Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Klaviyo with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
100%
Help
Klaviyo
Klaviyo
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
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.
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.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Entity
Required
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.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Custom Entity Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Opportunity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
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
Company Name
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
Campaign_name
Required
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
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)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Company Name
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
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
Contact ID
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 Klaviyo and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call Klaviyo 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 Klaviyo 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
Add Profile to List
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
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
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.
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.
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.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Make work flow with AI
Level up your Klaviyo 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 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.
About Klaviyo
Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
