Microsoft Dynamics CRM + ConvertKit Integrations

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

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.

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.

ConvertKit Integrations

Best Microsoft Dynamics CRM and ConvertKit Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

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

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

  • 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 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.

  • 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.

  • 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.

How Microsoft Dynamics CRM & ConvertKit Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select ConvertKit as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate ConvertKit with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and ConvertKit

Microsoft Dynamics CRM?

Microsoft Dynamics CRM (originally named Microsoft Customer Relationship Management. is a customer relationship management software product, developed by Microsoft, designed for sales force automation. It was first released in July of 2002 and is based on the .NET framework. The current version is Microsoft Dynamics CRM 2015 Update 1, released on August 26th, 2015.


ConvertKit is an email marketing platform that allows users to create forms, landing pages, autoresponders, opt-in forms and more. ConvertKit is both simple to use and powerful. In comparison to other services like MailChimp and Aweber, ConvertKit has less features and can be seen as a "lighter" top. The service offers unlimited emails, subscribers, and send vpume along with excellent support.

Integration of Microsoft Dynamics CRM and ConvertKit

Integration between Microsoft Dynamics CRM and ConvertKit provides the ability for users to sign up for ConvertKit using information that they have already cplected in their CRM records. This integration makes it easy for CRM users to quickly add people to their ConvertKit mailing list. This will also benefit ConvertKit users by allowing them to see all of their contacts' information in one place. This greatly reduces the amount of time needed to update their contact information when trying to communicate with your customers.

Benefits of Integration of Microsoft Dynamics CRM and ConvertKit


You will save time by utilizing the automation feature available in both ConvertKit and Microsoft Dynamics CRM. You will not have to copy and paste the same information about your customers over and over again. Instead of having to manually add every customer's name and email address into a ConvertKit list, you can automate this process by importing the customer data from your CRM. This integration simplifies the process and allows you to save more time for other tasks. Creating and managing lists

After you create a list or campaign, it's important to add contacts to it so that you can send out emails to them at a later date. This integration allows you to easily add contacts from your CRM records into your list or campaign. If you want to send out an email blast to your clients, you can easily select those that are subscribed to your list by importing them directly from your CRM. When you use this integration, you will spend less time trying to remember which customers are on which list and will be able to focus on more important tasks. Updates

This integration also helps to keep all of your contacts' information up-to-date. Whenever you update information in either Microsoft Dynamics CRM or ConvertKit, it will automatically update in the other program as well. This ensures that you always have accurate information in your contact database. If you have multiple contacts on your list that are not connected via social media accounts or email addresses, this integration can save you time by keeping all of their contact information up-to-date. Social Media Integration

If you sell products on multiple social media platforms, this integration will allow you to communicate with your clients across multiple platforms rather than just one. With this integration, you can also determine what social media platforms you want to include in a specific campaign. Contact Segmentation & Personalization

With this integration, you can customize the information that you send out through campaigns based on the contact's previous activity with your company. For example, if a client contacts you through email, phone or live chat, then you can target them with specific promotions that are more likely to get them to buy something from you. Then, if another client only contacts you via live chat, then you can target them with different messages that are more suited for them. By combining the information from both programs, you'll be able to create a much more personalized experience for each individual client. Sales Tracking & Reporting

The integration between Microsoft Dynamics CRM and ConvertKit allows you to use both tops together for a better overall sales tracking experience. Since there is an auto-updating feature, you'll always know which clients have visited your website or opened your emails. With this integration, there will be no need for double entry of information because it will be updated in both programs automatically. You'll never miss a client's activity again! You may even decide to use the integration for reporting purposes too! For example, if someone opens an email but does not click on any links within it, then you can track that activity in Microsoft Dynamics CRM instead of using Google Analytics where you only have limited tracking capabilities. You'll have a full report of everything that happened after the email open such as whether they clicked on any links or filled out any forms on your website or if they clicked on any conversion actions on your landing page or form. This way, you'll have an accurate report of how many clients actually converted after opening the email versus how many just opened it without taking any further action. These are just some of the benefits of integrating Microsoft Dynamics CRM and ConvertKit together! If it's possible to integrate these two tops together, it means that you can make other tops work together too! Now that you've read about the benefits of integrating Microsoft Dynamics CRM and ConvertKit together, let's hope on over to the next section where we'll talk about how exactly to do it!

The process to integrate Microsoft Dynamics CRM and ConvertKit 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.