Microsoft Dynamics 365 CRM + Saleshandy Integration

Integrate Microsoft Dynamics 365 CRM to Saleshandy in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, verify email addresses, add contacts to cold email sequences, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
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
  • Saleshandy
    Add prospect to a sequence in Saleshandy
  • Saleshandy
    Get verification status of email in Saleshandy

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 + Saleshandy Integration

Capture new leads, verify email statuses, add prospects to sequences, and trigger follow-up tasks, all in just one click.

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

Create Saleshandy prospect 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 Saleshandy 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 prospect will automatically be created in Saleshandy.

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 + Saleshandy flow

Log new prospects in spreadsheets, notify your sales team in chat, and schedule introductory calls instantly. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Saleshandy
+
Microsoft OutlookMicrosoft Outlook (3)
+
Google SheetsGoogle Sheets (3)
+
HubspotHubspot (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
ZoomZoom (3)
M
S
M
Add every new Microsoft Dynamics 365 CRM lead to Saleshandy sequences, and send a confirmation email in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads land in Saleshandy sequences instantly while Microsoft Outlook sends out your welcome note, so outreach starts without manual delay.
M
S
M
Get email verification statuses in Saleshandy for new Microsoft Dynamics 365 CRM contacts, and notify your inbox in Microsoft Outlook
Verify email addresses in Saleshandy as soon as a Microsoft Dynamics 365 CRM contact is created, and receive the verification report in Microsoft Outlook.
M
S
M
When a Microsoft Dynamics 365 CRM opportunity is created, add the prospect to Saleshandy and send a briefing email via Microsoft Outlook
New opportunities in Microsoft Dynamics 365 CRM instantly trigger a Saleshandy sequence addition and an informational briefing sent through Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Saleshandy

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
Try it →
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 →
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 →
Saleshandy
Saleshandy Triggers & Actions
No trigger is available
Add prospect to a sequence in Saleshandy
Adds a potential client to a predefined email sequence
Try it →
Get verification status of email in Saleshandy
Check the verification status of an email address
Try it →

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

Automate your outbound sales workflows by connecting lead creation and prospect sequencing without writing code.

What you can automate?
🎯
Sync CRM leads into outbound email sequences
Automatically add every new lead created in Microsoft Dynamics 365 CRM straight into your active Saleshandy sequences. Eliminate manual copying and start your cold outreach the moment interest is captured.
📋
Capture every submitted lead detail
Map all available contact fields from Microsoft Dynamics 365 CRM into your Saleshandy prospect profile. Ensure your outreach messages contain accurate, personalized information for every recipient.
🔔
Notify your sales team instantly
Alert your team the second a new lead is added to an outreach sequence. Keep sales reps informed and ready to handle incoming responses without delay.
🔀
Route prospects based on lead criteria
Send prospects to different Saleshandy sequences depending on specific field values in Microsoft Dynamics 365 CRM. Tailor your cold emailing strategy to fit different buyer segments.
🔄
Keep contact records continuously updated
Automatically update existing contact details in Saleshandy whenever corresponding records change in Microsoft Dynamics 365 CRM. Maintain synchronized databases across your entire tech stack.
🛡️
Verify email addresses before outreach
Check email deliverability via Saleshandy immediately after a new contact is created in Microsoft Dynamics 365 CRM. Protect your sender reputation by filtering out invalid addresses.
💼
Manage pipeline stages and deal creation
Trigger sequence updates and outreach actions whenever opportunity stages or deal statuses change in Microsoft Dynamics 365 CRM. Keep your sales funnel moving smoothly.
📊
Extend outreach data to spreadsheets
Automatically send Microsoft Dynamics 365 CRM lead details and Saleshandy sequence updates to Google Sheets for comprehensive reporting and executive review.
And much more...

Who is Microsoft Dynamics 365 CRM + Saleshandy integration for?

Sales teams, account managers, and outbound marketers who need to streamline prospecting and eliminate manual data entry between platforms.

Sales Operations Managers
Sales Operations Managers
Outbound Sales Reps
Outbound Sales Reps
Account Executives
Account Executives
Lead Generation Specialists
Lead Generation Specialists
Business Development Reps
Business Development Reps
CRM Database Administrators
CRM Database Administrators
📈
Sales Operations Managers
You report on outreach metrics and pipeline growth every week, but your outreach tool only updates when someone manually exports leads, so the conversion counts you present are always outdated — this integration means every new CRM lead lands in your outreach tool instantly and your performance data stays current.
Outbound Sales Reps
You need to contact inbound leads the moment they express interest, but you find out about new CRM entries hours later after manual reviews — automating both apps means every lead is added to your cold email sequences immediately and your outreach begins without delay.
📋
Account Executives
You answer to sales directors who want to see active prospect sequences linked directly to CRM accounts, but manual syncing creates frustrating blind spots — connecting these apps means every opportunity triggers automated outreach tracking and your pipeline visibility remains crystal clear.
🔄
Lead Generation Specialists
The volume of inbound form submissions and CRM entries is too high for anyone to keep up by hand, leading to missed sequence enrollments — with this integration, every new contact is processed and added to cold email campaigns automatically without human intervention.
🤝
Business Development Reps
You own the outreach follow-up stage and depend on marketing teams to hand over qualified leads, but data bottlenecks stall your daily workflow — this integration means CRM records flow straight into your email sequences the second they are created and your calling queue is always full.
🗂️
CRM Database Administrators
You need a reliable history of prospect engagement and keep finding gaps where leads were never enrolled in outreach sequences — automating both apps means every record matches perfectly across platforms and your contact history has zero missing entries.
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 + Saleshandy

Build and manage your Microsoft Dynamics 365 CRM + Saleshandy 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 + Saleshandy 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 Saleshandy?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Saleshandy in just 1 click using ready-made templates or Integrately AI. Sync leads and update platforms like Google Sheets, Hubspot, and Slack effortlessly.
Can I automatically add Microsoft Dynamics 365 CRM leads to cold email sequences in Saleshandy?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Saleshandy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Saleshandy?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead creation triggers in this integration?
Frequently Asked Questions
Can I verify contact email addresses when syncing from Microsoft Dynamics 365 CRM to Saleshandy?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Saleshandy?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Saleshandy 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 Saleshandy With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to customer support, billing, and collaboration platforms to manage customer relationships across your entire business.
Saleshandy
Popular Saleshandy Integrations
Sync Saleshandy with email marketing, lead enrichment, and productivity tools to optimize your outbound campaigns and response rates.