donations, and update your database 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
  • NationBuilder
    New contact is created in NationBuilder
  • NationBuilder
    Person is updated in NationBuilder
  • NationBuilder
    New person is added in NationBuilder
  • NationBuilder
    New event is created in NationBuilder
  • NationBuilder
    New donation is created in NationBuilder
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
  • NationBuilder
    Add tag to person in NationBuilder
  • NationBuilder
    Create logged contact in NationBuilder
  • NationBuilder
    Search logged contact in NationBuilder
  • NationBuilder
    Create event RSVP in NationBuilder
  • NationBuilder
    Create event in NationBuilder
  • NationBuilder
    Create person in NationBuilder
  • NationBuilder
    Update person in NationBuilder
  • NationBuilder
    Search person in NationBuilder
  • NationBuilder
    Award political capital in NationBuilder
  • NationBuilder
    Create donation in NationBuilder
  • NationBuilder
    Create private note in NationBuilder
  • NationBuilder
    Delete tag in NationBuilder
  • NationBuilder
    Create membership in NationBuilder

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

Sync contacts, capture supporters, log donations, update supporter records, and track memberships, all in just one click.

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

Create NationBuilder 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 - NationBuilder integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an NationBuilder 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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NationBuilder + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new NationBuilder 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 NationBuilder - Microsoft Dynamics 365 CRM integration, anytime a new NationBuilder contact is created, an Microsoft Dynamics 365 CRM 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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Connect more apps to your Microsoft Dynamics 365 CRM + NationBuilder flow

Sync campaign data with email tools, notify teams on messaging apps, and log financial transactions across your entire stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
NationBuilder
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Microsoft OutlookMicrosoft Outlook (6)
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MailchimpMailchimp (6)
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SlackSlack (6)
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StripeStripe (6)
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EventbriteEventbrite (6)
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Google SheetsGoogle Sheets (6)
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Create a NationBuilder person from every new Microsoft Dynamics 365 CRM contact, and send a confirmation email in Microsoft Outlook.
New Microsoft Dynamics 365 CRM contacts appear in NationBuilder instantly while Microsoft Outlook dispatches a welcome email, removing manual data entry.
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When a Microsoft Dynamics 365 CRM contact is updated, update the NationBuilder person and notify your team via Microsoft Outlook email.
Updated Microsoft Dynamics 365 CRM contacts sync directly to NationBuilder while Microsoft Outlook alerts your team, keeping records accurate.
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If a Microsoft Dynamics 365 CRM lead is created, create a NationBuilder person and send a briefing email in Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads immediately generate NationBuilder profiles while Microsoft Outlook emails project updates to staff.
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When a new NationBuilder donation is created, update the Microsoft Dynamics 365 CRM contact and email a receipt via Microsoft Outlook.
NationBuilder donations instantly update Microsoft Dynamics 365 CRM records while Microsoft Outlook sends out payment confirmations.
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Use Claude to summarise Microsoft Dynamics 365 CRM sales orders, create a NationBuilder donation, and email the summary in Microsoft Outlook.
Claude evaluates Microsoft Dynamics 365 CRM orders, logs donations in NationBuilder, and emails formatted summaries through Microsoft Outlook.
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When a NationBuilder event is created, create a Microsoft Dynamics 365 CRM account and email the schedule via Microsoft Outlook.
New NationBuilder events generate Microsoft Dynamics 365 CRM accounts and dispatch schedule confirmations through Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and NationBuilder

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
Try it โ†’
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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NationBuilder
NationBuilder Triggers & Actions
New contact is created in NationBuilder
Triggers the automation when a new contact is added
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Person is updated in NationBuilder
Triggers the automation when a person's profile is updated
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New person is added in NationBuilder
Triggers the automation when a new person is added
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New event is created in NationBuilder
Triggers the automation when a new event is added
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New donation is created in NationBuilder
Triggers the automation when a new donation is received
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Add tag to person in NationBuilder
Add a particular tag to the person
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Create logged contact in NationBuilder
Logs a new contact
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Search logged contact in NationBuilder
Searches for a logged contact
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Create event RSVP in NationBuilder
Logs a new rsvp for an event
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Create event in NationBuilder
Adds a new contact to the contact list
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Create person in NationBuilder
Generates a new person
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Update person in NationBuilder
Updates the information of a person
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Search person in NationBuilder
Retrieves information about a person
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Award political capital in NationBuilder
Distribute political capital to individuals based on criteria
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Create donation in NationBuilder
Records a new donation
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Create private note in NationBuilder
Creates a new private note
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Delete tag in NationBuilder
Removes a particular tag from the system
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Create membership in NationBuilder
Generates and establish new membership accounts for users
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What can you automate with Microsoft Dynamics 365 CRM + NationBuilder?

