Microsoft Dynamics 365 CRM + Squarespace Integration

Integrate Microsoft Dynamics 365 CRM to Squarespace in one click, or tell Integrately AI how you want each order handled. Capture new purchases, sync customer profiles, update your CRM records, and trigger instant 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
  • Squarespace
    Order is refunded in Squarespace
  • Squarespace
    Order is created in Squarespace Instant
  • Squarespace
    Order is updated in Squarespace Instant
  • Squarespace
    Transaction is created in Squarespace
  • Squarespace
    Product is created in Squarespace
  • Squarespace
    Product is updated in Squarespace
  • Squarespace
    Profile is created in Squarespace
  • Squarespace
    Extension is uninstalled in Squarespace 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
  • Squarespace
    Create order in Squarespace
  • Squarespace
    Search order in Squarespace
  • Squarespace
    Get order by ID in Squarespace
  • Squarespace
    Upload product image in Squarespace
  • Squarespace
    Fulfill order in Squarespace
  • Squarespace
    Assign a product image to a variant in Squarespace
  • Squarespace
    Update product variant in Squarespace
  • Squarespace
    Delete product variant in Squarespace
  • Squarespace
    Delete product image in Squarespace
  • Squarespace
    Create product in Squarespace
  • Squarespace
    Update product in Squarespace
  • Squarespace
    Search product in Squarespace
  • Squarespace
    Delete product in Squarespace
  • Squarespace
    Search profile by email in Squarespace

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

Capture purchases, sync customer details, update CRM records, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Squarespace + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new Squarespace order

As an online store owner, you're likely using Squarespace 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 Squarespace 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.
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Connect more apps to your Microsoft Dynamics 365 CRM + Squarespace flow

Send store orders to email marketing, accounting, messaging, and support tools as soon as purchases occur. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Squarespace
+
MailchimpMailchimp (3)
+
Google Analytics 4Google Analytics 4 (2)
+
ShopifyShopify (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
SlackSlack (2)
+
StripeStripe (2)
S
M
M
Add every new Squarespace customer profile to Mailchimp, and create a lead in Microsoft Dynamics 365 CRM
New Squarespace store profiles appear in Mailchimp and Microsoft Dynamics 365 CRM instantly, keeping your mailing list and CRM records synchronized.
S
M
M
When a Squarespace order is created, add the customer to Mailchimp and update the Microsoft Dynamics 365 CRM contact
Store purchases update your Mailchimp audience and Microsoft Dynamics 365 CRM contact records simultaneously.
S
M
M
When a Squarespace product is created, notify Mailchimp subscribers and log an account in Microsoft Dynamics 365 CRM
New store items trigger marketing campaigns in Mailchimp and record partner accounts in Microsoft Dynamics 365 CRM.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Squarespace

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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Squarespace
Squarespace Triggers & Actions
Order is refunded in Squarespace
Triggers automation when order is refunded.
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Instant
Order is created in Squarespace
Triggers the automation when a new order is created
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Instant
Order is updated in Squarespace
Triggers the automation when any order is updated
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Transaction is created in Squarespace
Triggers the automation when a new transaction is created
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Product is created in Squarespace
Triggers the automation when a new product is created
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Product is updated in Squarespace
Triggers the automation when a product is updated
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Profile is created in Squarespace
Triggers the automation when a new profile is created
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Instant
Extension is uninstalled in Squarespace
Triggers the automation when any extension is uninstalled
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Create order in Squarespace
Creates a new order
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Search order in Squarespace
Searches for a order
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Get order by ID in Squarespace
Retrieves an order by its id
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Upload product image in Squarespace
Uploads image of a product
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Fulfill order in Squarespace
Process and complete customer orders
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Assign a product image to a variant in Squarespace
Assigns product images to variants
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Update product variant in Squarespace
Modify the details of a product variant
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Delete product variant in Squarespace
Removes a variant of a particular product
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Delete product image in Squarespace
Removes the image associated with a product
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Create product in Squarespace
Generates and launch new products
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Update product in Squarespace
Updates product information
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Search product in Squarespace
Searches for a product
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Delete product in Squarespace
Removes a selected product from the database
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Search profile by email in Squarespace
Searches for a profile by email
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What can you automate with Microsoft Dynamics 365 CRM + Squarespace?

