Drift + Microsoft Dynamics CRM Integrations

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

About Drift

Drift is the new way businesses buy from businesses. Try our conversational marketing & sales tools designed to make buying easier today

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.

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best Drift and Microsoft Dynamics CRM Integrations

  • Drift HubSpot

    Drift + HubSpot

    Add new leads from Drift to HubSpot
    When this happens...
    Drift New Conversation
    Then do this...
    HubSpot Create or Update Contact
    If you use HubSpot as your principal marketing automation system, Drift may be used as a secondary source of quality leads while keeping everything in one place. With the help of this automation, all new leads from Drift will be added to your contact list in HubSpot. This way, you will be able to send them a personal message and continue engaging in conversation, without any major effort on your part.
    How Does This Integration Work?
    • When someone writes into live chat and provides their email address
    • Appy Pie Connect creates a new lead in Drift.
    Apps Involved
    • Drift
    • HubSpot
  • Drift Salesforce

    Drift + Salesforce

    Add new Drift chats to a Salesforce contact record Read More...
    When this happens...
    Drift New Conversation
    Then do this...
    Salesforce Update Record
    For customer facing employees, the ability to capture first-hand customer feedback during live chats helps improve your customer support strategies. Now you can add a new Drift chat to a Salesforce contact record. Set up this integration and whenever a new chat is started in Drift, Appy Pie Connect will create a new record in Salesforce.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect adds a link to the conversation on the matching contact record in Salesforce
    Apps Involved
    • Drift
    • Salesforce
  • Drift Zoho Cliq

    Drift + Zoho Cliq

    Broadcast new Drift conversations in Zoho Cliq
    When this happens...
    Drift New Conversation
    Then do this...
    Zoho Cliq Broadcast a Bot Message
    If you've started a Drift conversation with someone in Zoho Cliq, you can now broadcast it to anyone in your Zoho Cliq team. After setting up this integration, Appy Pie Connect will watch new conversations in Zoho Cliq and automatically post new chat information to Zoho Cliq. This integration will allow you to quickly let your team know about any conversations started by others.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect post that conversation to Zoho Cliq
    Apps Involved
    • Drift
    • Zoho Cliq
  • Drift Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Drift 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
  • Drift Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Drift 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
  • Drift Databox

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}}
    When this happens...
    Drift {{item.triggerTitle}}
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Drift + Microsoft Dynamics CRM in easier way

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

  • New Message

    Triggers each time when a new message in a conversation is received.

  • 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.

  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates 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 Opportunity

    Creates a new Opportunity.

How Drift & Microsoft Dynamics CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Drift 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 Drift and Microsoft Dynamics CRM


Drift is a marketing automation platform that allows businesses to develop and execute a highly personalized customer experience. It provides a funnel that can be customized for each segment of your business. For example, if you have a small company with only one sales department, then you wouldn’t want to overcomplicate the funnel. But if you have a large operation with a fully functioning sales team, a marketing department, and multiple marketing channels, then the funnel should be very detailed and offer direct access to the appropriate team member.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a cloud-based customer relationship management (CRM. software suite developed by Microsoft. The software helps businesses manage customer relationships, track sales opportunities, and monitor lead sources.

Integration of Drift and Microsoft Dynamics CRM

Integration between Drift and Microsoft Dynamics CRM is seamless and efficient. This integration allows you to engage with your customers at every point in the buyer’s journey and connect all of your content and data. When you integrate Drift and Microsoft Dynamics CRM, you will be able to use the power of both tops to create a more personal and dynamic relationship with your customers. You will be able to leverage the advantages of Drift’s integrations and take your marketing campaigns to the next level.

Benefits of Integration of Drift and Microsoft Dynamics CRM

The benefits of integration between Drift and Microsoft Dynamics CRM are numerous. The key advantage of integration is the ability to improve your customer acquisition rates. By connecting through one platform, you will be able to take complete contrp over your digital marketing and increase your conversion rates. The fplowing are some other benefits:

  • Increased Productivity

One of the biggest benefits of integration is increased productivity. By integrating these two tops, you won’t have to switch back and forth between them as often as before. This will save your time and streamline your workflow. You can also avoid wasting effort on duplicate work by using the same audience again and again throughout your funnel. This way, you won’t have to search for new data or start from scratch when creating another campaign. Instead, you can just recycle existing data to get started quickly without having to go through any additional setup or configuration time.

  • Better Sales Conversion Rates

It’s possible to boost conversions with integrated sputions because both Drift and Microsoft Dynamics CRM are designed to increase engagement with customers at every stage of the buying cycle. If you can get more invpved with potential customers sooner, then you will have a greater chance of moving them along in the sales process. Using an integrated spution will help you glean more information about potential customers so that you can optimize your sales processes for success. You can also learn more about your existing customers by analyzing their behavior on your website or inside your application. By doing this, you will be able to provide even more personalized service while boosting sales conversion rates.

  • Increased Customer Engagement

There are many ways that you can leverage integration to boost customer engagement across all stages of the sales process. You can create targeted email campaigns based on how potential customers interact with your site or app. You can also run automated campaigns based on their behavior, which will allow you to improve your conversion rates. Through automated campaigns, you can boost sales while minimizing manual effort while remaining compliant with regulations.

The process to integrate Drift 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.