Microsoft Dynamics 365 CRM + Synthesia Integration
Integrate Microsoft Dynamics 365 CRM to Synthesia in one click, or tell Integrately AI how you want each lead handled. Generate personalized videos, update your CRM records, alert your sales team, and send follow-up emails 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
Video is ready for use in Synthesia Instant
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- 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 video in Synthesia
- Create video with template in Synthesia
- Get video by ID in Synthesia
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Synthesia Integration
Create videos from new leads, update contact records, alert your team, and trigger follow-up emails, 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 + Synthesia flow
Send notifications, log customer details in secondary sheets, and schedule follow-ups once your core video creation flow runs. Pick a combination and activate it in one click.
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Microsoft Outlook (4)
Microsoft Outlook (4) +
Microsoft Teams (3)
Microsoft Teams (3) +
HubSpot (3)
HubSpot (3) +
Mailchimp (3)
Mailchimp (3) +
Calendly (3)
Calendly (3) +
Zoom (3)
Zoom (3) M
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Create a Synthesia video when a lead is created in Microsoft Dynamics 365 CRM, and send a confirmation email in Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads instantly trigger a custom Synthesia video and send a follow-up email through Microsoft Outlook without manual intervention.
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When a contact is updated in Microsoft Dynamics 365 CRM, create a template video in Synthesia and notify your team in Microsoft Outlook.
Contact updates in Microsoft Dynamics 365 CRM trigger tailored template videos in Synthesia, followed by team notifications in Microsoft Outlook.
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When an opportunity is created in Microsoft Dynamics 365 CRM, generate a Synthesia video and send briefing details in Microsoft Outlook.
New sales opportunities in Microsoft Dynamics 365 CRM automatically launch Synthesia video generation and email briefs in Microsoft Outlook.
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When a case is created in Microsoft Dynamics 365 CRM, create a Synthesia video and email support updates in Microsoft Outlook.
Support cases in Microsoft Dynamics 365 CRM initiate automated Synthesia video responses and email notifications through Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Synthesia
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 → Synthesia Triggers & Actions
Instant
Video is ready for use in Synthesia
Triggers the automation when a video becomes usable
Try it → What can you automate with Microsoft Dynamics 365 CRM + Synthesia?
Streamline your customer outreach by triggering personalized videos directly from CRM events and keeping your workflow synchronized.
🎬
Trigger personalized videos from new CRM leads
Automatically generate a custom Synthesia video the moment a new lead is created in Microsoft Dynamics 365 CRM. Eliminate manual recording steps and accelerate your response time.
📋
Capture every submitted field for video personalization
Map specific contact attributes and custom fields from Microsoft Dynamics 365 CRM directly into your Synthesia video templates for tailored messaging.
🔔
Alert your team the second videos are ready
Notify your sales reps via Microsoft Teams or email as soon as video generation completes in Synthesia so outreach proceeds immediately.
🔀
Route video templates based on lead tier
Generate standard videos for general leads and premium template videos for enterprise opportunities captured in Microsoft Dynamics 365 CRM.
🔄
Keep CRM records updated as video processes finish
Sync video IDs and completion statuses back into Microsoft Dynamics 365 CRM automatically once Synthesia finishes rendering your content.
🔍
Search existing accounts before generating videos
Look up existing contact records in Microsoft Dynamics 365 CRM before creating new Synthesia assets to prevent duplicate outreach.
⏱️
Manage later status changes and follow-ups
Trigger follow-up video sequences in Synthesia whenever opportunity stages or case statuses update in Microsoft Dynamics 365 CRM.
🌐
Extend workflows to Microsoft Teams channels
Connect your core Microsoft Dynamics 365 CRM and Synthesia flow with Microsoft Teams to broadcast project milestones and video updates to internal channels.
And much more...
Who is Microsoft Dynamics 365 CRM + Synthesia integration for?
Sales and marketing professionals relying on Microsoft Dynamics 365 CRM can eliminate manual video creation work, ensuring personalized outreach triggers instantly without delays.
Performance marketers
Sales reps
Account managers
Operations leads
Customer success teams
RevOps specialists
📈
Performance marketers
You're running campaigns through Microsoft Dynamics 365 CRM but your video outreach only triggers when someone manually checks records, so your engagement rates are always lagging behind — this integration means every new lead triggers an automated Synthesia video instantly and your messaging stays timely.
⚡
Sales reps
You need to follow up with leads immediately in Microsoft Dynamics 365 CRM, but you find out about new entries too late because manual processes cause severe delays — automating both apps means personalized videos reach your prospects while they are still active.
🤝
Account managers
You answer to clients who want to see consistent outreach logged in Microsoft Dynamics 365 CRM, but manual video delivery slows you down — connecting these apps means automated video creation handles the initial engagement reliably.
📊
Operations leads
The volume of new leads entering Microsoft Dynamics 365 CRM is too high for anyone to keep up by hand, but manual video requests cause massive bottlenecks — this integration means automated video generation keeps pace with your pipeline.
🎯
Customer success teams
You own the onboarding step in Microsoft Dynamics 365 CRM and depend on sales upstream to hand it over, but missing details stall your work — automating both apps means every lead record immediately triggers the correct video workflow.
🗂️
RevOps specialists
You need a reliable history of outreach inside Microsoft Dynamics 365 CRM and keep finding gaps in your logs, but manual tracking leaves incomplete records — this integration means every video generation event is tracked alongside your CRM data.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Synthesia
Build and manage your Microsoft Dynamics 365 CRM + Synthesia automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Synthesia with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Synthesia?
You can connect Microsoft Dynamics 365 CRM to Synthesia instantly using 1-click workflows on Integrately. Link your accounts, set your triggers, and use Integrately AI to configure additional steps with tools like Microsoft Outlook, Microsoft Teams, HubSpot, and Mailchimp.
Can I automatically generate Synthesia videos from new Microsoft Dynamics 365 CRM leads?
Can I connect Microsoft Dynamics 365 CRM, Synthesia, and Microsoft Teams?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Synthesia?
How does Microsoft Dynamics 365 CRM data trigger video creation in Synthesia?
Can I use Synthesia templates with data from Microsoft Dynamics 365 CRM?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Synthesia?
Is the Microsoft Dynamics 365 CRM and Synthesia integration free?
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