Streamline your supporter engagement and CRM data management with powerful automated workflows.

What you can automate?
๐Ÿ”„
Sync CRM contacts to NationBuilder supporters instantly
Automatically transfer new Microsoft Dynamics 365 CRM contacts into NationBuilder supporter profiles the moment they are created, eliminating manual duplicate entries across platforms.
๐Ÿ“‹
Map detailed contact fields and attributes
Map all collected Microsoft Dynamics 365 CRM contact attributes, phone numbers, and company data directly into NationBuilder supporter profiles without missing custom fields.
๐Ÿ’ฌ
Send instant team alerts on high-value leads
Notify your sales or campaign channels in Slack immediately when high-value leads or new donations are recorded in Microsoft Dynamics 365 CRM or NationBuilder.
๐Ÿ”€
Route supporters based on submitted criteria
Apply specific tags or create private notes in NationBuilder automatically based on custom fields and data submitted in your Microsoft Dynamics 365 CRM records.
๐Ÿ”„
Keep supporter records updated across databases
Synchronize contact modifications and lead status changes automatically between Microsoft Dynamics 365 CRM and NationBuilder to ensure data consistency.
๐Ÿ”
Search records before creating profiles
Search existing NationBuilder person records before creating new profiles to prevent duplicate entries when handling updates from Microsoft Dynamics 365 CRM.
๐Ÿงพ
Handle donations and membership updates
Log new donations, record event RSVPs, and track membership changes seamlessly between Microsoft Dynamics 365 CRM financial records and NationBuilder.
๐Ÿ”Œ
Extend workflows with supporting apps
Connect supporting tools like Google Sheets or Mailchimp to your Microsoft Dynamics 365 CRM and NationBuilder core flow for comprehensive campaign reporting.
And much more...

Who is Microsoft Dynamics 365 CRM + NationBuilder integration for?

Connecting Microsoft Dynamics 365 CRM and NationBuilder helps campaign managers, sales leads, and operations teams keep supporter data synced and actionable across platforms.

Performance Analysts
Performance Analysts
Campaign Managers
Campaign Managers
Account Directors
Account Directors
Operations Teams
Operations Teams
Fundraising Leads
Fundraising Leads
Database Administrators
Database Administrators
๐Ÿ“ˆ
Performance Analysts
You report on supporter growth and campaign metrics, but your NationBuilder figures never match your CRM because manual exports leave gaps โ€” with this integration, every new contact flows into your reports instantly and your data stays current.
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Campaign Managers
You need to engage new supporters immediately, but you find out about new CRM signups too late to run timely outreach โ€” with this integration, every new lead creates a supporter profile instantly so your team can act fast.
๐Ÿ“‹
Account Directors
You answer to stakeholders who want to track campaign engagement and CRM pipelines side by side, but manual status updates always lag behind โ€” with this integration, account changes sync immediately and your reports stay fully transparent.
๐Ÿ“ˆ
Operations Teams
The volume of incoming leads and supporter registrations is too high for anyone to keep up by hand, leading to missed updates across your databases โ€” with this integration, every record syncs automatically without manual data entry.
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Fundraising Leads
You own donor outreach and depend on sales teams to hand over qualified contacts, but communication gaps delay your follow-ups โ€” with this integration, new orders and contacts transfer seamlessly to trigger immediate supporter engagement.
๐Ÿ—‚๏ธ
Database Administrators
You need a reliable, complete history of every supporter interaction, but manual entry keeps leaving gaps in your records โ€” with this integration, every record updates consistently and your databases remain clean.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + NationBuilder

Build and manage your Microsoft Dynamics 365 CRM + NationBuilder 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 + NationBuilder 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 โ€” 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to NationBuilder?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to NationBuilder in 1 click using ready templates or Integrately AI. It links Microsoft Outlook, Mailchimp, Slack, and other tools instantly.
Can I automatically sync new Microsoft Dynamics 365 CRM contacts to NationBuilder?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, NationBuilder, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and NationBuilder?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates in this integration?
Frequently Asked Questions
How are new supporter profiles created in NationBuilder?
Frequently Asked Questions
Can I automate this workflow without any coding skills?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and NationBuilder integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or NationBuilder With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to sales, analytics, and communication tools to streamline your customer management workflows.
NationBuilder
Popular NationBuilder Integrations
Sync NationBuilder with marketing, event, and productivity tools to boost your campaign engagement and outreach.