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Zapier makes it easy to integrate ActiveCampaign with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

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ActiveCampaign
ActiveCampaign logo
ActiveCampaign
1. Choose trigger event
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM
2. Choose action
ActiveCampaign logo
1. Select the event
Setup
Test
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ActiveCampaign
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Custom Object Record" from ActiveCampaign.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects ActiveCampaign and Microsoft Dynamics 365 CRM, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about ActiveCampaign + Microsoft Dynamics 365 CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ActiveCampaign and Microsoft Dynamics 365 CRM

How do I set up the integration between ActiveCampaign and Microsoft Dynamics 365 CRM?

To set up the integration, navigate to our platform and select ActiveCampaign and Microsoft Dynamics 365 CRM as your apps. Follow the step-by-step instructions to authenticate both accounts. Once authenticated, you can create workflows to automate your tasks.

What are some common triggers in ActiveCampaign for this integration?

Common triggers in ActiveCampaign include new contact creation, updated contacts, email link clicks, email opens, and tag application. These can initiate automated actions within Microsoft Dynamics 365 CRM.

What actions can be performed in Microsoft Dynamics 365 CRM as part of this integration?

Using this integration, you can create or update records like contacts, leads, or opportunities in Microsoft Dynamics 365 CRM based on triggers from ActiveCampaign.

Can I map custom fields between ActiveCampaign and Microsoft Dynamics 365 CRM?

Yes, custom fields can be mapped between both applications. During setup, you'll have the option to map fields specifically according to your organizational needs.

How often does data sync between ActiveCampaign and Microsoft Dynamics 365 CRM?

Data sync frequency can be configured depending on your specific requirements. Typically, data is synced in near real-time when a trigger event occurs.

Is it possible to trigger workflows based on specific tags in ActiveCampaign?

Absolutely! When a tag is added or removed from a contact in ActiveCampaign, it can trigger various workflows within Microsoft Dynamics 365 CRM to update records or initiate processes automatically.

Do I need technical skills to use this integration effectively?

No technical skills are needed. Our platform provides an intuitive interface that makes it easy for anyone to set up and manage integrations between ActiveCampaign and Microsoft Dynamics 365 CRM without any coding knowledge.

Practical ways you can use ActiveCampaign and Microsoft Dynamics 365 CRM

Revenue tracking automation

Track and visualize revenue trends by automating data collection and analysis processes.

Business Owner
Data cleaning automation

Streamline data preparation processes by automating cleaning, validation, and integration tasks.

Data Science
Social media analytics

Analyze engagement metrics and audience behaviors across multiple social media platforms.

Marketing & Marketing Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Custom Object
      Required
    • Trigger Events
      Required
    Trigger
    Instant
    Try It
    • Task Type (Optional)
    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search
    New Automation Webhook

    Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

    Trigger
    Instant
    Try It
    • List
      Required
    Trigger
    Instant
    Try It
    • Custom Object
      Required
    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search
    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
    Try It
    • List
      Required
    Trigger
    Instant
    Try It
    • List
      Required
    Trigger
    Instant
    Try It

Learn how to automate ActiveCampaign on the Zapier blog

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

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About ActiveCampaign
ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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