Microsoft Dynamics 365 CRM + Recurly Integration

Integrate Microsoft Dynamics 365 CRM to Recurly in one click, or tell Integrately AI how you want each contact handled. Create accounts, sync subscription details, alert your team, and update your records 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
  • Recurly
    Subscription is created in Recurly Instant
  • Recurly
    Invoice is created in Recurly Instant
  • Recurly
    Transaction is made in Recurly
  • Recurly
    Account is created in Recurly
  • Recurly
    Subscription is expired in Recurly Instant
  • Recurly
    Subscription is canceled in Recurly Instant
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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
  • Recurly
    Create contact in Recurly
  • Recurly
    Update contact in Recurly

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

Create accounts, sync subscription details, update records, and notify your team, all in just one click.

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

Create Recurly account 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 Recurly 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 account will automatically be created in Recurly.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Recurly + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Recurly account

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and Recurly account can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your Microsoft Dynamics 365 CRM + Recurly flow

Keep your billing, marketing, and communication tools aligned as subscriptions change. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Recurly
+
HubspotHubspot (8)
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
ZendeskZendesk (8)
M
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Add every new Microsoft Dynamics 365 CRM contact to Recurly, and create the contact in HubSpot.
New Microsoft Dynamics 365 CRM contacts appear in Recurly instantly and get logged in HubSpot, so your sales and billing records stay perfectly aligned.
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When a Recurly invoice is created, update the Microsoft Dynamics 365 CRM contact and add a contact in HubSpot.
Invoice events in Recurly trigger updates in Microsoft Dynamics 365 CRM and log the billing activity in HubSpot automatically.
M
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When a Microsoft Dynamics 365 CRM account is updated, update Recurly and update the contact in HubSpot.
Account changes in Microsoft Dynamics 365 CRM flow directly into Recurly and HubSpot to keep customer profiles consistent.
R
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Create a HubSpot task for every new Recurly subscription, and update Microsoft Dynamics 365 CRM.
New Recurly subscriptions create an immediate follow-up task in HubSpot and update Microsoft Dynamics 365 CRM records.
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If a Microsoft Dynamics 365 CRM lead is created, create a Recurly contact and add a contact in HubSpot.
New Microsoft Dynamics 365 CRM leads automatically provision a Recurly account and get tracked in HubSpot.
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When a Recurly subscription is canceled, update Microsoft Dynamics 365 CRM and update the contact in HubSpot.
Canceled subscriptions in Recurly update Microsoft Dynamics 365 CRM and refresh HubSpot contact statuses instantly.
M
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Use Claude to analyse every new Microsoft Dynamics 365 CRM opportunity, update Recurly, and create a HubSpot contact.
AI analyses Microsoft Dynamics 365 CRM opportunities while Recurly and HubSpot receive synchronized contact updates.
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When a Microsoft Dynamics 365 CRM case is created, update Recurly, create a HubSpot contact, and notify Slack.
Support cases in Microsoft Dynamics 365 CRM update Recurly, log in HubSpot, and alert your team on Slack.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Recurly

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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Recurly
Recurly Triggers & Actions
Instant
Subscription is created in Recurly
Triggers the automation when a new subscription is created
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Instant
Invoice is created in Recurly
Triggers the automation when any invoice is added or modified
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Transaction is made in Recurly
Triggers the automation when a new transaction occurs
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Account is created in Recurly
Triggers the automation when a new account is created
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Instant
Subscription is expired in Recurly
Triggers the automation when a subscription is expired
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Instant
Subscription is canceled in Recurly
Triggers the automation when a subscription is canceled
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Create contact in Recurly
Adds a new contact to the database
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Update contact in Recurly
Updates contact information with new details
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What can you automate with Microsoft Dynamics 365 CRM + Recurly?

Streamline subscription management and CRM data flow with automated triggers and actions.

What you can automate?
🔄
Sync contacts between Microsoft Dynamics 365 CRM and Recurly
Automatically create or update contacts in Recurly whenever a contact is created in Microsoft Dynamics 365 CRM, ensuring your customer database remains unified.
📋
Capture every submitted field and subscription detail
Map all available contact fields and subscription attributes between Microsoft Dynamics 365 CRM and Recurly so no important customer data is lost.
🔔
Alert your team instantly on subscription events
Notify your sales or billing team the moment a new subscription is created or a transaction is made in Recurly.
🔀
Route records based on submitted subscription tier
Execute different actions depending on specific subscription or account criteria submitted in Microsoft Dynamics 365 CRM or Recurly.
🔄
Keep destination records up to date as accounts change
Automatically update Microsoft Dynamics 365 CRM contacts and accounts whenever subscription statuses or invoices change in Recurly.
🛡️
Prevent duplicate records with smart matching
Search and update existing records instead of creating duplicate entries when processing recurring billing events.
Manage later status changes like cancellations and expirations
Trigger automated workflows when Recurly subscriptions are canceled or expired to update your CRM and retention lists.
🔌
Extend your workflow to marketing and support tools
Connect your core pair with tools like Slack, HubSpot, or Mailchimp to expand your multi-step automation pipelines.
And much more...

Who is Microsoft Dynamics 365 CRM + Recurly integration for?

Connecting Microsoft Dynamics 365 CRM and Recurly eliminates manual data entry between your sales pipeline and subscription management workflows.

Revenue operations managers
Revenue operations managers
Sales team leads
Sales team leads
Account managers
Account managers
Customer success directors
Customer success directors
Billing specialists
Billing specialists
CRM administrators
CRM administrators
📈
Revenue operations managers
You rely on accurate subscription and CRM data for forecasting, but manual data transfers leave your dashboards outdated — this integration means every new contact and transaction syncs instantly and your reports stay current.
Sales team leads
You need to act fast when subscription renewals or billing issues occur, but delays in finding out cost you accounts — automating both apps means your team receives instant alerts and customer records update immediately.
🤝
Account managers
You answer to clients who expect their CRM records and billing profiles to match perfectly, but discrepancies cause friction — with this integration, customer data stays consistent across both platforms without manual checks.
📊
Customer success directors
The volume of new subscribers is too high for your team to keep up with by hand, leading to missed onboarding tasks — connecting these apps means every new subscription automatically triggers follow-up actions and account updates.
💼
Billing specialists
You own the invoicing workflow and depend on sales to hand over contact details upstream, but missing entries stall billing — this integration means billing profiles are created the moment a contact enters your CRM.
🗂️
CRM administrators
You need a reliable customer history in Microsoft Dynamics 365 CRM, but billing events in Recurly leave gaps in the record — automating both apps means every invoice and transaction logs directly to the correct contact.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Recurly

Build and manage your Microsoft Dynamics 365 CRM + Recurly 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 + Recurly 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Recurly?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Recurly instantly using ready workflows on Integrately. Choose a pre-built template or ask Integrately AI to set up your integration with apps like HubSpot, Slack, and Stripe in just 1-click.
Can I automatically sync Recurly subscriptions when a Microsoft Dynamics 365 CRM contact is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Recurly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Recurly?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates in this integration?
Frequently Asked Questions
How does Recurly handle subscription creation events?
Frequently Asked Questions
Can I automate these apps without writing code?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Recurly integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Recurly With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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