Microsoft Dynamics 365 CRM + PhoneBurner Integration

Integrate Microsoft Dynamics 365 CRM to PhoneBurner in one click, or tell Integrately AI how you want each lead handled. Sync new contacts, update dialing lists, alert your team, 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
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
  • PhoneBurner
    Create contact in PhoneBurner
  • PhoneBurner
    Update contact in PhoneBurner
  • PhoneBurner
    Search contact by email in PhoneBurner

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

Capture leads, sync contacts to your dialing platform, update records, and trigger follow-ups, all in just one click.

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

Create PhoneBurner contact 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 PhoneBurner 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 contact will automatically be created in PhoneBurner.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Microsoft Dynamics 365 CRM + PhoneBurner flow

Sync your new leads and contacts with email, calendar, spreadsheet, and messaging tools to keep your entire sales stack aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
PhoneBurner
+
Microsoft OutlookMicrosoft Outlook (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
M
P
M
Create a PhoneBurner contact for every new Microsoft Dynamics 365 CRM lead, and send a welcome email in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads instantly appear in PhoneBurner as contacts while Microsoft Outlook sends a welcome email, removing manual entry steps.
M
P
M
Send an email notification in Microsoft Outlook whenever a contact is updated in Microsoft Dynamics 365 CRM and added to PhoneBurner
Updated Microsoft Dynamics 365 CRM contact details sync to PhoneBurner while Microsoft Outlook notifies your team of the change.
M
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Create a calendar event in Microsoft Outlook for every Microsoft Dynamics 365 CRM lead added to PhoneBurner
Schedule follow-up meetings in Microsoft Outlook automatically when new Microsoft Dynamics 365 CRM leads sync to PhoneBurner.

Supported triggers and actions for Microsoft Dynamics 365 CRM and PhoneBurner

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
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 →
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
Try it →
Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
Try it →
Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
Try it →
Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
Try it →
Create account in Microsoft Dynamics 365 CRM
Generates a new account
Try it →
Search account in Microsoft Dynamics 365 CRM
Searches for account information
Try it →
Update account in Microsoft Dynamics 365 CRM
Updates account information
Try it →
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
Try it →
Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
Try it →
Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
Try it →
Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
Try it →
Search case in Microsoft Dynamics 365 CRM
Searches for a case record
Try it →
Get account by ID in Microsoft Dynamics 365 CRM
Try it →
PhoneBurner
PhoneBurner Triggers & Actions
No trigger is available
Create contact in PhoneBurner
Adds a new contact to the database
Try it →
Update contact in PhoneBurner
Updates contact information with new details
Try it →
Search contact by email in PhoneBurner
Finds and retrieves contact information using their email address
Try it →

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

Streamline your outbound sales operations by syncing leads, updating contact details, and automating follow-up communications across both platforms.

What you can automate?
Sync new leads directly to your dialer
Capture leads created in Microsoft Dynamics 365 CRM and add them as contacts in PhoneBurner instantly. Outbound reps can begin dialing prospects without manual data entry.
📋
Map every submitted field across systems
Transfer comprehensive contact attributes, company names, and phone numbers from Microsoft Dynamics 365 CRM into PhoneBurner. Your calling lists contain complete background context for every dial session.
🔔
Alert your sales team immediately
Send instant notifications to your team in Slack or Microsoft Outlook whenever high-priority leads sync from Microsoft Dynamics 365 CRM to PhoneBurner.
🔀
Route contacts based on specific lead fields
Direct leads to different calling sequences in PhoneBurner depending on the tier or status assigned in Microsoft Dynamics 365 CRM.
🔄
Keep contact records continuously updated
Ensure modifications made to contact records in Microsoft Dynamics 365 CRM automatically propagate to PhoneBurner without manual list re-imports.
🛡️
Prevent duplicate records in your dialer
Search existing contacts in PhoneBurner before creating new records, ensuring your sales lists remain clean and organised.
📊
Log call outcomes and stage updates
Update opportunity stages in Microsoft Dynamics 365 CRM when outbound sales interactions progress in PhoneBurner, keeping pipelines current.
📈
Extend your sales workflow to Google Sheets
Automatically append new Microsoft Dynamics 365 CRM leads and PhoneBurner contact records to Google Sheets for reporting and analysis.
And much more...

Who is Microsoft Dynamics 365 CRM + PhoneBurner integration for?

Sales teams, account managers, and business owners relying on Microsoft Dynamics 365 CRM and PhoneBurner benefit by automating lead handoffs and keeping outbound dialing lists updated instantly.

Sales operations managers
Sales operations managers
Outbound sales reps
Outbound sales reps
Account executives
Account executives
Inside sales teams
Inside sales teams
Lead qualification specialists
Lead qualification specialists
CRM administrators
CRM administrators
📈
Sales operations managers
You're reviewing conversion metrics in Microsoft Dynamics 365 CRM but your dialing records only update when someone manually exports lists, so the performance numbers you report on are always hours behind — integrating these apps means every new lead syncs to PhoneBurner instantly and your reports stay accurate.
Outbound sales reps
You're managing inbound leads in Microsoft Dynamics 365 CRM but dialing them manually in PhoneBurner takes too long, so hot prospects sit waiting in the queue while competitors reach them first — with this integration, new leads appear in your dialer immediately so you can engage prospects without delay.
🤝
Account executives
You're updating opportunity stages in Microsoft Dynamics 365 CRM but clients asking for progress updates see outdated communication logs, so trust erodes while teams scramble to verify call history — automating both apps means every touchpoint logs automatically and stakeholder reviews show real-time progress.
📞
Inside sales teams
You're handling hundreds of new leads daily in Microsoft Dynamics 365 CRM but manually pushing them into PhoneBurner overwhelms your team, so records get missed during peak hours — this integration means high-volume lead routing happens effortlessly and zero prospects slip through the cracks.
🎯
Lead qualification specialists
You're qualifying leads inside Microsoft Dynamics 365 CRM but outbound callers wait for manual list handoffs before starting outreach, so valuable conversation windows close before dialing begins — connecting these apps means qualified leads route straight to your dialer queue for immediate follow-up.
📋
CRM administrators
You're tracking customer accounts in Microsoft Dynamics 365 CRM but disconnected dialing tools create frustrating gaps in communication histories, so reps repeat questions on calls — automating both apps means every call activity syncs back to your CRM for a complete customer timeline.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + PhoneBurner

Build and manage your Microsoft Dynamics 365 CRM + PhoneBurner 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 + PhoneBurner 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
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2
Connect Accounts
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to PhoneBurner?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to PhoneBurner instantly using 1-click automation setup on Integrately, with support for Microsoft Outlook, Calendly, Slack, Gmail, Mailchimp, Google Sheets, and 1,500+ other apps. You can activate ready-made flows or ask Integrately AI to build your custom workflow.
Can I automatically sync new Microsoft Dynamics 365 CRM leads to PhoneBurner?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, PhoneBurner, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and PhoneBurner?
Frequently Asked Questions
How do contact updates handle between Microsoft Dynamics 365 CRM and PhoneBurner?
Frequently Asked Questions
Can I prevent duplicate contacts when syncing Microsoft Dynamics 365 CRM to PhoneBurner?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and PhoneBurner?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and PhoneBurner integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or PhoneBurner With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to CRMs, email tools, and invoicing platforms to manage your customer relationships.
PhoneBurner
Popular PhoneBurner Integrations
Sync PhoneBurner with email, calendar, and reporting tools to keep your sales workflow connected.