Microsoft Dynamics 365 CRM + Regfox Integration

Integrate Microsoft Dynamics 365 CRM to Regfox in one click, or tell Integrately AI how you want each registrant handled. Capture registration details, create or update your CRM contacts, alert your team, and send 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
  • Regfox
    Registrant is created in Regfox Instant
  • Regfox
    Inventory notification is created in Regfox Instant
  • Regfox
    Coupon is created in Regfox Instant
  • Regfox
    Payment is deposited in Regfox Instant
  • Regfox
    Form is published in Regfox 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

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

Capture registrant details, create CRM contacts, keep accounts updated, alert your team, and send follow-ups, all in just one click.

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

Create Microsoft Dynamics 365 CRM contact for new Regfox contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Regfox - Microsoft Dynamics 365 CRM integration, anytime a new Regfox contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Microsoft Dynamics 365 CRM + Regfox flow

Register attendees, sync CRM data, notify your team, and trigger follow-up campaigns. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Regfox
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Microsoft OutlookMicrosoft Outlook (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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ZoomZoom (8)
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StripeStripe (8)
+
Google DriveGoogle Drive (8)
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Create a Microsoft Dynamics 365 CRM contact for every new Regfox registrant, and send a welcome email in Microsoft Outlook
New Regfox registrants appear in Microsoft Dynamics 365 CRM as new contacts instantly and receive a welcome email in Microsoft Outlook.
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When a Regfox payment is deposited, update the lead in Microsoft Dynamics 365 CRM and send a confirmation email in Microsoft Outlook
Payment deposits in Regfox update your Microsoft Dynamics 365 CRM leads and trigger confirmation emails in Microsoft Outlook.
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When a Regfox form is published, create a lead in Microsoft Dynamics 365 CRM and notify your team via email in Microsoft Outlook
Published Regfox forms create leads in Microsoft Dynamics 365 CRM and notify team members via Microsoft Outlook.
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When a Regfox coupon is created, update the contact in Microsoft Dynamics 365 CRM and schedule a follow-up email in Microsoft Outlook
New Regfox coupons update Microsoft Dynamics 365 CRM contacts and trigger follow-up emails in Microsoft Outlook.
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If a Regfox registrant has VIP status, create a priority lead in Microsoft Dynamics 365 CRM and send a VIP notification email in Microsoft Outlook
VIP Regfox registrants create priority Microsoft Dynamics 365 CRM leads and trigger custom notification emails in Microsoft Outlook.
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When a Regfox inventory notification is created, update the account in Microsoft Dynamics 365 CRM and email the inventory status in Microsoft Outlook
Regfox inventory updates modify Microsoft Dynamics 365 CRM accounts and send status emails in Microsoft Outlook.
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Use Claude to analyse every new Regfox registrant, create a contact in Microsoft Dynamics 365 CRM, and send a briefing email in Microsoft Outlook
Claude analyses Regfox registrants, creates Microsoft Dynamics 365 CRM contacts, and emails briefs via Microsoft Outlook.
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When a Regfox registrant is created, create a contact in Microsoft Dynamics 365 CRM, send a welcome email in Microsoft Outlook, and add a subscriber in Mailchimp
Regfox registrants sync to Microsoft Dynamics 365 CRM, receive Outlook welcome emails, and join Mailchimp lists.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Regfox

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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Regfox
Regfox Triggers & Actions
Instant
Registrant is created in Regfox
Triggers the automation when a new registrant is created
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Instant
Inventory notification is created in Regfox
Triggers the automation when an inventory notification is generated
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Instant
Coupon is created in Regfox
Triggers the automation when a new coupon is created
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Instant
Payment is deposited in Regfox
Triggers the automation when a payment is deposited
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Instant
Form is published in Regfox
Triggers the automation when a new form is published
Try it →
No action is available

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

Streamline your event registration data flow by syncing registrants, payments, and inventory updates directly into your CRM.

