Microsoft Dynamics 365 CRM + Wild Apricot Integration

Integrate Microsoft Dynamics 365 CRM to Wild Apricot in one click, or tell Integrately AI how you want each contact handled. Create contacts instantly, sync membership details, update records, and keep your databases aligned 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
  • Wild Apricot
    Membership is lapsed in Wild Apricot Instant
  • Wild Apricot
    Membership is created in Wild Apricot Instant
  • Wild Apricot
    Contact is created in Wild Apricot
  • Wild Apricot
    Event registration is created in Wild Apricot
  • Wild Apricot
    Payment is created or updated in Wild Apricot
  • Wild Apricot
    Invoice is created in Wild Apricot
  • Wild Apricot
    Audit log item is created in Wild Apricot
  • Wild Apricot
    Refund is Created or updated in Wild Apricot
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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
  • Wild Apricot
    Get membership by ID in Wild Apricot
  • Wild Apricot
    Create contact in Wild Apricot
  • Wild Apricot
    Search contact in Wild Apricot
  • Wild Apricot
    Update contact in Wild Apricot
  • Wild Apricot
    Delete contact in Wild Apricot
  • Wild Apricot
    Create event in Wild Apricot
  • Wild Apricot
    Clone event in Wild Apricot
  • Wild Apricot
    Create event registration in Wild Apricot
  • Wild Apricot
    Create event registration type in Wild Apricot
  • Wild Apricot
    Check-in event attendee in Wild Apricot
  • Wild Apricot
    Create invoice in Wild Apricot

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Wild Apricot Integration

Capture contacts, manage event registrations, keep member databases updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Wild Apricot Integration

Create Wild Apricot contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Wild Apricot integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Wild Apricot contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Wild Apricot + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Wild Apricot contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Wild Apricot - Microsoft Dynamics 365 CRM integration, anytime a new Wild Apricot contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Microsoft Dynamics 365 CRM + Wild Apricot flow

Sync member data with email marketing, event management, accounting, and communication tools right after your core workflows run. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Wild Apricot
+
MailchimpMailchimp (4)
+
EventbriteEventbrite (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
ZoomZoom (3)
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W
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Add every new Microsoft Dynamics 365 CRM contact to Wild Apricot, and subscribe them in Mailchimp
New Microsoft Dynamics 365 CRM contacts appear in Wild Apricot instantly and get added to Mailchimp automatically, eliminating manual data entry.
W
M
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When a Wild Apricot membership is created, update Microsoft Dynamics 365 CRM and add a tag in Mailchimp
New Wild Apricot memberships update your Microsoft Dynamics 365 CRM records and apply specific subscriber tags in Mailchimp.
M
W
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If a Microsoft Dynamics 365 CRM lead is created, create a Wild Apricot contact and add a segmented subscriber in Mailchimp
New Microsoft Dynamics 365 CRM leads trigger a Wild Apricot contact creation and targeted Mailchimp segmentation automatically.
M
C
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Use Claude to summarise new Microsoft Dynamics 365 CRM contact notes, create a Wild Apricot contact, and add a subscriber in Mailchimp
Claude generates a contact summary from Microsoft Dynamics 365 CRM, creates the Wild Apricot contact, and adds a Mailchimp subscriber.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Wild Apricot

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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Wild Apricot
Wild Apricot Triggers & Actions
Instant
Membership is lapsed in Wild Apricot
Activates when a member's subscription expires
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Instant
Membership is created in Wild Apricot
Triggers the automation when a membership is created
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Contact is created in Wild Apricot
Triggers the automation when a new contact is created
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Event registration is created in Wild Apricot
Triggers the automation when someone registers for any event
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Payment is created or updated in Wild Apricot
Triggers the automation when a payment is created or updated
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Invoice is created in Wild Apricot
Triggers the automation when any invoice is added or modified
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Audit log item is created in Wild Apricot
Triggers the automation when a new record is added to the audit log
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Refund is Created or updated in Wild Apricot
Triggers the automation when a refund is created or updated
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Get membership by ID in Wild Apricot
Retrieves membership details using a unique identifier
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Create contact in Wild Apricot
Adds a new contact to the database
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Search contact in Wild Apricot
Finds and retrieves contact information
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Update contact in Wild Apricot
Updates contact information with new details
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Delete contact in Wild Apricot
Removes a contact from the address book
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Create event in Wild Apricot
Adds a new contact to the contact list
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Clone event in Wild Apricot
Creates a duplicate of an existing board with all settings and elements
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Create event registration in Wild Apricot
Registers a participant for an event
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Create event registration type in Wild Apricot
Defines a new type of event registration
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Check-in event attendee in Wild Apricot
Check-in the attendee to a event
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Create invoice in Wild Apricot
Generates invoices for sales transactions
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What can you automate with Microsoft Dynamics 365 CRM + Wild Apricot?

