Microsoft Dynamics 365 CRM + Rezdy Integration

Q: Can I automatically create Microsoft Dynamics 365 CRM leads from Rezdy orders?

Every new Rezdy order can automatically create a lead in Microsoft Dynamics 365 CRM without manual data entry. Start from a ready workflow in 1 click or use Integrately AI to configure custom mapping.

Q: Can I connect Microsoft Dynamics 365 CRM, Rezdy, and Slack?

You can easily connect Microsoft Dynamics 365 CRM, Rezdy, and Slack together in a single multi-step automation. When an order is created in Rezdy, it creates a lead in Microsoft Dynamics 365 CRM and posts an alert to your sales channel in Slack, along with Mailchimp, Zoom, and 1,500+ other apps.

Q: What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Rezdy?

Most alternatives charge more and offer less flexibility, whereas Integrately provides 20 million+ templates, 24/5 live chat support, and AI-assisted workflow building for Microsoft Dynamics 365 CRM and Rezdy.

Q: How do contact and lead updates work between Microsoft Dynamics 365 CRM and Rezdy?

Contact details and customer updates flow automatically between platforms using pre-built triggers. Start from a ready automation to keep your CRM records current whenever guest information changes in Rezdy.

Q: Can I trigger workflows when a Rezdy order is canceled?

Order cancellations in Rezdy can trigger automated updates in Microsoft Dynamics 365 CRM. Choose from ready workflows to update lead statuses and notify team channels instantly.

Q: Do I need coding skills to set up Microsoft Dynamics 365 CRM and Rezdy automations?

You do not need any coding skills to connect Microsoft Dynamics 365 CRM and Rezdy. Use 1-click ready templates or describe your exact workflow to Integrately AI.

Q: Is the Microsoft Dynamics 365 CRM and Rezdy integration free?

The Microsoft Dynamics 365 CRM and Rezdy integration is available on a free forever plan with access to ready workflows and automated tasks.

Integrate Microsoft Dynamics 365 CRM to Rezdy in one click, or tell Integrately AI how you want each booking handled. Capture new orders, create CRM leads, update contact details, and notify your team instantly.

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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
Order is created in Rezdy Instant
Order is updated in Rezdy Instant
Order is canceled in Rezdy Instant
Customer is created in Rezdy Instant
Product is created in Rezdy Instant
Product is updated in Rezdy Instant
Product is deleted in Rezdy Instant

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

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Ready Workflows for Microsoft Dynamics 365 CRM + Rezdy Integration

Capture bookings, create CRM records, update contact details, and alert your team, all in just one click.

Create Microsoft Dynamics 365 CRM contact from new Rezdy contact

If you're an ecommerce business owner who uses Rezdy to power your online store, you'll be happy to know that when a new contact is created in Microsoft Dynamics 365 CRM, this automation will automatically create a contact in Rezdy.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.

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Create Microsoft Dynamics 365 CRM contact from new Rezdy order

As an online store owner, you're likely using Rezdy to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Rezdy with Microsoft Dynamics 365 CRM? This integration will allow you to automatically create a contact for each new order in Microsoft Dynamics 365 CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

Activate

When Customer is created in Rezdy > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Rezdy + Microsoft Dynamics 365 CRM Integration

Activate

When Customer is created in Rezdy > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Rezdy + Microsoft Dynamics 365 CRM Integration

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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 + Rezdy flow

Send booking data to your email, marketing, payment, and team communication tools the moment an order is created. Pick a combination and activate it in one click.

Microsoft Outlook (4)

Mailchimp (3)

Stripe (3)

Slack (3)

Google Drive (3)

Zoom (3)

When a new Rezdy order is created, create a lead in Microsoft Dynamics 365 CRM and send an email notification in Microsoft Outlook

New Rezdy orders immediately create a lead in Microsoft Dynamics 365 CRM and trigger an email in Microsoft Outlook, so your sales team never misses a new booking.

