Integrate ActiveCampaign with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between ActiveCampaign and Microsoft Dynamics CRM

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About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Best ActiveCampaign and Microsoft Dynamics CRM Integrations

  • ActiveCampaign Integration Microsoft Dynamics CRM Integration

    ActiveCampaign + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • ActiveCampaign Integration Microsoft Dynamics CRM Integration

    ActiveCampaign + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • ActiveCampaign Integration Microsoft Dynamics CRM Integration

    ActiveCampaign + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • ActiveCampaign Integration Microsoft Dynamics CRM Integration

    ActiveCampaign + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • ActiveCampaign Integration Microsoft Dynamics CRM Integration

    ActiveCampaign + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • ActiveCampaign Integration {{item.actionAppName}} Integration

    ActiveCampaign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect ActiveCampaign + Microsoft Dynamics CRM in easier way

It's easy to connect ActiveCampaign + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How ActiveCampaign & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose ActiveCampaign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ActiveCampaign to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ActiveCampaign and Microsoft Dynamics CRM

ActiveCampaign is a marketing automation platform that allows users to manage their email marketing campaigns and track their performance. ActiveCampaign is an all-in-one spution for managing sales, marketing, and customer support communication.Microsoft Dynamics CRM is a customer relationship management (CRM. software that helps business organizations plan, execute, and track their customer relationships. It helps in keeping the records of customers, leads, and prospects.Microsoft Dynamics CRM integrates with ActiveCampaign to allow users to track leads and sales pipelines from within the CRM dashboard. Using Microsoft Dynamics CRM integration with ActiveCampaign, users can send targeted emails to their prospects and customers.Microsoft Dynamics CRM offers a free 30-day trial for non-profit organizations.

ActiveCampaign and Microsoft Dynamics CRM integrate by allowing users to access users in ActiveCampaign from within Microsoft Dynamics CRM. Users can create custom objects in Microsoft Dynamics CRM that represent contacts in ActiveCampaign. The contact's information is then automatically updated in ActiveCampaign whenever a particular action is performed on the record in Microsoft Dynamics CRM.Microsoft Dynamics CRM allows users to add ActiveCampaign as a connected service. Once connected, users can access contacts from within Microsoft Dynamics CRM. They can be added to the existing opportunities or cases or they can be created as new accounts and opportunities.A user can click on any entity in the account's chart of accounts tree view and it will open a form where they can enter information about the contact. This information is automatically populated into the corresponding fields in ActiveCampaign.Dynamics 365 for Customer Engagement allows users to create lead forms that are integrated with ActiveCampaign, making it easy for users to capture leads through the web. An email address entered into the form can be converted into a contact in both Microsoft Dynamics CRM and ActiveCampaign accounts.The workflow automates actions such as creating a lead in Microsoft Dynamics CRM or updating its status, adding or removing activities in the pipeline, sending an email campaign to the contact, etc.Users can also add an email activity to a case or opportunity in Microsoft Dynamics CRM by creating an email activity task from within the case or opportunity record itself. Users can also add email activities to cases or opportunities using their Outlook client. An email activity can be created from within the case or opportunity record or by right-clicking on a case or opportunity and choosing Email Activity from the context menu. The email activity task can be configured to automatically update the case or opportunity record with status updates from ActiveCampaign regarding the email activity, e.g., when an email campaign is sent to the contact or if something goes wrong during the process.

Integration of ActiveCampaign and Microsoft Dynamics CRM makes it easier for users to manage their contacts across both platforms by eliminating redundant work. For example, a lead that is captured on an ActiveCampaign form can be automatically added as a new account or opportunity in Microsoft Dynamics CRM where users can keep track of their leads. Sales reps no longer have to manually create accounts and opportunities for each lead they fplow up on.

The process to integrate ActiveCampaign and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.