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ConvertKit + Microsoft Dynamics CRM Integrations

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

About ConvertKit

ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.

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
Microsoft Dynamics CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best ConvertKit and Microsoft Dynamics CRM Integrations

  • ConvertKit Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    ConvertKit New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • ConvertKit Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    ConvertKit New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • ConvertKit Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    ConvertKit New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • ConvertKit Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    ConvertKit New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • ConvertKit Microsoft Dynamics CRM

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    {{item.message}} Read More...
    When this happens...
    ConvertKit {{item.triggerTitle}}
     
    Then do this...
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Connect ConvertKit + Microsoft Dynamics CRM in easier way

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

    Triggers
  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

  • 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.

    Actions
  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

  • 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 Opportunity

    Creates a new Opportunity.

How ConvertKit & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose ConvertKit as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate ConvertKit with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of ConvertKit and Microsoft Dynamics CRM

In the world of social media marketing, there are some ways to help you reach your strategy and goals. One of them is by using a conversion-focused email service and marketing automation platform.

ConvertKit is an email service provider that has been around for over 5 years. It is one of many email services providers on the market that focuses on getting people to convert. When it comes to making money, conversions are important because they make you money. Without them, you do not make any money.

Microsoft Dynamics CRM is a marketing automation platform that comes from the creators of the Office Suite of tops. It provides a way for people to manage customer information and interactions in one place. By using both email and marketing automation together, you can get a more comprehensive and successful marketing and sales strategy than ever before.

Integration of ConvertKit and Microsoft Dynamics CRM

The main way that you integrate ConvertKit and Microsoft Dynamics CRM is by connecting them together. Once they are connected, you can send emails through ConvertKit and get more out of your marketing automation system than ever before. Here are some things to keep in mind when you are trying to connect them together:

  • You need to have a premium account with both so that they can communicate with each other. This is what allows you to send emails to your customers and even manage your leads and contacts within the software. Having a basic level account with either one will not allow you this kind of integration.
  • You need to use the SendGrid SMTP server as your outgoing mail server. If you do not use SendGrid, you will not be able to send emails from within ConvertKit. This is something that our support team will help set up for you if you need any assistance.
  • You need to link your ConvertKit account to Microsoft Dynamics CRM. To do this, go to the ConvertKit dashboard and click on Integrations. On the left side menu, go to Connections and then click on Microsoft Dynamics CRM and fplow the instructions from there.

Benefits of Integration of ConvertKit and Microsoft Dynamics CRM

There are many benefits that come from integrating ConvertKit and Microsoft Dynamics CRM. Here are just a few of those benefits:

  • Track email opens and clicks – There are very few kinds of integrations between email services and marketing automation platforms, so it may seem like this would not be possible without doing it yourself or hiring someone to do it for you. When you connect ConvertKit and Microsoft Dynamics CRM, you can track all of these things in a matter of minutes because they already have a large amount of tracking built into their systems already.
  • Create conditional triggers – Conditional triggers allow you to manage your marketing automation system based on the actions that were taken by your customers. In this case, you can create a trigger that sends an email after someone opens an email from Microsoft Dynamics CRM or from ConvertKit. Then, you can create a fplow-up action based on what was done from the trigger email. For example, if someone clicks on a link from the trigger email, they might be interested in a specific product or service that you offer. You can then send a fplow-up email about that product or service specifically to that individual person. If someone does not click on anything from the trigger email, then they may not have been interested in what was being offered in the first place, so you can move on to different people who may be interested instead.

The process to integrate ConvertKit 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.