When a customer is created in Rezdy, search for the contact in Microsoft Dynamics 365 CRM and email the details in Microsoft Outlook

New Rezdy customers are looked up in Microsoft Dynamics 365 CRM and shared via Microsoft Outlook, keeping communication aligned.

When a Rezdy order is updated, update the lead in Microsoft Dynamics 365 CRM and send an update notice in Microsoft Outlook

Rezdy order updates automatically modify Microsoft Dynamics 365 CRM leads and notify your team in Microsoft Outlook.

Use Claude to summarise new Rezdy orders, create a Microsoft Dynamics 365 CRM lead, and send the brief in Microsoft Outlook

Claude summarises incoming Rezdy orders before creating a lead in Microsoft Dynamics 365 CRM and emailing the brief via Microsoft Outlook.

When a new customer is created in Rezdy, add them to a Mailchimp audience and create a contact in Microsoft Dynamics 365 CRM

Rezdy customers are added to Mailchimp and Microsoft Dynamics 365 CRM simultaneously for streamlined marketing and sales.

When an order is created in Rezdy, add the customer to Mailchimp and create a lead in Microsoft Dynamics 365 CRM

Every new Rezdy booking triggers a Mailchimp subscription and a Microsoft Dynamics 365 CRM lead instantly.

Use ChatGPT to segment Rezdy customers, add them to Mailchimp lists, and create leads in Microsoft Dynamics 365 CRM

ChatGPT categorises Rezdy customers for Mailchimp tagging while creating structured leads in Microsoft Dynamics 365 CRM.

When a Rezdy order is created, verify payment details in Stripe and create a lead in Microsoft Dynamics 365 CRM

Rezdy bookings cross-reference payment info in Stripe before generating a lead in Microsoft Dynamics 365 CRM.

When a Rezdy order is canceled, update the payment record in Stripe and update the lead in Microsoft Dynamics 365 CRM

Canceled Rezdy orders trigger payment status updates in Stripe and modify the corresponding lead in Microsoft Dynamics 365 CRM.

Use Gemini to review Rezdy payment notes, log data in Stripe, and update Microsoft Dynamics 365 CRM accounts

Gemini processes Rezdy payment notes before updating Stripe records and Microsoft Dynamics 365 CRM accounts.

When a new Rezdy order is created, create a lead in Microsoft Dynamics 365 CRM and alert your sales channel in Slack

New Rezdy orders create CRM leads and notify your sales channel in Slack within seconds.

When a Rezdy order is canceled, update the lead in Microsoft Dynamics 365 CRM and post an alert in Slack

Canceled Rezdy orders update Microsoft Dynamics 365 CRM leads and notify your operations channel in Slack.

Use Claude to evaluate Rezdy booking urgency, create a priority lead in Microsoft Dynamics 365 CRM, and alert Slack

Claude evaluates Rezdy booking priority before creating a lead in Microsoft Dynamics 365 CRM and notifying Slack.

When a new Rezdy product is created, create a record in Google Drive and create an account in Microsoft Dynamics 365 CRM

New Rezdy products generate documentation files in Google Drive and update accounts in Microsoft Dynamics 365 CRM.

When a Rezdy order is created, save the invoice file in Google Drive and create a lead in Microsoft Dynamics 365 CRM

Rezdy booking invoices are saved in Google Drive while a corresponding lead is created in Microsoft Dynamics 365 CRM.

Use Gemini to parse Rezdy catalog sheets, save reports in Google Drive, and update Microsoft Dynamics 365 CRM products

Gemini analyses Rezdy inventory data before archiving reports in Google Drive and updating Microsoft Dynamics 365 CRM.

When a VIP tour order is created in Rezdy, schedule a consultation in Zoom and create a lead in Microsoft Dynamics 365 CRM

VIP Rezdy bookings automatically schedule a consultation meeting in Zoom and create a lead in Microsoft Dynamics 365 CRM.

