Microsoft Dynamics 365 CRM + PostGrid Print and Mail Integration

Integrate Microsoft Dynamics 365 CRM to PostGrid Print and Mail in one click, or tell Integrately AI how you want each lead handled. Send letters and postcards, update your CRM records, and trigger follow-up actions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created 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
  • PostGrid Print and Mail
    Letter is created in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Letter is updated in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Postcard is created in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Postcard is updated in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Cheque is created in PostGrid Print and Mail Instant
  • PostGrid Print and Mail
    Cheque is updated in PostGrid Print and Mail 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
  • PostGrid Print and Mail
    Create postcard in PostGrid Print and Mail
  • PostGrid Print and Mail
    Create cheque in PostGrid Print and Mail
  • PostGrid Print and Mail
    Create contact in PostGrid Print and Mail
  • PostGrid Print and Mail
    Create letter in PostGrid Print and Mail

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + PostGrid Print and Mail Integration

Send printed mail, manage contact records, keep customer profiles updated, and trigger follow-up tasks, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + PostGrid Print and Mail Integration

Create PostGrid Print and Mail 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 PostGrid Print and Mail 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 PostGrid Print and Mail.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + PostGrid Print and Mail flow

Automatically sync print mail tasks with your communication tools, spreadsheets, and financial systems once the core workflow finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
PostGrid Print and Mail
+
Microsoft OutlookMicrosoft Outlook (6)
+
Microsoft ExcelMicrosoft Excel (6)
+
Microsoft TeamsMicrosoft Teams (6)
+
HubSpotHubSpot (6)
+
StripeStripe (6)
+
QuickBooks OnlineQuickBooks Online (6)
M
P
M
Create a PostGrid Print and Mail letter when a Microsoft Dynamics 365 CRM lead is created, and send a notification email in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads trigger a physical letter in PostGrid Print and Mail and notify your inbox in Microsoft Outlook instantly.
M
P
M
Log a Microsoft Dynamics 365 CRM contact update, generate a PostGrid Print and Mail postcard, and email the update in Microsoft Outlook
Keep your team updated in Microsoft Outlook whenever a Microsoft Dynamics 365 CRM contact triggers a postcard in PostGrid Print and Mail.
M
P
M
When a Microsoft Dynamics 365 CRM opportunity is created, generate a PostGrid Print and Mail cheque and email the finance team in Microsoft Outlook
Automate financial mailings in PostGrid Print and Mail from Microsoft Dynamics 365 CRM opportunities and alert finance in Microsoft Outlook.
M
P
M
If a Microsoft Dynamics 365 CRM lead is updated with a high value, mail a PostGrid Print and Mail letter and email executives in Microsoft Outlook
High-value lead updates in Microsoft Dynamics 365 CRM trigger a priority letter in PostGrid Print and Mail and an executive alert in Microsoft Outlook.
M
P
M
Use Claude to summarise Microsoft Dynamics 365 CRM lead notes, create a PostGrid Print and Mail letter, and email the brief via Microsoft Outlook
AI analysis in Claude turns Microsoft Dynamics 365 CRM notes into a PostGrid Print and Mail letter and an Outlook briefing.
M
P
M
M
Turn every Microsoft Dynamics 365 CRM contact creation into a PostGrid Print and Mail letter, log it in Excel, and email the team in Microsoft Outlook
A four-step pipeline synchronises Microsoft Dynamics 365 CRM contacts with PostGrid Print and Mail, Excel, and Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and PostGrid Print and Mail

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it →
Sales order is created in Microsoft Dynamics 365 CRM
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
Try it →
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 →
PostGrid Print and Mail
PostGrid Print and Mail Triggers & Actions
Instant
Letter is created in PostGrid Print and Mail
Triggers the automation when a new letter is created
Try it →
Instant
Letter is updated in PostGrid Print and Mail
Triggers the automation when an existing letter is updated
Try it →
Instant
Postcard is created in PostGrid Print and Mail
Triggers the automation when a new postcard is created
Try it →
Instant
Postcard is updated in PostGrid Print and Mail
Triggers the automation when an existing postcard is updated
Try it →
Instant
Cheque is created in PostGrid Print and Mail
Triggers the automation when a new cheque is created
Try it →
Instant
Cheque is updated in PostGrid Print and Mail
Triggers the automation when a new cheque is updated
Try it →
Create postcard in PostGrid Print and Mail
Creates a new postcard
Try it →
Create cheque in PostGrid Print and Mail
Creates a new cheque
Try it →
Create contact in PostGrid Print and Mail
Creates a new contact
Try it →
Create letter in PostGrid Print and Mail
Creates a new letter
Try it →

What can you automate with Microsoft Dynamics 365 CRM + PostGrid Print and Mail?

