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Infusionsoft

Infusionsoft and Microsoft Dynamics Integration

Sync contact data and automate CRM actions. Connect Infusionsoft and Microsoft Dynamics. Run workflows.

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Popular Integrations

  • Infusionsoft Microsoft Dynamics

    Add Lead in Microsoft Dynamics on a New Contact in Infusionsoft

  • Infusionsoft Microsoft Dynamics

    Add Contact in Microsoft Dynamics on a New Contact in Infusionsoft

  • Infusionsoft Microsoft Dynamics

    Add Opportunity in Microsoft Dynamics on a New Opportunity in Infusionsoft

  • Microsoft Dynamics Infusionsoft

    Send an Email in Infusionsoft on a New Contact in Microsoft Dynamics

  • Infusionsoft Microsoft Dynamics

    Add Lead in Microsoft Dynamics on a New Tag added to Contact in Infusionsoft

  • Microsoft Dynamics Infusionsoft

    Send an Email in Infusionsoft on a New Lead in Microsoft Dynamics

  • Infusionsoft Microsoft Dynamics

    Add Contact in Microsoft Dynamics on a New Tag added to Contact in Infusionsoft

  • Infusionsoft Microsoft Dynamics

    Add Lead in Microsoft Dynamics on a New Opportunity in Infusionsoft

Looking for something else?

Create your own Integration

Connect Infusionsoft and Microsoft Dynamics the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Infusionsoft

    New Opportunity

    Triggers when a new Opportunity is created
  • Infusionsoft

    New Contact

    Triggers when a new contact is created
  • Infusionsoft

    New Contact Action

    Triggers when a new Contact Action (tasks,appointments or notes) is created
  • Infusionsoft

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft

    New Product

    Triggers when a new product is created
  • Infusionsoft

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • Microsoft Dynamics

    New Contact

    Triggers when a new Contact is added
  • Microsoft Dynamics

    New Lead

    Triggers when a new Lead is added
  • Microsoft Dynamics

    New Account

    Triggers when a new Account is added
  • Microsoft Dynamics

    New Opportunity

    Triggers when a new Opportunity is added

Do this

ACTIONS
  • Microsoft Dynamics

    Add Contact

    Add a new Contact
  • Microsoft Dynamics

    Add Lead

    Add a new Lead
  • Microsoft Dynamics

    Add Account

    Add a new Account
  • Microsoft Dynamics

    Add Opportunity

    Add a new Opportunity
  • Microsoft Dynamics

    Search Contacts

    Search Contacts
  • Microsoft Dynamics

    Search Leads

    Search Leads
  • Infusionsoft

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft

    Send an Email

    Send an Email
  • Infusionsoft

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft

    Add a Company

    Creates a new Company
  • Infusionsoft

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft

    Add an Order

    Creates a new Order
  • Infusionsoft

    Add a Note

    Creates a new Note
  • Infusionsoft

    Tag a Contact

    Tags a Contact
  • Infusionsoft

    Send Email From Template

    Send email using templates in infusionsoft

Let's Integrate

This integration is currently in development and will be available soon.

Run Workflows

Typeform
Wufoo
Google Forms

Forms

Infusionsoft Workflow
Microsoft Dynamics Workflow
PayPal
QuickBooks Online
Stripe

Payments

Connect Infusionsoft and Microsoft Dynamics with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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