Microsoft Dynamics 365 CRM + SharpSpring Integration

Q: Can I automatically sync new Microsoft Dynamics 365 CRM contacts to SharpSpring?

Yes, you can automatically sync new contacts from Microsoft Dynamics 365 CRM into SharpSpring using ready-made workflows available in one click or configure custom rules with Integrately AI.

Q: Can I connect Microsoft Dynamics 365 CRM, SharpSpring, and Mailchimp?

Yes, you can connect Microsoft Dynamics 365 CRM, SharpSpring, and Mailchimp in a multi-step workflow. Data flows from your CRM through marketing automation and into email tools, alongside 1,500+ other apps.

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

Integrately is a fast, reliable alternative for connecting Microsoft Dynamics 365 CRM and SharpSpring, offering 20 million+ ready templates, 24/5 live chat, and 3x to 10x lower cost.

Q: How does Microsoft Dynamics 365 CRM data update SharpSpring records?

When contact or lead events occur in Microsoft Dynamics 365 CRM, the integration instantly triggers matching actions in SharpSpring using pre-configured ready workflows.

Q: Can SharpSpring update account details in Microsoft Dynamics 365 CRM?

Yes, you can configure automations to update account and contact information across both platforms to maintain consistent records.

Q: Do I need coding skills to automate Microsoft Dynamics 365 CRM and SharpSpring?

No coding skills are required to connect Microsoft Dynamics 365 CRM and SharpSpring. You can use ready templates or describe your workflow to Integrately AI.

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

Yes, the Microsoft Dynamics 365 CRM and SharpSpring integration includes a free forever plan with access to ready workflows and automated tasks.

Integrate Microsoft Dynamics 365 CRM to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Create contacts, update accounts, sync leads, and trigger campaigns automatically.

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Free forever.

Use premium features free for 14 days.

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
Contact is created in SharpSpring
Account is created in SharpSpring
Opportunity is created in SharpSpring

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
Create contact in SharpSpring
Update contact in SharpSpring
Search contact in SharpSpring
Create account in SharpSpring
Search account in SharpSpring
Update account in SharpSpring
Create opportunity in SharpSpring
Update opportunity in SharpSpring
Create campaign in SharpSpring
Search campaign in SharpSpring

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + SharpSpring Integration

Capture leads, create contacts, update accounts, trigger campaigns, and sync opportunities, all in just one click.

Create SharpSpring contact 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 SharpSpring 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 contact will automatically be created in SharpSpring.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Update SharpSpring contact from new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM + SharpSpring Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in SharpSpring

Microsoft Dynamics 365 CRM + SharpSpring Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in SharpSpring

Microsoft Dynamics 365 CRM + SharpSpring Integration

Activate

1of1

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 + SharpSpring flow

Extend your CRM and marketing automation stack with real-time data syncs, team notifications, and follow-up alerts. Pick a combination and activate it in one click.

Salesforce (4)

Mailchimp (4)

Hubspot (4)

Calendly (4)

Zoom (4)

Stripe (4)

Create a SharpSpring contact from every Microsoft Dynamics 365 CRM contact, and add a matching record in Salesforce.

New Microsoft Dynamics 365 CRM contacts update SharpSpring and Salesforce automatically, keeping your sales and marketing teams completely aligned.

When a Microsoft Dynamics 365 CRM lead is updated, update the lead in SharpSpring and create a task in Salesforce.

Keep sales and marketing updated when lead details change, ensuring immediate follow-up in Salesforce.

If a Microsoft Dynamics 365 CRM account is created, create an account in SharpSpring and add an account record in Salesforce.

Ensure every new corporate account is instantly mirrored in SharpSpring and Salesforce.

When an opportunity is created in Microsoft Dynamics 365 CRM, create an opportunity in SharpSpring and log a deal in Salesforce.

Track pipeline creation simultaneously across Microsoft Dynamics 365 CRM, SharpSpring, and Salesforce.

Create a SharpSpring contact from every Microsoft Dynamics 365 CRM contact, and add a subscriber in Mailchimp.

Sync new Microsoft Dynamics 365 CRM contacts into SharpSpring and add them to your Mailchimp audience instantly.

When a Microsoft Dynamics 365 CRM lead is updated, update lead details in SharpSpring and update the subscriber profile in Mailchimp.

Keep email lists accurate by updating subscriber details in Mailchimp whenever Microsoft Dynamics 365 CRM leads change.

If a Microsoft Dynamics 365 CRM contact is created, create a contact in SharpSpring and add them to a specific Mailchimp segment.

Segment new Microsoft Dynamics 365 CRM contacts in SharpSpring and assign them to targeted Mailchimp lists.

When a Microsoft Dynamics 365 CRM account is updated, update the account in SharpSpring and unsubscribe inactive contacts in Mailchimp.

Manage newsletter subscriptions automatically based on account status changes in Microsoft Dynamics 365 CRM.

Create a SharpSpring contact from every Microsoft Dynamics 365 CRM contact, and create a contact in HubSpot.

