Connect Microsoft Dynamics 365 to Mailzzy
Turn new leads and contacts in Dynamics 365 into Mailzzy contacts, start automations when opportunities change, and log campaign responses back in your CRM.
Works through Zapier
Leads and contacts
Opportunity updates
Campaign responses
Connect Microsoft Dynamics 365 in Three Steps
Set it up once in Zapier, and new activity reaches Mailzzy automatically.
Connect both apps in Zapier
Create a Zap, sign in to Dynamics 365 with an account that has the right security role, and connect Mailzzy with an API key.
Pick a Dynamics 365 trigger
Choose what starts the Zap, such as New Lead, New Contact or Updated Opportunity, then choose a Mailzzy action.
Map fields and switch it on
Match Dynamics 365 fields to Mailzzy contact fields, run a test, and turn the Zap on.
Triggers, Actions and Two-Way Updates
Keep your CRM records and your email audience in step.
From Dynamics 365
Start a Zap when this happens in Dynamics 365
- New Lead
- Updated Lead
- New Contact
- Updated Contact
- New Account
- Updated Opportunity
In Mailzzy
Then do this in Mailzzy
- Create or Update Contact
- Add Contact to Group
- Add Tags to Contact
- Add Contact to Automation
- Unsubscribe Contact
- Send Transactional Email From Template
Back to Dynamics 365
Or let Mailzzy events update Dynamics 365
- New Form Submission → Create Lead
- Email Link Clicked → Create Campaign Response
- Contact Unsubscribed → Update Contact
- New Contact → Find or Create Contact
Ideas to Get You Started
Common ways teams use Mailzzy with Microsoft Dynamics 365 through Zapier.
→
Add new leads to a nurture sequence
New Lead
Add Contact to Automation
→
Keep contact details up to date
Updated Contact
Create or Update Contact
→
Tag contacts by opportunity stage
Updated Opportunity
Add Tags to Contact
→
Turn sign-up forms into CRM leads
New Form Submission
Create Lead
→
Record who engaged with a campaign
Email Link Clicked
Create Campaign Response
→
Respect opt-outs in your CRM
Contact Unsubscribed
Update Contact
Frequently Asked Questions about Mailzzy + Microsoft Dynamics 365
Everything you need to know about connecting Microsoft Dynamics 365 to Mailzzy.
Is there a native Dynamics 365 integration?
Not yet. Mailzzy connects to Dynamics 365 through Zapier, using the Microsoft Dynamics 365 CRM app on Zapier.
Do I need a paid Zapier plan?
Yes. Zapier lists Microsoft Dynamics 365 CRM as a premium app, so it needs a paid Zapier plan. You also need a cloud-hosted Dynamics 365 account and a user with permission to read and write the records your Zaps use.
Does it work with on-premises Dynamics?
No. The Zapier app supports cloud-hosted Dynamics 365 accounts only.
Will this create duplicate contacts?
No, if you use the Create or Update Contact or Find or Create Contact action. Mailzzy matches on email address, so a person who is edited in Dynamics 365 is updated in Mailzzy instead of added twice.
Is my data secure?
Yes. Zapier connects to Mailzzy with your Mailzzy API key and to Microsoft Dynamics 365 through Microsoft Dynamics 365's own secure sign-in, so you never share passwords between the two. Zapier only moves the data your Zaps ask for, and you can turn a Zap off or disconnect either app at any time.
My tool isn't on this page. Can I still connect it?
Mailzzy connects to thousands of apps through Zapier, so check there first. You can also request an integration, or build your own with the Mailzzy API.
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