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Connect Klaviyo and Microsoft Dynamics 365 CRM to unlock the power of automation

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

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

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from Klaviyo.

Add your action

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

You’re connected!

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

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Customers have created over 25 million Zaps on the platform

6 mins

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

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Frequently Asked Questions about Klaviyo + 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 Klaviyo and Microsoft Dynamics 365 CRM

How do I connect Klaviyo to Microsoft Dynamics 365 CRM?

To connect Klaviyo with Microsoft Dynamics 365 CRM, you can use an integration tool or API. Start by obtaining your Dynamics CRM API credentials and then input them into the integration platform's setup for authentication. Ensure that you've mapped the necessary fields properly.

What triggers are available when integrating Klaviyo with Microsoft Dynamics 365 CRM?

When integrating Klaviyo, you can set up various triggers like 'New Contact Added', 'Updated Lead', or 'New Opportunity Won' in Microsoft Dynamics 365 CRM, which will then perform specific actions in Klaviyo such as sending a welcome email or updating a segment.

Can I sync custom fields between Klaviyo and Microsoft Dynamics 365 CRM?

Yes, when setting up the integration, you can map custom fields from Microsoft Dynamics 365 CRM to Klaviyo. This allows for more personalized communication as these fields will be recognized and updated accordingly during integrations.

What actions can be taken in Klaviyo when a trigger occurs in Microsoft Dynamics 365 CRM?

Upon triggers like 'Contact Updated' in CRM, actions such as adding the contact to a specific flow or list, sending out an automated email sequence, or updating contact properties within Klaviyo can be executed.

Is it possible to update existing records in Klaviyo based on changes made in Microsoft Dynamics 365 CRM?

Absolutely. The integration allows for real-time updates so that any changes made to records like contacts or leads in Microsoft Dynamics 365 CRM are immediately reflected in your associated records within Klaviyo.

Can I automate email campaigns based on activities recorded in Microsoft Dynamics 365 CRM?

Yes, you can automate email campaigns in Klaviyo triggered by activities from your data in Microsoft Dynamics. For instance, if a lead status changes to 'Closed-Won', an automated campaign thanking new customers can be initiated.

Are there limitations on the number of records I can sync between these two platforms?

While syncing capabilities enable handling substantial amounts of data interchangeably between these platforms, actual limits may depend on current plan subscriptions and should be reviewed under their respective documentation for precise figures.

Practical ways you can use Klaviyo and Microsoft Dynamics 365 CRM

Create campaigns for customer segments

Automatically create a Klaviyo campaign whenever a new segment is identified in Klaviyo. As a business owner, this helps capture and respond to targeted customer groups efficiently, growing revenue opportunities.

Business Owner
Keep CRM data up-to-date with email marketing profiles

Ensure seamless alignment between marketing and CRM. When a profile is updated in Klaviyo, Zapier updates the corresponding contact in Microsoft Dynamics CRM. This workflow eliminates manual data entry and reduces inconsistencies, helping improve customer data accuracy.

IT
Send hyper-targeted emails to new leads

When a new lead is created in Microsoft Dynamics 365 CRM, Zapier adds them to a specific list in Klaviyo. This automation streamlines lead nurturing and helps marketing teams launch customized campaigns faster, improving conversion rates.

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
    • Channel
    Trigger
    Polling
    Try It
    • Tag
      Required
    • List
      Required
    Action
    Write
    • List Name
      Required
    Action
    Write
    • Audience Type
    Trigger
    Polling
    Try It
    • Profile ID
      Required
    • List
      Required
    Action
    Write
    • Tag
      Required
    • Segment
      Required
    Action
    Write
    • Email
    • First_name
    • Last_name
    • Phone_number
    • Title
    • Organization
    • City
    • Region
    • Country
    • Zip
    • Image URL
    • Unique_id
    • Custom_properties
    • Consent to subscribe to Channel
    • SMS Subscription Type
    Action
    Write

Learn how to automate Klaviyo on the Zapier blog

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

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About Klaviyo
Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
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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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