Membership.io + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to Membership.io audiences for seamless audience updates

Effortlessly keep your audience data up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Membership.io. Whenever a new lead is added in Microsoft Dynamics 365 CRM, their information will be instantly added or updated in your Membership.io Audience list. This automation not only saves time by reducing manual data entry but also ensures accurate and consistent audience data across both platforms.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Add or Update Audience
Adds audience to a Searchie account.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- HubRequired
- AudienceRequired
Trigger
Polling
Try It
- AudienceRequired
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New Playlist
Triggers when a new playlist is created.
Trigger
Polling
Try It
New Widget or Plugin
Triggers when a new widget or plugin is created.
Trigger
Polling
Try It
- Name
- EmailRequired
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Write
- FolderRequired
- URLRequired
- Title
- Description
- Auto Processs?Required
Action
Write
- FilesRequired
- PlaylistRequired
Action
Write
- AudienceRequired
- HubsRequired
- Email Hub Login?
Action
Write
- AudienceRequired
Action
Write
- AudienceRequired
- TagsRequired
Action
Write
- PlaylistRequired
- FoldersRequired
Action
Write
- PlaylistRequired
- TagsRequired
Action
Write
- EmailRequired
- Name
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Search or write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Folder
Trigger
Polling
Try It
New Audience
Triggers when a new audience is created.
Trigger
Polling
Try It
New Audience Tag
Triggers when a new audience tag is created in the account.
Trigger
Polling
Try It
- PlaylistRequired
Trigger
Polling
Try It
New Hub
Triggers when a new Hub is created.
Trigger
Polling
Try It
- HubRequired
Trigger
Polling
Try It
- AudienceRequired
- AchievementsRequired
Action
Write
- AudienceRequired
- TagsRequired
Action
Write
- FileRequired
- Tag
Action
Write
- PlaylistRequired
- FoldersRequired
Action
Write
- PlaylistRequired
- TagsRequired
Action
Write
- AudienceRequired
- AchievementsRequired
Action
Write
- PlaylistRequired
- FilesRequired
Action
Write
- AudienceRequired
- HubsRequired
Action
Write
- EmailRequired
Action
Search

About Membership.io

Membership.io is a platform that helps creators build and scale their membership sites.

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Related categories

Video & Audio

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more

Membership.io + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to Membership.io audiences for seamless audience updates

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Hub Onboarding Completed

New Audience Activity

New File

New Folder

New Playlist

New Widget or Plugin

Add or Update Audience

Add File

Add File(s) to Playlist

Add Hub Access

Delete Audience

Remove Audience Tag

Remove Folder(s) From a Playlist

Remove Tag(s) From a Playlist

Find or Add Audience

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

File Processed

New Audience

New Audience Tag

New File to Playlist

New Hub

New Playlist to Hub

Add Achievement

Add Audience Tag

Add File Tag

Add Folder(s) to Playlist