When a customer is created in Rezdy, register them for a webinar in Zoom and create a contact in Microsoft Dynamics 365 CRM

New Rezdy customers are registered for upcoming Zoom webinars and added as contacts in Microsoft Dynamics 365 CRM.

Use ChatGPT to analyse Rezdy attendee feedback, schedule follow-up meetings in Zoom, and update Microsoft Dynamics 365 CRM cases

ChatGPT analyses Rezdy feedback before scheduling Zoom follow-ups and updating Microsoft Dynamics 365 CRM cases.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Rezdy

Mix and match to build the exact automation you need

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

Try it →

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

Try it →

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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Rezdy Triggers & Actions

Instant

Order is created in Rezdy

Triggers the automation when a new order is created

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Instant

Order is updated in Rezdy

Triggers the automation when any order is updated

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Instant

Order is canceled in Rezdy

Triggers the automation when an order is canceled

Try it →

Instant

Customer is created in Rezdy

Triggers the automation when a new customer is created

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Instant

Product is created in Rezdy

Triggers the automation when a new product is created

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Instant

Product is updated in Rezdy

Triggers the automation when a product is updated

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Instant

Product is deleted in Rezdy

Triggers the automation when a product is deleted

Try it →

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

Streamline your tour operations and sales pipeline with automated workflows connecting your booking platform and CRM.

Get Started For Free

⚡

Create Microsoft Dynamics 365 CRM leads from Rezdy orders

Automatically turn every new Rezdy order into a lead or contact inside Microsoft Dynamics 365 CRM so your sales team can follow up without manual data entry.

📋

Capture every guest detail and custom field

Map full customer names, emails, phone numbers, and booking notes from Rezdy directly into Microsoft Dynamics 365 CRM fields instead of just basic contact info.

🔔

Notify team members instantly on new bookings

Alert your sales or operations team the moment a new Rezdy booking is created or updated in Microsoft Dynamics 365 CRM.

🔀

Route bookings based on tour type or value

Send high-value Rezdy orders to senior account managers in Microsoft Dynamics 365 CRM while routine bookings go to standard queues.

🔄

Keep CRM contact records up to date

Automatically update existing Microsoft Dynamics 365 CRM contacts whenever customer information changes in Rezdy.

🔍

Search and update existing accounts and contacts

Check if a contact or account already exists in Microsoft Dynamics 365 CRM before creating a new one from Rezdy orders.

❌

Manage order cancellations and updates

Automatically update CRM opportunities or cases when a Rezdy order is canceled or modified.

💬

Extend booking workflows to team chat

Send a Slack message or Outlook email whenever a Rezdy order triggers a new lead or update in Microsoft Dynamics 365 CRM.

And much more...

Who is Microsoft Dynamics 365 CRM + Rezdy integration for?

Connecting Microsoft Dynamics 365 CRM and Rezdy streamlines booking management for tour operators, sales teams, and customer success managers by eliminating manual data entry.

Sales managers

Tour operations teams

Customer support leads

Reservation staff

Account executives

Business analysts

📈

Sales managers

You report on booking revenue and lead pipelines every week, but the numbers are always stale because reps manually copy Rezdy orders into Microsoft Dynamics 365 CRM — automating both apps means every order lands in your CRM instantly and your reports reflect real-time figures.

🧭

Tour operations teams

You need to act fast when guest information changes, and you find out too late because customer updates stay trapped in Rezdy until someone checks the dashboard — with this integration, every customer change updates your CRM records immediately so your team is always aligned.

🤝

Customer support leads

You answer to tour clients who want to see their reservation history and customer profile status in one place, but data gaps leave you scrambling — integrating these apps means every booking and contact is unified across your workspace.

🎫

Reservation staff

The booking volume during peak season is too high for anyone to keep up by hand, leading to missed CRM entries and duplicate contacts — automating both apps means every Rezdy order flows straight into Microsoft Dynamics 365 CRM without manual intervention.