Streamline your contact management, event registrations, and financial workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync contacts between Microsoft Dynamics 365 CRM and Wild Apricot
Automatically create or update contacts in Wild Apricot whenever a new contact or lead is created in Microsoft Dynamics 365 CRM. Keep your CRM and membership database perfectly aligned.
📋
Capture every submitted field during registration
Map all available contact and membership details into your destination app instead of just basic names and emails. Ensure no custom form fields or notes are ever left behind.
🔔
Alert your team instantly on new member signups
Send real-time notifications to your team in Slack or via email the moment a new membership is created or an invoice is paid in Wild Apricot.
🔀
Route records based on membership status
Execute different actions depending on whether a member's status is active or lapsed. Trigger targeted follow-ups or update CRM records accordingly.
🔄
Keep records updated as data changes
Automatically propagate updates made to contacts, accounts, or opportunities in Microsoft Dynamics 365 CRM over to Wild Apricot without manual intervention.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Wild Apricot before creating a new record, updating existing entries to maintain a clean database.
💳
Handle payments, invoices, and refunds seamlessly
Automate workflows for new payments, created invoices, and updated refunds across your financial and membership platforms.
🚀
Extend your workflow with popular business apps
Connect your core Microsoft Dynamics 365 CRM and Wild Apricot flow to Mailchimp, QuickBooks Online, Slack, or Stripe for a complete business stack.
And much more...

Who is Microsoft Dynamics 365 CRM + Wild Apricot integration for?

Connecting Microsoft Dynamics 365 CRM and Wild Apricot helps sales teams, membership managers, and operations staff eliminate manual data entry and keep member records perfectly synchronized.

Sales managers
Sales managers
Membership coordinators
Membership coordinators
Client success teams
Client success teams
Operations directors
Operations directors
Account executives
Account executives
Data administrators
Data administrators
📈
Sales managers
You're reviewing pipeline reports in Microsoft Dynamics 365 CRM but your membership data in Wild Apricot hasn't been updated since yesterday morning, so your quarterly forecasts are built on stale numbers — this integration means every new membership and contact update flows across systems instantly and your records stay current.
Membership coordinators
You need to process new member signups and event registrations immediately, but manually copying details between Microsoft Dynamics 365 CRM and Wild Apricot leaves members waiting days for confirmation — with this integration, every submission triggers instant record creation and your onboarding runs without delay.
🤝
Client success teams
You answer to stakeholders who want real-time updates on active accounts, but fragmented data between Microsoft Dynamics 365 CRM and Wild Apricot forces you to spend hours reconciling spreadsheets before every meeting — automating both apps means your client histories are always accurate and ready to present.
📊
Operations directors
The volume of incoming leads and member renewals is too high for your staff to keep up with by hand, leading to missed follow-ups and clerical errors across platforms — connecting these apps means routine data syncing runs in the background and your team can focus on growing the organisation.
💼
Account executives
You own the relationship stage and depend on upstream membership teams to hand over accurate contact data from Wild Apricot into Microsoft Dynamics 365 CRM before you reach out — this integration means every lead handoff happens automatically and you never have to chase missing background details.
🗂️
Data administrators
You need a reliable history of member payments and contact details, but manual entry keeps introducing gaps and duplicate records between your CRM and membership software — automating both apps means every record is written cleanly and your audit logs remain spotless.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Wild Apricot

Build and manage your Microsoft Dynamics 365 CRM + Wild Apricot 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 + Wild Apricot 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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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Wild Apricot?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Wild Apricot using 1-click automation setup on Integrately. Choose from ready templates or ask Integrately AI to build your custom flow alongside tools like Mailchimp, Slack, and QuickBooks Online.
Can I automatically sync new contacts between Microsoft Dynamics 365 CRM and Wild Apricot?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Wild Apricot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Wild Apricot?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates in this integration?
Frequently Asked Questions
How does Wild Apricot manage membership records with Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Wild Apricot?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Wild Apricot integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Wild Apricot With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to sales tools, email marketing platforms, and customer support systems to streamline your pipeline management.
Wild Apricot
Popular Wild Apricot Integrations
Sync Wild Apricot with payment gateways, event platforms, and accounting software to keep member data working across your entire organisation.