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

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

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

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form Submission" from Marketo.

Add your action

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

You’re connected!

Zapier seamlessly connects Marketo 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.

    • Form
    Trigger
    Polling
    Try It
  • Marketo triggers, actions, and search
    New Program

    Triggers when a new program is created.

    Trigger
    Polling
    Try It
    • External Company ID
      Required
    Action
    Write
    • Zap_id
    • Program Context
      Required
    • Campaign Context
      Required
    • Program Context
      Required
    • Program Member Context
      Required
    Trigger
    Instant
    Try It
    • List
      Required
    • Lead
      Required
    Action
    Write
    • Partition
    Action
    Write

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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

Connect Marketo 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.

Learn how to automate Marketo on the Zapier blog

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

Make work flow with AI

Level up your Marketo to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

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

How does the integration between Marketo and Microsoft Dynamics 365 CRM work?

The integration between Marketo and Microsoft Dynamics 365 CRM allows you to synchronize data such as leads, contacts, and activities between the two platforms seamlessly. Our system supports real-time data exchange, ensuring updates in one platform reflect instantly on the other.

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

Available triggers include when a new lead or contact is created, when a lead or contact is updated, and when a task or event is completed in Microsoft Dynamics 365 CRM. These enable automation of subsequent actions within Marketo.

What actions can be automated in Marketo using this integration?

You can automate actions such as updating lead scores, nurturing campaigns based on CRM updates, syncing contact details, and more. These automated actions help streamline your marketing and sales efforts efficiently.

How often is data synchronized between Marketo and Microsoft Dynamics 365?

Data synchronization can occur in real-time depending on your configuration setup. However, we also offer customizable options where synchronization intervals can be set according to your business needs.

Are there any prerequisites for setting up the integration?

Yes, you will need access to both platforms with appropriate permissions. Additionally, API access should be enabled in both Marketo and Microsoft Dynamics 365 CRM for seamless integration setup.

Can I customize which information gets synced between both platforms?

Absolutely! Our integration tools provide mapping features that allow you to select specific data fields that should be synced. This ensures that only relevant information is transferred per your requirements.

What happens if there’s an error during synchronization?

In case of an error during synchronization, our system will log the issue and notify you immediately. We also provide support documentation to help troubleshoot common issues so they can be resolved swiftly.

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About Marketo
Marketo's marketing automation software helps marketers engage customers and prospects.
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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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