💼

Account executives

You own the follow-up stage and depend on upstream booking teams to hand over guest details, but handovers are delayed — this integration means guest booking data moves directly from Rezdy into your CRM pipeline the moment it's created.

📊

Business analysts

You need a reliable customer history for forecasting and keep finding gaps where Rezdy orders failed to reach Microsoft Dynamics 365 CRM — connecting these apps means your data history remains complete and accurate for every tour.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Rezdy

Build and manage your Microsoft Dynamics 365 CRM + Rezdy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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Connect Microsoft Dynamics 365 CRM + Rezdy 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.

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Rezdy?

You can connect Microsoft Dynamics 365 CRM to Rezdy in 1 click using ready templates, or ask Integrately AI to build your custom automation. It also integrates seamlessly with Microsoft Outlook, Mailchimp, Slack, and 1,500+ other apps.

Can I automatically create Microsoft Dynamics 365 CRM leads from Rezdy orders?

Can I connect Microsoft Dynamics 365 CRM, Rezdy, and Slack?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Rezdy?

How do contact and lead updates work between Microsoft Dynamics 365 CRM and Rezdy?

Can I trigger workflows when a Rezdy order is canceled?

Do I need coding skills to set up Microsoft Dynamics 365 CRM and Rezdy automations?

Is the Microsoft Dynamics 365 CRM and Rezdy integration free?

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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 Rezdy With 1500+ Other Apps

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Microsoft Dynamics 365 CRM + Rezdy Integration

Integrate Microsoft Dynamics 365 CRM to Rezdy in one click, or tell Integrately AI how you want each booking handled. Capture new orders, create CRM leads, update contact details, and notify your team instantly.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Rezdy Integration

Capture bookings, create CRM records, update contact details, and alert your team, all in just one click.

Create Microsoft Dynamics 365 CRM contact from new Rezdy contact

Create Microsoft Dynamics 365 CRM contact from new Rezdy order

When Customer is created in Rezdy > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Customer is created in Rezdy > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create lead in Microsoft Dynamics 365 CRM

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 + Rezdy flow

Send booking data to your email, marketing, payment, and team communication tools the moment an order is created. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Rezdy

Mix and match to build the exact automation you need

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

Streamline your tour operations and sales pipeline with automated workflows connecting your booking platform and CRM.

Who is Microsoft Dynamics 365 CRM + Rezdy integration for?

Connecting Microsoft Dynamics 365 CRM and Rezdy streamlines booking management for tour operators, sales teams, and customer success managers by eliminating manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Rezdy

Build and manage your Microsoft Dynamics 365 CRM + Rezdy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Rezdy With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Rezdy Integration

Integrate Microsoft Dynamics 365 CRM to Rezdy in one click, or tell Integrately AI how you want each booking handled. Capture new orders, create CRM leads, update contact details, and notify your team instantly.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Rezdy Integration

Capture bookings, create CRM records, update contact details, and alert your team, all in just one click.

Create Microsoft Dynamics 365 CRM contact from new Rezdy contact

Create Microsoft Dynamics 365 CRM contact from new Rezdy order

When Customer is created in Rezdy > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Customer is created in Rezdy > Search lead in Microsoft Dynamics 365 CRM > Check any condition > Create lead in Microsoft Dynamics 365 CRM

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 + Rezdy flow

Send booking data to your email, marketing, payment, and team communication tools the moment an order is created. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Rezdy

Mix and match to build the exact automation you need

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

Streamline your tour operations and sales pipeline with automated workflows connecting your booking platform and CRM.

Who is Microsoft Dynamics 365 CRM + Rezdy integration for?

Connecting Microsoft Dynamics 365 CRM and Rezdy streamlines booking management for tour operators, sales teams, and customer success managers by eliminating manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Rezdy

Build and manage your Microsoft Dynamics 365 CRM + Rezdy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Rezdy With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click