Connect Microsoft Dynamics 365 CRM and Stripe to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to Stripe with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Stripe - 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 "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Stripe, 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
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Practical ways you can use Microsoft Dynamics 365 CRM and Stripe
Sync new Stripe customers to Microsoft Dynamics 365 CRM
When a new customer is added in Stripe, Zapier automatically creates a corresponding contact in Microsoft Dynamics 365 CRM. This keeps both systems aligned, saves manual entry time, and ensures records are accurate for both financial and sales teams.
Business OwnerLog successful Stripe payments as custom entity actions in Microsoft Dynamics 365 CRM
When a new payment is completed in Stripe, Zapier logs it in Microsoft Dynamics 365 CRM as a custom entity action. This provides a centralized view for analyzing financial and customer data trends, improving data analysis workflows.
Data ScienceLearn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Stripe on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Stripe 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 Stripe
How can I integrate Microsoft Dynamics 365 CRM with Stripe?
We integrate Microsoft Dynamics 365 CRM with Stripe using an automation platform that connects the two applications, enabling data to flow seamlessly between them. You can set up triggers in Dynamics 365, such as new or updated records, which then initiate actions in Stripe like creating a customer or processing a payment.
What are some common triggers for integrating Microsoft Dynamics 365 CRM with Stripe?
Common triggers include creating or updating contacts, opportunities, or orders in Dynamics 365. These actions can prompt activities in Stripe like generating invoices, charging a customer, or updating customer information.
Can I automate payment processing using this integration?
Yes, by configuring specific triggers within Microsoft Dynamics 365 CRM such as when an opportunity is won or and order is marked complete, you can automatically initiate a payment process in Stripe without manual intervention.
Is it possible to update customer information on both platforms simultaneously?
Certainly, our integration allows you to set up workflows where updates made to customer details in Microsoft Dynamics 365 automatically reflect in Stripe as well. This ensures that your data remains consistent across both platforms.
How do I handle refunds through this integration?
You can set up workflows where initiating a refund process within Microsoft Dynamics 365 CRM sends an automated trigger to process the refund on Stripe. This way you ensure accurate and prompt handling of refunds through streamlined operations.
What happens if there's an error during data syncing between the two services?
In case of errors during syncing between Microsoft Dynamics 365 and Stripe, our integration tools provide detailed logs and error alerts allowing users quickly troubleshoot issues ensuring minimal disruptions.
Can custom fields be mapped between Microsoft Dynamics 365 CRM and Stripe?
Yes, we support mapping of custom fields ensuring that any unique data requirements you have flow smoothly from Microsoft Dynamics 365 CRM into corresponding sections of your Stripe account.