What you can automate?
🎯
Sync Regfox registrants into CRM contacts
Create a new contact in Microsoft Dynamics 365 CRM automatically whenever a registrant is created in Regfox. Eliminate manual data entry and ensure sales teams have immediate access to attendee details.
📋
Capture every submitted registration field
Map all custom answers and form submissions from Regfox into your Microsoft Dynamics 365 CRM records instead of just basic names. Your CRM becomes a richer source for attendee follow-up.
🔔
Alert your team as registrations arrive
Notify your sales or support channel the moment a new registrant signs up or a payment is deposited. Keep staff informed without checking dashboard reports manually.
🔀
Branch workflows based on submitted tiers
Route VIP and enterprise registrants to priority sales sequences in Microsoft Dynamics 365 CRM while standard attendees receive automated standard processing.
🔄
Keep CRM accounts updated as forms change
Update existing Microsoft Dynamics 365 CRM accounts and leads automatically whenever form publications or inventory notifications occur in Regfox.
🔍
Search and update instead of creating duplicates
Check whether an attendee already exists in Microsoft Dynamics 365 CRM before creating a new record, keeping your database clean and free of duplicate entries.
💳
Handle payment deposits and coupon events
Trigger automated CRM updates whenever a payment is deposited or a coupon is created in Regfox, ensuring financial and sales records match.
🚀
Extend your registration flow to Slack
Connect your core Regfox and Microsoft Dynamics 365 CRM setup to Slack to post instant registration updates directly into your team collaboration channels.
And much more...

Who is Microsoft Dynamics 365 CRM + Regfox integration for?

Event organisers, sales teams, and marketers connecting registration data to customer relationship management systems to streamline follow-ups and eliminate manual data entry.

Performance marketers
Performance marketers
Event coordinators
Event coordinators
Client success managers
Client success managers
Registration managers
Registration managers
Sales executives
Sales executives
Database administrators
Database administrators
📈
Performance marketers
You're running event campaigns across multiple channels but your tracking reports only update when someone manually exports registration counts, so the metrics you're optimising against are always a few hours behind — with this integration, every new registrant lands in your CRM instantly and your dashboard stays current.
Event coordinators
You need to act fast when high-value attendees register, but you find out too late because data sits unexported in your registration platform — automating both apps means every submission triggers immediate CRM record creation and team alerts.
🤝
Client success managers
You answer to stakeholders who want to see live event pipeline progress, but compiling attendee lists by hand leaves gaps in your reports — this integration means every registration updates your database records automatically and provides a transparent history.
📊
Registration managers
The volume of daily submissions is too high for anyone to keep up with by hand, leading to missed contacts and unassigned leads — connecting these apps means high-volume attendee lists flow straight into your CRM without manual intervention.
💼
Sales executives
You own the next step and depend on event organisers to hand over attendee details before you can begin outreach, causing frustrating delays — with this integration, every new lead is created in your CRM the moment registration completes.
🗂️
Database administrators
You need a reliable history of attendee payments and coupon usage but keep finding gaps caused by human error during manual entry — automating both apps means every transaction and registrant record is logged consistently and accurately.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Regfox

Build and manage your Microsoft Dynamics 365 CRM + Regfox 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 + Regfox 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.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Regfox?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Regfox in 1 click using ready templates or ask Integrately AI to build the automation. With 1,500+ supported apps like Microsoft Outlook, Mailchimp, and Slack, you can automate your event workflows instantly.
Can I automatically create Microsoft Dynamics 365 CRM contacts when a Regfox registrant signs up?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Regfox, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Regfox?
Frequently Asked Questions
How do payment deposits in Regfox update Microsoft Dynamics 365 CRM leads?
Frequently Asked Questions
Can form publications in Regfox update Microsoft Dynamics 365 CRM accounts?
Frequently Asked Questions
Do I need coding skills to integrate Microsoft Dynamics 365 CRM and Regfox?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Regfox integration free?
Frequently Asked Questions
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