Connect your storefront and CRM to streamline order processing, customer syncing, and team notifications.

What you can automate?
🛍️
Create Microsoft Dynamics 365 CRM leads from store orders
Automatically generate a new lead or sales order in Microsoft Dynamics 365 CRM whenever a customer places a new order in Squarespace.
📋
Capture all customer profile details
Sync every detail from Squarespace profiles straight into Microsoft Dynamics 365 CRM contact records without manual typing.
🔔
Alert your sales team to new sales instantly
Notify your sales representatives or support staff the moment a high-value transaction or customer profile is created in Squarespace.
🔀
Route records based on purchase details
Handle orders differently depending on the product or amount purchased by routing them to specific Microsoft Dynamics 365 CRM pipelines.
🔄
Keep CRM customer data synchronized
Update existing contact details and account records in Microsoft Dynamics 365 CRM whenever a customer updates their profile in Squarespace.
🔍
Prevent duplicate customer records
Search for existing accounts and contacts in Microsoft Dynamics 365 CRM before creating new entries from Squarespace orders.
💳
Handle refunds and status updates
Update Microsoft Dynamics 365 CRM opportunities or sales orders automatically when a Squarespace order is refunded or modified.
🌐
Extend workflows to supporting apps
Connect your core Microsoft Dynamics 365 CRM and Squarespace flow with Slack, Mailchimp, or Shopify for advanced operational visibility.
And much more...

Who is Microsoft Dynamics 365 CRM + Squarespace integration for?

E-commerce managers, sales representatives, and customer operations teams streamline online store workflows, eliminating manual data entry between storefront and CRM systems.

E-commerce data analysts
E-commerce data analysts
Inside sales representatives
Inside sales representatives
Client account managers
Client account managers
High-volume store owners
High-volume store owners
CRM operations specialists
CRM operations specialists
Customer support leads
Customer support leads
📈
E-commerce data analysts
You're reviewing store transactions in Squarespace, but your CRM sales reports only update after manual data exports, so the revenue metrics you present are always outdated — with this integration, every new order lands in Microsoft Dynamics 365 CRM instantly and your dashboards stay current.
Inside sales representatives
You need to follow up on high-value store purchases immediately, but you find out about new buyers hours later when checking spreadsheets, so hot leads go cold — this integration means every new Squarespace buyer becomes a Microsoft Dynamics 365 CRM lead instantly.
📋
Client account managers
You answer to stakeholders who want immediate visibility into store purchases, but manual logging causes reporting gaps — automating both apps means every purchase creates a Microsoft Dynamics 365 CRM sales order without manual data entry.
🛒
High-volume store owners
The sales volume is too high for anyone to keep customer records updated by hand, leading to missing contact data in your database — connecting these apps means every Squarespace profile syncs to Microsoft Dynamics 365 CRM automatically.
🤝
CRM operations specialists
You own the CRM database and depend on online store orders being handed over cleanly, but manual entry introduces errors — this integration means every Squarespace transaction populates Microsoft Dynamics 365 CRM accurately.
🗂️
Customer support leads
You need a reliable purchase history for every customer inquiry, but you keep finding missing records in your CRM — automating both apps means every Squarespace order updates customer records in Microsoft Dynamics 365 CRM.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Squarespace

Build and manage your Microsoft Dynamics 365 CRM + Squarespace 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 + Squarespace 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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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Squarespace?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Squarespace using 1-click workflows and Integrately AI. Pick from ready templates with Mailchimp, Slack, and Shopify, or ask Integrately AI to build the automation and map the fields.
Can I automatically create Microsoft Dynamics 365 CRM leads from Squarespace orders?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Squarespace, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Squarespace?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates from online store purchases?
Frequently Asked Questions
Can Squarespace profile data sync directly to CRM accounts?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Squarespace?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Squarespace integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Squarespace With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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