Connect Marketo and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect Marketo to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Marketo with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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.
- New Program
Triggers when a new program is created.
Try ItTriggerPolling - List
- Additional Fields
Try ItTriggerPolling- External Company IDRequired
ActionWrite
- List
- Additional Fields
Try ItTriggerPolling- Zap_id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Try ItTriggerInstant- ListRequired
- LeadRequired
ActionWrite- Partition
ActionWrite
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Learn how to automate Marketo on the Zapier blog
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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.