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Zapier makes it easy to integrate Brevo with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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Brevo
Brevo
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
Brevo
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Campaign Status" from Brevo.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Brevo and Microsoft Dynamics 365 CRM, automating your workflow.
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.
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer type
Required
Owner
Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Account
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Contact
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Case/Incident
Required
State
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Order
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Custom Entity
Required
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
State Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Custom Entity
Required
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Brevo and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call Brevo and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Brevo and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
(Deprecated) Add or Update Contact
Create Account
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Brevo and Microsoft Dynamics 365 CRM
Centralize customer activity data
Improve your visibility into customer activity. Whenever there's a new case created in Microsoft Dynamics 365 CRM, Zapier sends an email through Brevo summarizing the details. This keeps business owners informed and enables quick follow-up on important customer issues.
Sync customer details between Brevo and Dynamics 365 CRM
Keep customer information consistent across platforms. When a contact is added or updated in Brevo, Zapier updates the corresponding contact in Microsoft Dynamics 365 CRM automatically. This reduces manual data entry and ensures accurate customer records.
Stay on top of your email marketing performance. When someone clicks a link in a Brevo email campaign, Zapier records the engagement in Microsoft Dynamics 365 CRM. This helps the marketing team prioritize highly engaged leads and tailor their campaigns effectively.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Make work flow with AI
Level up your Brevo to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Brevo + 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 Brevo and Microsoft Dynamics 365 CRM
What is required to start integrating Brevo with Microsoft Dynamics 365 CRM?
To start integrating Brevo with Microsoft Dynamics 365 CRM, you need an active account on both platforms and permissions to access API keys. We'll guide you through generating API keys needed for the connection.
Can I create Dynamics 365 CRM Contacts from new Brevo subscribers?
Yes, by setting up a trigger for 'New Subscriber' in Brevo and an action of 'Create Contact' in Dynamics 365 CRM, you can automate the creation of new contacts within your CRM system as soon as someone subscribes in Brevo.
How do I update Microsoft Dynamics 365 CRM leads when a contact's details change in Brevo?
Our integration allows you to set a trigger like 'Contact Updated' in Brevo and map it to an action such as 'Update Lead' in Dynamics 365 CRM, ensuring your records are synchronized.
Is it possible to send an email campaign via Brevo when a new deal is created in Dynamics 365?
Yes, by using the 'New Deal' trigger from Dynamics 365 and linking it with the 'Send Campaign' action in Brevo, automated marketing campaigns can promptly reach your audience upon deal creation.
How can I ensure task assignments are distributed when emails bounce in Brevo?
You can set up a workflow where the trigger is ‘Email Bounced’ in Brevo, leading to actions such as ‘Create Task’ or ‘Assign Task’ in Dynamics 365. This helps ensure prompt follow-up actions are taken.
What kind of synchronization options exist between contact lists on both platforms?
You may use actions like ‘Add to List' or ‘Remove from List’ between platforms by configuring triggers such as ‘List Updated’ or ‘Subscriber Removed’. We offer seamless options for maintaining synchronization between your contact lists on both platforms.
How frequently does data sync occur between Brevo and Microsoft Dynamics 365 CRM?
The integration typically supports near real-time syncing depending on how triggers and actions are configured. However, certain scenarios may depend on scheduled checks or batch requests initiated at regular intervals.
About Brevo
Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
