Microsoft Dynamics 365 CRM + Pendo Feedback Integration

Integrate Microsoft Dynamics 365 CRM to Pendo Feedback in one click, or tell Integrately AI how you want each request handled. Track customer requests, create and update leads, sync records, 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
  • Pendo Feedback
    Request is created in Pendo Feedback Instant
  • Pendo Feedback
    Request status is changed in Pendo Feedback Instant
  • Pendo Feedback
    Comment is added to a request in Pendo Feedback 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

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Pendo Feedback Integration

Capture customer requests, create matching leads, update contact details, and trigger internal alerts, all in just one click.

Most popular automationsmost-popular-automations
Pendo Feedback + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Pendo Feedback request

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

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

Sync customer requests with project boards, chat channels, and support tickets to keep your whole team aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Pendo Feedback
+
Jira Software CloudJira Software Cloud (8)
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SlackSlack (8)
+
Microsoft OutlookMicrosoft Outlook (8)
+
HubSpotHubSpot (8)
+
ZendeskZendesk (8)
+
Microsoft TeamsMicrosoft Teams (8)
P
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Create a Microsoft Dynamics 365 CRM lead and a Jira Software Cloud issue from every new Pendo Feedback request.
New Pendo Feedback requests immediately generate a matching lead in Microsoft Dynamics 365 CRM and an issue in Jira Software Cloud, eliminating manual data entry.
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When a new Pendo Feedback request arrives, create a Microsoft Dynamics 365 CRM contact and add a tracking comment in Jira Software Cloud.
Inbound feedback automatically logs a contact in Microsoft Dynamics 365 CRM and posts an update in Jira Software Cloud so tracking stays current.
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When a Pendo Feedback request status changes, update the Microsoft Dynamics 365 CRM lead and update the Jira Software Cloud issue.
Status updates in Pendo Feedback automatically refresh your Microsoft Dynamics 365 CRM lead and update the corresponding Jira Software Cloud issue.
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When a comment is added to a Pendo Feedback request, search the Microsoft Dynamics 365 CRM lead and create an issue in Jira Software Cloud.
New comments on Pendo Feedback requests trigger a search for the Microsoft Dynamics 365 CRM lead before opening an issue in Jira Software Cloud.
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If a Pendo Feedback request is high priority, create a Microsoft Dynamics 365 CRM account and open a priority issue in Jira Software Cloud.
High-priority Pendo Feedback submissions automatically create a Microsoft Dynamics 365 CRM account and set up an urgent issue in Jira Software Cloud.
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When a Pendo Feedback request is marked resolved, update the Microsoft Dynamics 365 CRM lead and close the Jira Software Cloud issue.
Resolved Pendo Feedback requests update your Microsoft Dynamics 365 CRM lead records and close out the issue in Jira Software Cloud automatically.
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Use Claude to analyse every new Pendo Feedback request. If urgent, create a Microsoft Dynamics 365 CRM lead and open a Jira Software Cloud issue.
Claude evaluates incoming Pendo Feedback requests so urgent items automatically create a Microsoft Dynamics 365 CRM lead and a Jira Software Cloud issue.
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Turn every Pendo Feedback request into a Microsoft Dynamics 365 CRM lead, create a Jira Software Cloud issue, and notify your team in Slack.
Every Pendo Feedback request becomes a Microsoft Dynamics 365 CRM lead, a Jira Software Cloud issue, and an instant notification in Slack.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Pendo Feedback

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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Pendo Feedback
Pendo Feedback Triggers & Actions
Instant
Request is created in Pendo Feedback
Triggers the automation when a new request is created
Try it โ†’
Instant
Request status is changed in Pendo Feedback
Triggers the automation when the status of a request is updated
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Instant
Comment is added to a request in Pendo Feedback
Triggers the automation when a comment is added to a request
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No action is available

What can you automate with Microsoft Dynamics 365 CRM + Pendo Feedback?

Streamline your feedback loops and lead management by connecting Microsoft Dynamics 365 CRM and Pendo Feedback for automated workflows.

