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Quickly connect Microsoft Dynamics 365 CRM to SendGrid with a Zapier template.

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Manage new Microsoft Dynamics 365 CRM contacts by initiating ae:40058 action in SendGrid
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Microsoft Dynamics 365 CRM + SendGrid

Manage new Microsoft Dynamics 365 CRM contacts by initiating ae:40058 action in SendGrid

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Microsoft Dynamics 365 CRM + SendGrid

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Send Email" in SendGrid.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and SendGrid, 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.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Custom Entity
  Required
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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 Entity
  Required
- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Action
Write

- Info
Trigger
Polling
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- Info
Trigger
Polling
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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- Info
Trigger
Polling
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- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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_name
  Required
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
- To
  Required
- From
  Required
- From Name
- Reply To
- Subject
  Required
- Text
- HTML
Action
Write
Find List by Name
This action searches for a specific list in SendGrid using the list name as an input and outputs the information of the list that matches the input name.
Action
Write

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use Microsoft Dynamics 365 CRM and SendGrid

Add new contacts to mailing lists

Save time updating contact lists. When a new contact is created in Microsoft Dynamics 365 CRM, Zapier automatically adds them to a specified list in SendGrid. This ensures your mailing lists in SendGrid are always up-to-date, improving email targeting and communication efficiency.

Marketing & Marketing Ops

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Send updates via email from Microsoft Dynamics cases

Ensure project stakeholders are always in the loop. When a new case/incident is created in Microsoft Dynamics 365 CRM, Zapier sends an email update to relevant stakeholders using SendGrid. This streamlines communication and avoids missed details.

Project Management

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

Learn how to automate SendGrid on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to SendGrid integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SendGrid

SendGrid's cloud-based email infrastructure relieves businesses of the cost and complexity of maintaining custom email systems

HelpHelp

Related categories

Transactional Email

Similar apps

Mailchimp Transactional

Transactional Email

Mailgun

Transactional Email

Amazon SES

Amazon, Transactional Email

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

Set up your first integration

Manage new Microsoft Dynamics 365 CRM contacts by initiating ae:40058 action in SendGrid

Manage new Microsoft Dynamics 365 CRM contacts by initiating ae:40058 action in SendGrid

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

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

Practical ways you can use Microsoft Dynamics 365 CRM and SendGrid

Add new contacts to mailing lists

Send updates via email from Microsoft Dynamics cases

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

6 ways to automate Microsoft Dynamics 365

Learn how to automate SendGrid on the Zapier blog

5 ways to automate SendGrid with Zapier

How to send SendGrid emails from Typeform

Make work flow with AI

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