Skip to content
Log inSign up

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

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

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.

Select a trigger from Klaviyo

A trigger is an event that starts your Zap and runs the workflow. For example, with Klaviyo, a trigger could be "New Event."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Klaviyo to Microsoft Dynamics 365 CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

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

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.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

Connect Klaviyo and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • Metric
    Trigger
    Polling
    Try It
    • 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

klaviyo logo
klaviyo logo
About Klaviyo
Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Learn moreLearn moreHelpHelp
Related categories
Marketing Automation
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)Microsoft
Similar apps
Pipedrive integrationsPipedrive integrations
Pipedrive
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Klaviyo to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform

Google Logo Sign up with Google