Connect Microsoft Dynamics 365 CRM and Pardot to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to Pardot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Pardot - 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 Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Add Prospect to List" in Pardot.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Pardot, 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 Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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
Connect Microsoft Dynamics 365 CRM and Pardot 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Pardot on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Pardot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Pardot
How can I sync contacts between Microsoft Dynamics 365 CRM and Pardot?
We facilitate syncing of contacts by setting up triggers in Dynamics 365 CRM that automatically push new or updated contact data to Pardot. You can configure the system to update Pardot lists, ensuring all contact information stays current across both platforms.
Can I track email engagement in Dynamics 365 CRM from campaigns launched through Pardot?
Yes, our integration enables pulling email engagement metrics such as opens and click-through rates from Pardot into Dynamics 365 CRM. By setting up specific triggers based on actions taken in these emails, you can have this engagement data reflected within your CRM.
Is it possible to automate lead score updates from Pardot to Microsoft Dynamics 365?
Absolutely, you can automate lead score updates by establishing a trigger in Pardot that sends the scoring information directly to Microsoft Dynamics 365 CRM. This process ensures that your sales team has access to the most updated lead scores for prioritization.
What if a contact opts out in one platform, will it reflect in the other system?
When a contact opts out of communications in either Microsoft Dynamics 365 CRM or Pardot, we provide an automation option to mirror this status across both systems. Setting up sync triggers allows opt-out preferences to be universally respected.
How do I ensure that only qualified leads are sent from Microsoft Dynamics 365 CRM to Pardot?
To ensure only qualified leads are transferred, create a trigger within Microsoft Dynamics 365 CRM based on pre-determined criteria such as lead score or source. This trigger will filter out unqualified leads, sending only those that meet your specifications into Pardot.
Are tags supported when syncing between these two platforms?
Tags can be synced by creating specific conditions for tag transfers via our integration setup. If certain criteria are met within either platform, the corresponding tags will be applied and synchronized across both Microsoft Dynamics 365 CRM and Pardot.
Can activities from within Dynamics 365, like tasks and calls, be tracked within Pardot for reporting purposes?
Yes, through our integration setup you can map activity types such as tasks or calls from Dynamics 365 directly into Pardot reports. This mapping provides comprehensive visibility into customer interactions regardless of where they happen.