Sync contacts seamlessly across Microsoft Dynamics 365 CRM, SharpSpring, and HubSpot for unified customer data.

When a Microsoft Dynamics 365 CRM lead is created, create a contact in SharpSpring and create a deal in HubSpot.

Convert new leads into active deals across SharpSpring and HubSpot the moment they enter Microsoft Dynamics 365 CRM.

When a Microsoft Dynamics 365 CRM opportunity is updated, update the opportunity in SharpSpring and update the deal stage in HubSpot.

Keep pipeline stages synchronised across Microsoft Dynamics 365 CRM, SharpSpring, and HubSpot automatically.

If a Microsoft Dynamics 365 CRM case is created, create a case in SharpSpring and create a support ticket in HubSpot.

Log support issues across Microsoft Dynamics 365 CRM, SharpSpring, and HubSpot service desks instantly.

Create a SharpSpring contact from every Microsoft Dynamics 365 CRM contact, and schedule a meeting invite in Calendly.

Automatically trigger scheduling workflows in Calendly when contacts are created in Microsoft Dynamics 365 CRM and SharpSpring.

When a Microsoft Dynamics 365 CRM lead is created, create a lead in SharpSpring and create a scheduling event in Calendly.

Invite new Microsoft Dynamics 365 CRM leads to book discovery calls via Calendly and track them in SharpSpring.

When a Microsoft Dynamics 365 CRM opportunity is updated, update the opportunity in SharpSpring and log a follow-up call in Calendly.

Ensure pipeline reviews are tied to scheduled meetings across Microsoft Dynamics 365 CRM, SharpSpring, and Calendly.

If a Microsoft Dynamics 365 CRM case is updated, update the case in SharpSpring and schedule a support review in Calendly.

Book technical review sessions in Calendly when support cases are escalated in Microsoft Dynamics 365 CRM.

Create a SharpSpring contact from every Microsoft Dynamics 365 CRM contact, and schedule a Zoom webinar registrant.

When a Microsoft Dynamics 365 CRM lead is created, create a lead in SharpSpring and schedule a consultation meeting in Zoom.

Set up instant video consultations in Zoom when new leads arrive in Microsoft Dynamics 365 CRM and SharpSpring.

When a Microsoft Dynamics 365 CRM opportunity is updated, update opportunity details in SharpSpring and create a demo meeting in Zoom.

Schedule product demonstrations in Zoom when deals reach key pipeline stages in Microsoft Dynamics 365 CRM.

If a Microsoft Dynamics 365 CRM case is created, create a case in SharpSpring and schedule a troubleshooting call in Zoom.

Initiate video support sessions in Zoom when critical cases are logged in Microsoft Dynamics 365 CRM.

Create a SharpSpring contact from every Microsoft Dynamics 365 CRM contact, and create a customer record in Stripe.

Provision billing profiles in Stripe automatically when contacts are created in Microsoft Dynamics 365 CRM and SharpSpring.

When a Microsoft Dynamics 365 CRM account is created, create an account in SharpSpring and create a billing customer in Stripe.

Establish financial profiles in Stripe whenever new accounts are registered in Microsoft Dynamics 365 CRM.

When a Microsoft Dynamics 365 CRM opportunity is updated, update opportunity details in SharpSpring and create an invoice in Stripe.

Generate billing invoices in Stripe when deals close or update in Microsoft Dynamics 365 CRM and SharpSpring.

If a Microsoft Dynamics 365 CRM quote is updated, update quote records in SharpSpring and create a payment link in Stripe.

Send payment links via Stripe automatically when quotes are updated in Microsoft Dynamics 365 CRM and SharpSpring.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SharpSpring

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

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

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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

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 →

SharpSpring Triggers & Actions

Contact is created in SharpSpring

Triggers the automation when a new contact is created

Try it →

Account is created in SharpSpring

Triggers the automation when a new account is created

Try it →

Opportunity is created in SharpSpring

Triggers the automation when any opportunity is updated

Try it →

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

Streamline your sales and marketing workflows by connecting Microsoft Dynamics 365 CRM and SharpSpring for seamless data flow.

Get Started For Free

🔄

Sync contacts between Microsoft Dynamics 365 CRM and SharpSpring

Automatically create contacts in SharpSpring whenever a new contact is created in Microsoft Dynamics 365 CRM, keeping your customer databases perfectly aligned.

📋

Capture every submitted field and update records

Map all submitted lead details and form responses directly into your target fields instead of transferring only basic names and email addresses.

🔔

Notify your team as events happen

Alert sales representatives and marketing specialists instantly whenever a high-value opportunity or lead is updated.

🔀

Route records based on submitted criteria

Trigger different follow-up actions depending on specific field values, tier selections, or account categories submitted in your source app.

✏️

Keep destination records up to date

Ensure that any change to contact details, lead statuses, or company accounts in Microsoft Dynamics 365 CRM is immediately reflected in SharpSpring.

🔍

Search and update instead of creating duplicates

Look up existing records before creating new ones to maintain clean customer databases across both business applications.