What you can automate?
๐Ÿงพ
Create Microsoft Dynamics 365 CRM leads from Pendo Feedback requests automatically
Turn every new customer request into a tracked lead in Microsoft Dynamics 365 CRM the moment it is submitted in Pendo Feedback. Eliminate manual copying and keep your sales and product data fully aligned.
๐Ÿ“‹
Capture every submitted request detail and custom field
Map all available Pendo Feedback request fields, comments, and metadata directly into your Microsoft Dynamics 365 CRM records. Your CRM becomes a richer source for analysis and follow-up.
๐Ÿ””
Alert your team instantly when urgent feedback arrives
Send automated notifications to the right team members as soon as high-priority requests or comments land in Pendo Feedback, ensuring fast response times.
๐Ÿ”€
Route requests based on priority or category
Perform different actions in Microsoft Dynamics 365 CRM depending on the specific attributes or tags submitted in Pendo Feedback requests, routing enterprise requests differently from standard ones.
๐Ÿ”„
Keep CRM lead records synchronized as requests change
Automatically update Microsoft Dynamics 365 CRM lead contact details and notes whenever corresponding information is edited in Pendo Feedback.
๐Ÿ”
Upsert records to prevent duplicate leads and accounts
Search existing Microsoft Dynamics 365 CRM records before creating new ones, updating existing accounts or contacts when a returning customer submits new feedback.
โœ…
Handle request status updates and resolutions
Trigger automated updates in Microsoft Dynamics 365 CRM whenever a Pendo Feedback request moves through stages like planned, in progress, or completed.
๐Ÿ’ฌ
Extend your feedback pipeline to team chat channels
Connect your core Pendo Feedback and Microsoft Dynamics 365 CRM flow with Slack to broadcast new request alerts and keep stakeholders informed across platforms.
And much more...

Who is Microsoft Dynamics 365 CRM + Pendo Feedback integration for?

Connecting Microsoft Dynamics 365 CRM to Pendo Feedback streamlines feedback management and lead generation, helping teams track customer requests without manual data entry.

Product Managers
Product Managers
Sales Representatives
Sales Representatives
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
Support Managers
Support Managers
Operations Directors
Operations Directors
๐Ÿ“ˆ
Product Managers
You're reviewing feature requests in Pendo Feedback but your CRM pipeline only updates when someone manually exports data, so the lead counts you're reporting against are always a few hours behind โ€” with this integration, every new request creates a lead instantly and your pipeline stays current.
โšก
Sales Representatives
You're waiting for customer feedback to identify upsell opportunities, but requests sit unnoticed in Pendo Feedback until someone pings you on chat, so potential deals go cold โ€” automating both apps means every request becomes a CRM lead instantly so you can reach out right away.
๐Ÿค
Account Executives
You're updating clients on their feature requests during check-ins, but tracking progress across Pendo Feedback and Microsoft Dynamics 365 CRM manually leads to awkward gaps in your updates โ€” connecting these apps means every status change updates your records automatically and your client reviews run smoothly.
๐Ÿ“Š
Customer Success Leads
You're managing hundreds of inbound customer feature requests every week, but copying them into Microsoft Dynamics 365 CRM by hand creates backlogs and missed entries โ€” with this integration, every submission syncs instantly and your team handles high volumes without burnout.
๐Ÿ’ผ
Support Managers
You're waiting for product feedback to be triaged in Pendo Feedback before you can update customer accounts in Microsoft Dynamics 365 CRM, leading to delayed handoffs โ€” automating both apps means every new request flows straight into your CRM so you can pick up the next step immediately.
๐Ÿ—‚๏ธ
Operations Directors
You're auditing customer request histories across multiple platforms, but disconnected tools leave missing records and fragmented timelines โ€” integrating these apps means every request and lead matches up perfectly and your operational history remains bulletproof.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Pendo Feedback

Build and manage your Microsoft Dynamics 365 CRM + Pendo Feedback 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 + Pendo Feedback with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
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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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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Pendo Feedback?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Pendo Feedback instantly using 1-click workflows or Integrately AI. It also supports Slack, HubSpot, Zendesk, and 1,500+ other apps.
Can I automatically create Microsoft Dynamics 365 CRM leads when a new Pendo Feedback request is submitted?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Pendo Feedback, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Pendo Feedback?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead creation during feedback syncing?
Frequently Asked Questions
How does Pendo Feedback track request status changes for automation?
Frequently Asked Questions
Do I need coding skills to set up Microsoft Dynamics 365 CRM and Pendo Feedback automations?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Pendo Feedback integration free?
Frequently Asked Questions
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