Microsoft Dynamics 365 CRM + SendOwl Integration
Integrate Microsoft Dynamics 365 CRM to SendOwl in one click, or tell Integrately AI how you want each order handled. Capture customer details, create leads in your CRM, update records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
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
New order is completed in SendOwl Instant- New payment in SendOwl Instant
- Free order issued in SendOwl Instant
- Order reached subscription active state in SendOwl Instant
- Subscription is completed in SendOwl Instant
- Subscription is cancelled in SendOwl Instant
- Refund is issued in SendOwl Instant
2.
- 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
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + SendOwl Integration
Capture new orders, create CRM leads, update contact records, alert your sales team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Microsoft Dynamics 365 CRM + SendOwl flow
Keep your store data synced, notify your team when sales happen, and manage support tickets automatically. Pick a combination and activate it in one click.
+
Shopify (2)
Shopify (2) +
Mailchimp (2)
Mailchimp (2) +
Stripe (2)
Stripe (2) +
Slack (2)
Slack (2) +
QuickBooks Online (2)
QuickBooks Online (2) +
Zendesk (2)
Zendesk (2) S
M
S
When a new SendOwl order is completed, create a contact in Microsoft Dynamics 365 CRM and add a customer in Shopify.
New SendOwl orders instantly create a contact in Microsoft Dynamics 365 CRM and a customer record in Shopify, eliminating manual data entry.
S
M
S
When a new SendOwl payment arrives, update the contact in Microsoft Dynamics 365 CRM and create an order in Shopify.
Every new SendOwl payment updates your Microsoft Dynamics 365 CRM contact and generates a corresponding order in Shopify.
Supported triggers and actions for Microsoft Dynamics 365 CRM and SendOwl
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
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 → SendOwl Triggers & Actions
Instant
New order is completed in SendOwl
Triggers the automation when a new order is completed
Try it → Instant
Free order issued in SendOwl
Triggers the automation when a free order is confirmed for a customer
Try it → Instant
Order reached subscription active state in SendOwl
Triggers the automation when an order's subscription becomes active
Try it → Instant
Subscription is completed in SendOwl
Triggers the automation when a subscription is completed
Try it → Instant
Subscription is cancelled in SendOwl
Triggers the automation when a subscription is cancelled
Try it → What can you automate with Microsoft Dynamics 365 CRM + SendOwl?
Streamline your digital sales by automatically syncing store orders, updating CRM contact records, and triggering team notifications.
🛒
Create CRM leads from completed digital store orders
Automatically generate new leads or contacts in Microsoft Dynamics 365 CRM the moment a customer completes an order in SendOwl. Eliminate manual data entry and connect your store transactions to your sales pipeline instantly.
📋
Map all customer details and order attributes
Capture custom fields, buyer names, email addresses, and product details from SendOwl into Microsoft Dynamics 365 CRM. Ensure your CRM records contain all the necessary information for follow-up and segmentation.
🔔
Alert your sales team the moment sales happen
Send instant notifications to your team in Slack or via email whenever a new order is completed or a payment is processed in SendOwl. Keep everyone informed without checking dashboards manually.
🔀
Route leads based on order value or product type
Direct high-value orders or specific product purchases to dedicated sales queues in Microsoft Dynamics 365 CRM. Handle VIP buyers differently from standard digital product customers automatically.
🔄
Keep contact records updated across all systems
Automatically update existing contact details and account information in Microsoft Dynamics 365 CRM whenever customer information changes in SendOwl. Maintain accurate records without manual oversight.
🔍
Match and update existing customer accounts
Search for existing contacts or accounts in Microsoft Dynamics 365 CRM before creating new ones. Prevent duplicate records and keep your customer database clean and organized.
⚠️
Manage subscription cancellations and refunds automatically
Update CRM contact statuses and trigger follow-up actions when SendOwl subscriptions are cancelled or refunds are issued. Keep your pipeline accurate and responsive to customer status shifts.
⚡
Connect store orders to your marketing and support stack
Extend your SendOwl and Microsoft Dynamics 365 CRM workflow to include apps like Slack or Mailchimp. Automatically trigger email campaigns or team alerts based on store activity.
And much more...
Who is Microsoft Dynamics 365 CRM + SendOwl integration for?
Ecommerce store owners, sales teams, and finance professionals who sell digital products and need automated synchronization between their sales platform and CRM.
Revenue analysts and finance teams
Sales managers and account executives
Client success leads and agency partners
E-commerce operations managers
Fulfillment coordinators and support leads
CRM administrators and data analysts
📈
Revenue analysts and finance teams
You report on digital product sales and CRM pipeline metrics, but your spreadsheets always lag behind actual transactions — with this integration, every completed order and payment lands in your systems instantly and your revenue data stays current.
⚡
Sales managers and account executives
You need to reach out to new digital buyers while interest is high, but manual lead creation delays your outreach by hours — with this integration, every new order creates a CRM lead instantly and your team can follow up without delay.
📋
Client success leads and agency partners
You answer to clients who want immediate visibility into digital product sales and customer onboarding progress, but manual updates leave gaps — with this integration, every customer record and order update flows directly into your CRM for transparent reporting.
📦
E-commerce operations managers
The volume of digital downloads and daily orders is too high for anyone to keep up by hand, leading to missed customer profiles — with this integration, every order and customer is processed automatically without manual data entry.
🔄
Fulfillment coordinators and support leads
You own customer onboarding and support, but you depend on sales and checkout data being handed over correctly from the storefront — with this integration, every customer and order detail is passed instantly to your CRM so you can start work right away.
🗄️
CRM administrators and data analysts
You need a complete and reliable history of customer transactions and CRM interactions, but manual entry keeps leaving missing records — with this integration, every transaction and contact update is logged accurately for a complete system history.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SendOwl
Build and manage your Microsoft Dynamics 365 CRM + SendOwl automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + SendOwl with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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
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
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
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
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?
1
Select Automation
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to SendOwl?
You can connect Microsoft Dynamics 365 CRM to SendOwl using ready workflows or 1-click automation setup on Integrately. Link your accounts and connect with apps like Shopify, Mailchimp, and Slack instantly.
How can I automatically create CRM leads when a SendOwl order is completed?
Can I connect Microsoft Dynamics 365 CRM, SendOwl, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SendOwl?
How does Microsoft Dynamics 365 CRM handle contact updates from digital store orders?
How are SendOwl orders tracked and processed in automated workflows?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and SendOwl?
Is the Microsoft Dynamics 365 CRM and SendOwl integration free?
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