💳

Handle later status changes and stage updates

Manage pipeline progression, quote revisions, case closures, and opportunity stage updates automatically as work moves forward.

🔌

Extend your workflow to additional apps

Connect your core Microsoft Dynamics 365 CRM and SharpSpring automation to messaging tools, calendars, or email platforms like Mailchimp.

And much more...

Who is Microsoft Dynamics 365 CRM + SharpSpring integration for?

Connecting Microsoft Dynamics 365 CRM and SharpSpring eliminates manual data entry, keeping your sales and marketing teams aligned with real-time updates.

Performance marketers

Sales representatives

Account managers

Customer support teams

Operations specialists

Data administrators

📈

Performance marketers

You're running multi-channel campaigns but your reporting dashboards only update when someone manually exports lead lists, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in both platforms instantly and your data stays current.

⚡

Sales representatives

You need to act on incoming leads immediately, but valuable prospects sit unnoticed in Microsoft Dynamics 365 CRM until marketing moves them over by hand — with this integration, every new lead triggers instant contact creation in SharpSpring so you can reach out while interest is highest.

📋

Account managers

You answer to clients who expect up-to-date opportunity tracking, but account details frequently drift between your CRM and marketing records — with this integration, every account update synchronizes across both tools automatically to keep stakeholder reporting accurate.

👥

Customer support teams

Support ticket volume is too high for anyone to keep up by hand when matching cases across disparate business systems — with this integration, every case created in Microsoft Dynamics 365 CRM logs correctly in SharpSpring without missing critical details.

🔄

Operations specialists

You own the handoff between sales and marketing and depend on someone upstream to log records correctly before you can process them — with this integration, every lead, contact, and opportunity moves seamlessly between systems without manual intervention.

🗂️

Data administrators

You need a reliable history of customer interactions and keep finding gaps where records failed to sync between systems — with this integration, every record update, quote revision, and order creation is captured precisely in both databases.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SharpSpring

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

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + SharpSpring 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.

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to SharpSpring?

You can connect Microsoft Dynamics 365 CRM to SharpSpring in one click using pre-built templates or ask Integrately AI to build your automation. It integrates smoothly with apps like Salesforce, Mailchimp, and HubSpot.

Can I automatically sync new Microsoft Dynamics 365 CRM contacts to SharpSpring?

Can I connect Microsoft Dynamics 365 CRM, SharpSpring, and Mailchimp?

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

How does Microsoft Dynamics 365 CRM data update SharpSpring records?

Can SharpSpring update account details in Microsoft Dynamics 365 CRM?

Do I need coding skills to automate Microsoft Dynamics 365 CRM and SharpSpring?

Is the Microsoft Dynamics 365 CRM and SharpSpring integration free?

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 SharpSpring With 1500+ Other Apps

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Microsoft Dynamics 365 CRM + SharpSpring Integration

Integrate Microsoft Dynamics 365 CRM to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Create contacts, update accounts, sync leads, and trigger campaigns automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + SharpSpring Integration

Capture leads, create contacts, update accounts, trigger campaigns, and sync opportunities, all in just one click.

Create SharpSpring contact for new Microsoft Dynamics 365 CRM contact

Update SharpSpring contact from new Microsoft Dynamics 365 CRM contact

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in SharpSpring

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in SharpSpring

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 + SharpSpring flow

Extend your CRM and marketing automation stack with real-time data syncs, team notifications, and follow-up alerts. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SharpSpring

Mix and match to build the exact automation you need

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

Streamline your sales and marketing workflows by connecting Microsoft Dynamics 365 CRM and SharpSpring for seamless data flow.

Who is Microsoft Dynamics 365 CRM + SharpSpring integration for?

Connecting Microsoft Dynamics 365 CRM and SharpSpring eliminates manual data entry, keeping your sales and marketing teams aligned with real-time updates.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + SharpSpring

Build and manage your Microsoft Dynamics 365 CRM + SharpSpring 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 SharpSpring 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 + SharpSpring Integration

Integrate Microsoft Dynamics 365 CRM to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Create contacts, update accounts, sync leads, and trigger campaigns automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + SharpSpring Integration

Capture leads, create contacts, update accounts, trigger campaigns, and sync opportunities, all in just one click.

Create SharpSpring contact for new Microsoft Dynamics 365 CRM contact

Update SharpSpring contact from new Microsoft Dynamics 365 CRM contact

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in SharpSpring

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create contact in SharpSpring

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 + SharpSpring flow

Extend your CRM and marketing automation stack with real-time data syncs, team notifications, and follow-up alerts. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SharpSpring

Mix and match to build the exact automation you need

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

Streamline your sales and marketing workflows by connecting Microsoft Dynamics 365 CRM and SharpSpring for seamless data flow.

Who is Microsoft Dynamics 365 CRM + SharpSpring integration for?

Connecting Microsoft Dynamics 365 CRM and SharpSpring eliminates manual data entry, keeping your sales and marketing teams aligned with real-time updates.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + SharpSpring

Build and manage your Microsoft Dynamics 365 CRM + SharpSpring 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 SharpSpring 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