Connect Microsoft Dynamics 365 CRM and ZoomInfo to power AI-driven automation

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Choose a Trigger

Choose an Action

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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 "Account Summary" in ZoomInfo.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and ZoomInfo, 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
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- 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
- Owner
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
- Company Id
  Required
Action
Write
- Company ID
- Company Name
- Company Website
Action
Write
- Company ID
  Required
- Department(s)
- Page Number
- Results Per Page
Action
Write
- Email
- Full Name
- First Name
- Last Name
- Phone
- Job Title
- Company Name
- Social Media Profile (URL)
- Minimum Contact Accuracy Score
- Contact ID
Action
Write
- Company Name
- Company ID
Action
Write
- Company Name
- Company Website
- Employee Count
- Country
Action
Write
- Categories
  Required
- Results per page
  Required
- Page
  Required
- From Date
- To Date
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- 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
- Api_docs_info
- 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
- Topics
  Required
- Metro Region
- Industry Code
- Signal Score Minimum
- Signal Score Maximum
- Audience Strength Minimum
- Audience Strength Maximum
Trigger
Polling
Try It
- Output Fields
  Required
- Company ID
- Company Name
- Company Website
Action
Write
- IP Address
  Required
- Output Fields
Action
Write
- Company ID(s)
  Required
- Signal Type(s)
Action
Write
- Company ID
  Required
Action
Write
- Reference Person ID
  Required
- Company ID
Action
Write
- Job Title
- Management Level
- Department
- Company Past or Present
- Company Name
- Company Website
- State
- Country
Action
Write
- Company Name
  Required
- Company ID
Action
Write

For AI agents & developers

Use Microsoft Dynamics 365 CRM and ZoomInfo with AI agents and code

Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and ZoomInfo actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Dynamics 365 CRM and ZoomInfo actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Account
Account Summary

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Dynamics 365 CRM and ZoomInfo actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* microsoft-dynamics-crm / zoominfo action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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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 Microsoft Dynamics 365 CRM and ZoomInfo 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.

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.

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.

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.

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.

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

Learn how to automate ZoomInfo on the Zapier blog

Make work flow with AI

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

Learn about AI automation

Frequently Asked Questions about Microsoft Dynamics 365 CRM + ZoomInfo 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 ZoomInfo

How can I integrate Microsoft Dynamics 365 CRM with ZoomInfo?

You can integrate Microsoft Dynamics 365 CRM with ZoomInfo using our platform to set up automated workflows that connect data across both applications. You'll typically use triggers from one app to perform actions in the other, ensuring streamlined data sharing.

What triggers can be used from Microsoft Dynamics 365 CRM in an integration with ZoomInfo?

Triggers such as 'New Contact', 'Updated Lead', or 'New Opportunity' from Microsoft Dynamics 365 CRM can automatically initiate actions within ZoomInfo, enabling you to enhance your customer data insights without manual input.

What types of actions can be executed in ZoomInfo from an integration with Microsoft Dynamics 365 CRM?

Actions such as 'Find Contact', 'Create Lead', or 'Update Account' in ZoomInfo can be triggered by specific events occurring in Microsoft Dynamics 365 CRM, allowing seamless enrichment and synchronization of contact details.

Is coding required to set up the integration between these platforms?

No coding is necessary. Our platform provides a user-friendly interface where you can select predefined triggers and actions to create the workflows needed for integrating Microsoft Dynamics 365 CRM and ZoomInfo.

How often do the integrations sync data between Microsoft Dynamics 365 CRM and ZoomInfo?

The frequency of data synchronization depends on the triggers selected within the workflow. You can set real-time triggers for instant updates or schedule batch operations according to your needs for periodic updates.

Can I customize which fields are updated in ZoomInfo when a trigger occurs in Microsoft Dynamics 365 CRM?

Yes, you have full control over field mapping within our integration setup. You can select which specific fields are updated or synced when a trigger occurs, ensuring only relevant information is shared between systems.

What happens if there is an error during a triggered action from one system?

We have error-handling mechanisms that will notify you if an action fails after a trigger is activated. This ensures you're aware of any issues immediately so they can be addressed without disrupting your workflow.

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

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About ZoomInfo

ZoomInfo provides a cloud-based platform that aggregates and analyzes vast business data to deliver comprehensive intelligence on companies and decision-makers.

HelpHelp

Related categories

Sales & CRM

Connect Microsoft Dynamics 365 CRM and ZoomInfo to power AI-driven automation

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

Use Microsoft Dynamics 365 CRM and ZoomInfo with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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

Connect Microsoft Dynamics 365 CRM and ZoomInfo to integrate crucial parts of your business

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

6 ways to automate Microsoft Dynamics 365

Learn how to automate ZoomInfo on the Zapier blog

4 ways to automate ZoomInfo

Make work flow with AI

Frequently Asked Questions about Microsoft Dynamics 365 CRM + ZoomInfo integrations

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