Customer Experience Automation for Microsoft Dynamics 365

Deliver amazing customer experiences and grow your business by connecting Microsoft Dynamics 365 with ActiveCampaign.

Close more deals and grow your existing customer base by aligning your teams

Bring sales and marketing together with a common view of your customers by unifying data between your CRM and ActiveCampaign's customer experience automation (CXA) platform. Combine email, marketing automation, sales automation, and service with the valuable data in your CRM and unleash new growth opportunities for your business.

Identify prospects and qualify leads with automation

Manage all your prospects and customers — automatically. Collect all the information you need and send automated 1:1 follow-ups directly from Microsoft Dynamics. Use automation to capture and qualify leads. Assign each prospect to the right reps and turn your leads into customers—and first-time customers into repeat customers.

Extend your valuable CRM data across channels

Your prospects and customers engage with your brand across email, SMS, landing pages, social, and more. They are already telling you what they want throughout those interactions. ActiveCampaign lets you use information in Microsoft Dynamics to show them exactly what they want to see — while automating connected experiences across every touchpoint.

What can you do with Microsoft Dynamics 365 and ActiveCampaign?

Use the integration to automate a funnel of inbound prospects, support outbound efforts with automation, qualify leads and use information in Microsoft Dynamics 365 to deliver 1:1 automated experiences for every customer.

What you can do:

  • Automatically send marketing qualified leads to Dynamics 365
  • Sync leads, contacts, and accounts between both platforms
  • Review sales reports and dashboards for insight into what converts leads
  • Map and sync custom fields on leads, contacts, and account records
  • Automate email campaign management to your Dynamics 365 leads
  • Trigger follow-up emails directly from Dynamics 365
  • Notify the right sales team member at the right time
  • Qualify leads with custom, automated lead scoring
  • Send leads into marketing automation email flows from Dynamics 365
  • Send SMS messaging through easy, automated workflows
  • Show marketing engagement (email open, responded to, automation entered, completed) in Dynamics 365
  • Provide marketing approved collateral to sales from the lead or contact record in Dynamics 365

Integrate with Microsoft Dynamics 365

The ActiveCampaign integration for Microsoft Dynamics 365 is available in the Microsoft AppSource. Connect with the CRM plan that works best for your business.