Create Pipefy card for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Pipefy Integration
Microsoft Dynamics 365 CRM + Pipefy Integration
Integrate Microsoft Dynamics 365 CRM to Pipefy in one click, or tell Integrately AI how you want each lead handled. Create operational cards, assign workflow stages, update contact details, and track tasks 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
Card is created in Pipefy Instant- Card is moved in Pipefy Instant
- Card field is updated in Pipefy Instant
- Card is completed in Pipefy Instant
- Card gets late in Pipefy Instant
- Card is expired in Pipefy Instant
- Card becomes overdue in Pipefy Instant
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
- Update card field in Pipefy
- Create card in Pipefy
- Search card in Pipefy
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Pipefy Integration
Capture leads, create operational cards, update records, track processes, and trigger follow-ups, all in just one click.
Most popular automation
Create Pipefy card for updated Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Pipefy Integration
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Connect more apps to your Microsoft Dynamics 365 CRM + Pipefy flow
Streamline communication, log support tickets, manage tasks, and handle documents once your core automation runs. Pick a combination and activate it in one click.
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Microsoft Outlook (5)
Microsoft Outlook (5) +
Slack (5)
Slack (5) +
HubSpot (5)
HubSpot (5) +
Jira Software Cloud (5)
Jira Software Cloud (5) +
Zendesk (5)
Zendesk (5) +
DocuSign (5)
DocuSign (5) M
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Create a Pipefy card from every new Microsoft Dynamics 365 CRM lead, and send a confirmation email in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads automatically generate a Pipefy card while Microsoft Outlook dispatches an introductory email, eliminating manual data entry.
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When a Microsoft Dynamics 365 CRM lead is created, create a card in Pipefy and email your team in Microsoft Outlook
Alert your operations team in Microsoft Outlook whenever a Microsoft Dynamics 365 CRM lead opens a new Pipefy card.
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When a Pipefy card is completed, update the lead in Microsoft Dynamics 365 CRM and send a summary email in Microsoft Outlook
Completed Pipefy cards update Microsoft Dynamics 365 CRM records and trigger a summary email via Microsoft Outlook automatically.
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If a Microsoft Dynamics 365 CRM opportunity is created, create a Pipefy card and send a client briefing via Microsoft Outlook
Target enterprise Microsoft Dynamics 365 CRM opportunities with automated Pipefy card creation and Microsoft Outlook briefing emails.
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Use Claude to summarise Microsoft Dynamics 365 CRM lead notes, create a Pipefy card, and email the briefing via Microsoft Outlook
AI-summarised Microsoft Dynamics 365 CRM lead notes populate Pipefy cards and trigger Microsoft Outlook briefing emails.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Pipefy
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 → Pipefy Triggers & Actions
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it → Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it → Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it → Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it → What can you automate with Microsoft Dynamics 365 CRM + Pipefy?
Streamline your sales and operational workflows by syncing data between Microsoft Dynamics 365 CRM and Pipefy instantly.
🎯
Create Pipefy cards from Microsoft Dynamics 365 CRM leads
Automatically generate a new operational card in Pipefy the moment a lead is created in Microsoft Dynamics 365 CRM. Eliminate manual copy-pasting and ensure immediate handoff to your operations team.
📋
Capture every submitted lead field and contact attribute
Map all available Microsoft Dynamics 365 CRM attributes into separate Pipefy card fields instead of just names and emails. Your operational boards become complete reference sources for review.
🔔
Alert your team instantly when new records arrive
Trigger instant notifications in messaging channels or email inboxes as soon as Microsoft Dynamics 365 CRM records initiate workflows in Pipefy, keeping everyone aligned.
🔀
Route records based on submitted field criteria
Send enterprise leads to specialized Pipefy boards while routing standard accounts to general workflows based on criteria submitted in Microsoft Dynamics 365 CRM.
🔄
Keep operational cards synchronized as records change
Update Pipefy card fields automatically whenever a contact, lead, or account is modified in Microsoft Dynamics 365 CRM, ensuring your operations team sees current data.
🔍
Search and update existing records without duplicates
Check for existing records before creating new entries, updating current Pipefy cards or Microsoft Dynamics 365 CRM leads to maintain a clean database.
✅
Handle later status changes and completed workflows
Sync milestone completions, order fulfilments, or card closures across Microsoft Dynamics 365 CRM and Pipefy to keep both platforms perfectly aligned.
🌐
Extend operational workflows into team collaboration tools
Connect Microsoft Dynamics 365 CRM and Pipefy with Slack, Microsoft Outlook, or HubSpot to notify stakeholders and schedule follow-ups automatically.
And much more...
Who is Microsoft Dynamics 365 CRM + Pipefy integration for?
Connecting Microsoft Dynamics 365 CRM and Pipefy streamlines customer data and operations, helping teams run workflows without manual data transfer.
Sales Operations Managers
Customer Support Leads
Account Executives
Operations Coordinators
Project Managers
Data Compliance Officers
📈
Sales Operations Managers
You report on pipeline conversion metrics and decide strategy from them, but your operational tracking sheet only updates when someone manually exports records, so the stage counts you're reviewing are always a few hours behind — with this integration, every new lead lands in Pipefy instantly and your data stays current.
⚡
Customer Support Leads
You need to act fast on incoming customer issues, but you find out too late when cases sit unassigned in Microsoft Dynamics 365 CRM before anyone creates a tracking workflow — with this integration, every new case triggers a Pipefy card instantly and your response times improve.
🤝
Account Executives
You answer to clients who want to see immediate progress on their onboarding documents, but manual handoffs between sales and operations cause costly delays — with this integration, every updated quote or opportunity in Microsoft Dynamics 365 CRM creates operational workflows in Pipefy automatically.
🔄
Operations Coordinators
The volume of incoming customer records is too high for anyone to keep up by hand, leading to missed tasks and inconsistent process tracking across systems — with this integration, every contact and account change in Microsoft Dynamics 365 CRM syncs to Pipefy without manual entry.
📋
Project Managers
You own the delivery phase and depend on sales teams upstream to hand over customer requirements, but details frequently get lost in translation between systems — with this integration, every closed opportunity in Microsoft Dynamics 365 CRM builds an operational card in Pipefy instantly.
🗂️
Data Compliance Officers
You need a reliable audit history for every customer interaction, but keep finding gaps where manual record updates were missed or delayed — with this integration, every lead, contact, and case update flows seamlessly between Microsoft Dynamics 365 CRM and Pipefy.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Pipefy
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Connect Microsoft Dynamics 365 CRM + Pipefy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Pipefy?
You can connect Microsoft Dynamics 365 CRM to Pipefy in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows alongside apps like Slack, HubSpot, and Zendesk.
Can I automatically create a Pipefy card when a new lead is created in Microsoft Dynamics 365 CRM?
Can I connect Microsoft Dynamics 365 CRM, Pipefy, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Pipefy?
How does Microsoft Dynamics 365 CRM handle lead and contact synchronization here?
How does Pipefy manage card updates during automated workflows?
Can I automate Microsoft Dynamics 365 CRM and Pipefy without coding?
Is the Microsoft Dynamics 365 CRM and Pipefy integration free?
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