Microsoft Dynamics 365 CRM + WebinarGeek Integration

Integrate Microsoft Dynamics 365 CRM to WebinarGeek in one click, or tell Integrately AI how you want each lead handled. Register leads for broadcasts, update your CRM records, alert your team, and trigger follow-ups automatically.

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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
  • WebinarGeek
    Subscriber is created in WebinarGeek
  • WebinarGeek
    Subscriber is unsubscribed from webinar in WebinarGeek
  • WebinarGeek
    Webinar is watched in WebinarGeek
  • WebinarGeek
    Replay is watched in WebinarGeek
  • WebinarGeek
    Payment is completed in WebinarGeek
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
  • WebinarGeek
    Subscribe to broadcast in WebinarGeek

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + WebinarGeek Integration

Capture webinar registrants, update CRM records, keep records synced, alert your team, and send follow-ups, all in just one click.

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Connect more apps to your Microsoft Dynamics 365 CRM + WebinarGeek flow

Connect your CRM and webinar platform with marketing, messaging, and finance tools to handle follow-ups and team alerts. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
WebinarGeek
+
HubSpotHubSpot (3)
+
MailchimpMailchimp (3)
+
ZoomZoom (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
StripeStripe (3)
M
W
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Add every new Microsoft Dynamics 365 CRM lead to WebinarGeek, and create a contact in HubSpot.
New Microsoft Dynamics 365 CRM leads are subscribed in WebinarGeek and recorded in HubSpot instantly, keeping your sales and marketing tools perfectly aligned.
W
M
H
When a WebinarGeek subscriber is created, update the contact in Microsoft Dynamics 365 CRM and create a deal in HubSpot.
New WebinarGeek subscribers update your Microsoft Dynamics 365 CRM contact records and create new deals in HubSpot automatically.
M
W
H
Use Claude to qualify Microsoft Dynamics 365 CRM leads before subscribing them in WebinarGeek and logging them in HubSpot.
Claude reviews every Microsoft Dynamics 365 CRM lead, registering qualified prospects in WebinarGeek and saving them in HubSpot.

Supported triggers and actions for Microsoft Dynamics 365 CRM and WebinarGeek

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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WebinarGeek
WebinarGeek Triggers & Actions
Subscriber is created in WebinarGeek
Triggers the automation when a new subscriber is added
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Subscriber is unsubscribed from webinar in WebinarGeek
Triggers the automation when a subscriber opts out from a particular webinar
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Webinar is watched in WebinarGeek
Triggers the automation when someone watches a pre-recorded webinar
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Replay is watched in WebinarGeek
Triggers the automation when a replay is watched
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Payment is completed in WebinarGeek
Triggers the automation when a payment is completed
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Subscribe to broadcast in WebinarGeek
Subscribes to a broadcast
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What can you automate with Microsoft Dynamics 365 CRM + WebinarGeek?

Discover the most powerful ways to connect Microsoft Dynamics 365 CRM and WebinarGeek to streamline your workflow and drive conversions.

What you can automate?
🔄
Sync new leads and webinar registrations automatically
Whenever a lead is created in Microsoft Dynamics 365 CRM, have them subscribed to your WebinarGeek broadcast instantly without lifting a finger. Eliminate manual data transfer between your CRM and webinar platform.
📋
Capture every submitted registration field
Map all custom participant questions and form answers from WebinarGeek directly into Microsoft Dynamics 365 CRM fields. Ensure your team has complete context for every attendee.
🔔
Notify your team the moment registrants sign up
Trigger instant team alerts in Slack or Microsoft Outlook whenever a high-value lead registers for a webinar. Keep sales reps informed and ready to engage.
🔀
Route participants based on submitted criteria
Send leads to different WebinarGeek broadcasts or update specific Microsoft Dynamics 365 CRM pipelines depending on the answers submitted during registration.
🔄
Keep records updated as engagement changes
When a subscriber watches a webinar or completes a replay in WebinarGeek, update their Microsoft Dynamics 365 CRM contact record with real-time participation status.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Microsoft Dynamics 365 CRM before processing a WebinarGeek subscriber, updating existing records instead of generating duplicate entries.
💳
Handle payments and subscription updates
When a webinar payment is completed in WebinarGeek, update the corresponding Microsoft Dynamics 365 CRM record and generate accounting records in Stripe automatically.
🌐
Extend your workflow to external apps
Connect Microsoft Dynamics 365 CRM and WebinarGeek with HubSpot, Mailchimp, Zoom, Slack, or Stripe to create multi-step pipelines that span your entire tech stack.
And much more...

Who is Microsoft Dynamics 365 CRM + WebinarGeek integration for?

Connecting Microsoft Dynamics 365 CRM and WebinarGeek streamlines webinar registrations and lead management, saving sales and marketing teams hours of manual data entry every week.

Marketing directors
Marketing directors
Sales representatives
Sales representatives
Customer success managers
Customer success managers
Event operations leads
Event operations leads
Business development executives
Business development executives
CRM administrators
CRM administrators
📈
Marketing directors
You're running webinar campaigns while tracking registrations manually in Microsoft Dynamics 365 CRM, but your subscriber lists only update when someone exports data, so your conversion numbers are always lagging behind — automating both apps means every registrant syncs instantly and your pipeline Stays current.
Sales representatives
You need to reach out to webinar attendees while their intent is high, but registration details arrive hours late in Microsoft Dynamics 365 CRM, so you miss the window for timely follow-ups — connecting these apps means new registrants appear in your CRM right away and your outreach speed improves.
🤝
Customer success managers
You report on client webinar attendance to stakeholders, but manual tracking leaves gaps in your engagement records, so your status updates lack reliable data — integrating these apps means participant activity logs automatically and your progress reporting stays accurate.
📊
Event operations leads
The volume of webinar signups overwhelms your team's ability to copy data into Microsoft Dynamics 365 CRM by hand, so records pile up unprocessed — automating this workflow means high-volume registrations transfer seamlessly and your database remains completely up to date.
🎯
Business development executives
You depend on marketers to hand over webinar leads before you can begin prospecting in Microsoft Dynamics 365 CRM, so handoff delays slow down your sales cycle — this integration means leads are created in your CRM the moment they register and your pipeline moves faster.
📝
CRM administrators
You maintain database hygiene in Microsoft Dynamics 365 CRM, but manual entries from WebinarGeek introduce formatting errors and duplicate records, so your history has constant gaps — automating both apps means clean data syncs every time and your record history stays reliable.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + WebinarGeek

Build and manage your Microsoft Dynamics 365 CRM + WebinarGeek 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 + WebinarGeek 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?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to WebinarGeek?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to WebinarGeek instantly using 1-click workflows or Integrately AI. Pair them with tools like HubSpot, Mailchimp, and Slack to automate your complete webinar and CRM pipeline.
Can I automatically register Microsoft Dynamics 365 CRM leads for WebinarGeek broadcasts?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, WebinarGeek, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and WebinarGeek?
Frequently Asked Questions
How are contacts updated between Microsoft Dynamics 365 CRM and WebinarGeek?
Frequently Asked Questions
How does WebinarGeek handle subscriber data during automation?
Frequently Asked Questions
Do I need coding skills to build Microsoft Dynamics 365 CRM and WebinarGeek automations?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and WebinarGeek integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or WebinarGeek With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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