Streamline your physical mail operations directly from CRM triggers with ready-made workflows.

What you can automate?
📨
Send physical letters from new CRM leads
Trigger a physical letter in PostGrid Print and Mail automatically the moment a new lead or contact is created in Microsoft Dynamics 365 CRM. Eliminate manual printing and mailing tasks completely.
📋
Capture every submitted contact detail
Map complete address fields, names, and custom attributes from Microsoft Dynamics 365 CRM directly into PostGrid Print and Mail templates. Ensure flawless delivery on every mail piece.
🔔
Notify your team when mail is generated
Alert your sales or fulfillment staff instantly via email or chat whenever PostGrid Print and Mail creates a new letter, postcard, or cheque from a CRM trigger.
🔀
Route mail types based on CRM fields
Send a priority letter for enterprise accounts and a standard postcard for regular leads based on custom field values submitted in Microsoft Dynamics 365 CRM.
🔄
Keep customer addresses updated in sync
Update mailing specifications in PostGrid Print and Mail automatically whenever contact information or account details change within Microsoft Dynamics 365 CRM.
🚫
Prevent duplicate mailings with smart upsert
Search existing contact and account records before generating mail pieces to avoid sending duplicate letters or cheques to the same recipient.
💳
Handle financial disbursements and cheques
Generate cheques or financial notices in PostGrid Print and Mail automatically when a sales order or opportunity status updates in Microsoft Dynamics 365 CRM.
🔗
Extend workflows to your favorite apps
Connect your core Microsoft Dynamics 365 CRM and PostGrid Print and Mail workflow with Microsoft Outlook, Excel, Teams, or HubSpot to keep your entire tech stack aligned.
And much more...

Who is Microsoft Dynamics 365 CRM + PostGrid Print and Mail integration for?

This integration helps sales, marketing, and operations teams streamline physical mailing workflows and keep customer records synchronised without manual data entry.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Fulfillment Coordinators
Fulfillment Coordinators
Marketing Specialists
Marketing Specialists
Compliance Officers
Compliance Officers
📈
Sales Operations Managers
You're reviewing conversion metrics in Microsoft Dynamics 365 CRM but your mailing logs are stored separately, so your campaign reporting is always missing physical touchpoint data — this integration means every dispatched letter and postcard syncs automatically and your reports stay accurate.
Account Executives
You need to dispatch physical contracts and welcome kits immediately when a lead converts in Microsoft Dynamics 365 CRM, but manual printing bottlenecks cause costly delays — automating both apps means your mail pieces dispatch the second a lead record is created.
🤝
Client Success Leads
You answer to key clients who expect physical check-ins and direct mail updates, but keeping track of manual mailings leads to oversight — with this integration, every client milestone in Microsoft Dynamics 365 CRM triggers a verified postcard or letter instantly.
📦
Fulfillment Coordinators
The volume of new customer accounts in Microsoft Dynamics 365 CRM is too high for your team to process mailings by hand, leading to a backlog of unprinted documents — automating these workflows means bulk letters and cheques generate without manual intervention.
🔄
Marketing Specialists
You depend on upstream sales representatives to log contact updates in Microsoft Dynamics 365 CRM before you can launch targeted direct mail campaigns, resulting in missed follow-ups — connecting these apps means your mailing triggers fire the moment contact data changes.
📋
Compliance Officers
You need a reliable history of all physical correspondence sent to clients, but manual logging leaves gaps and audit trails incomplete — this integration means every letter, postcard, and cheque is accurately tracked alongside your CRM activity.
Our team

Ready Workflows 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 CRM + PostGrid Print and Mail

Build and manage your Microsoft Dynamics 365 CRM + PostGrid Print and Mail 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 + PostGrid Print and Mail 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to PostGrid Print and Mail?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to PostGrid Print and Mail instantly using Integrately. Enjoy 1-click automation setup and use Integrately AI to configure custom workflows alongside Microsoft Outlook, Excel, and Teams.
Can I automatically send physical letters when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, PostGrid Print and Mail, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and PostGrid Print and Mail?
Frequently Asked Questions
How do contact updates in Microsoft Dynamics 365 CRM trigger PostGrid Print and Mail postcards?
Frequently Asked Questions
Can I generate cheques in PostGrid Print and Mail from Microsoft Dynamics 365 CRM opportunities?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and PostGrid Print and Mail?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and PostGrid Print and Mail integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or PostGrid Print and Mail With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to leading sales, marketing, and support platforms to streamline your customer relationship management.
PostGrid Print and Mail
Popular PostGrid Print and Mail Integrations
Sync PostGrid Print and Mail with document, shipping, and ERP tools to optimize your physical mailing and fulfillment operations.