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Infusionsoft

Infusionsoft and Microsoft Dynamics Integration

Sync contact data and automate sales activity in Microsoft Dynamics.Gather leads into Infusionsoft, automate marketing and sales process. Do much more by connecting Infusionsoft and Microsoft Dynamics.

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Popular Integrations

  • Infusionsoft - New Tag added to Contact Microsoft Dynamics - Add a new Lead

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

  • Infusionsoft - New Tag added to Contact Microsoft Dynamics - Add a new Contact

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

  • Infusionsoft - New Contact Microsoft Dynamics - Add a new Lead

    Add a new Lead in Microsoft Dynamics on a New Contact in Infusionsoft

  • Infusionsoft - New Contact Microsoft Dynamics - Add a new Contact

    Add a new Contact in Microsoft Dynamics on a New Contact in Infusionsoft

  • Infusionsoft - New Note Microsoft Dynamics - Add a new Lead

    Add a new Lead in Microsoft Dynamics on a New Note in Infusionsoft

  • Infusionsoft - New Note Microsoft Dynamics - Add a new Contact

    Add a new Contact in Microsoft Dynamics on a New Note in Infusionsoft

  • Infusionsoft - New Opportunity Microsoft Dynamics - Add a new Opportunity

    Add a new Opportunity in Microsoft Dynamics on a New Opportunity in Infusionsoft

  • Infusionsoft - New Order Microsoft Dynamics - Add a new Opportunity

    Add a new Opportunity in Microsoft Dynamics on a New Order 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 - Modified Opportunity

    Modified Opportunity

    Triggers when a Opportunity is modified
  • Infusionsoft - New Opportunity

    New Opportunity

    Triggers when a Opportunity is created
  • Infusionsoft - New Order

    New Order

    Triggers when a Order is created
  • Infusionsoft - New Invoice

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft - Contact Modified

    Contact Modified

    Triggers when a contact is modified
  • Infusionsoft - New Note

    New Note

    Triggers when a new Note is created
  • Infusionsoft - New Company

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft - New Contact Action

    New Contact Action

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

    New Contact

    Triggers when a new Contact is created
  • Infusionsoft - New Product

    New Product

    Triggers when a new Product is created
  • Infusionsoft - Company Modified

    Company Modified

    Triggers when a company is modified
  • Infusionsoft - New Tag added to Contact

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft - New Task

    New Task

    Triggers when a new Task is created
  • Infusionsoft - Opportunity Stage Changed

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft - New Payment

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft - New Subscription

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft - New Invoice Line Item

    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

    New Contact

    Triggers when a new Contact is added
  • Microsoft Dynamics - New Lead

    New Lead

    Triggers when a new Lead is added
  • Microsoft Dynamics - New Account

    New Account

    Triggers when a new Account is added
  • Microsoft Dynamics - New Opportunity

    New Opportunity

    Triggers when a new Opportunity is added

Do this

ACTIONS
  • Microsoft Dynamics - Add a new Lead

    Add a new Lead

    Add a new Lead
  • Microsoft Dynamics - Add a new Contact

    Add a new Contact

    Add a new Contact
  • Microsoft Dynamics - Add a new Account

    Add a new Account

    Add a new Account
  • Microsoft Dynamics - Add a new Opportunity

    Add a new Opportunity

    Add a new Opportunity
  • Microsoft Dynamics - Search Accounts

    Search Accounts

    Search an Account using ID or Email or Name
  • Microsoft Dynamics - Search Opportunities

    Search Opportunities

    Search Opportunity using ID or Email or Topic
  • Microsoft Dynamics - Search Leads

    Search Leads

    Search Lead using ID or Email or Full Name
  • Microsoft Dynamics - Search Contacts

    Search Contacts

    Search Contact using ID or Email or Full Name
  • Microsoft Dynamics - Search System Users

    Search System Users

    Search System User using ID or User Name
  • Microsoft Dynamics - Search Campaign Responses

    Search Campaign Responses

    Search a Campaign Response using ID or Subject
  • Microsoft Dynamics - Search Campaigns

    Search Campaigns

    Search Campaign using ID or Name
  • Microsoft Dynamics - Search Business Units

    Search Business Units

    Search a Business Unit using ID or Name
  • Microsoft Dynamics - Search Contracting Units

    Search Contracting Units

    Search a Contracting Unit using ID or Name
  • Microsoft Dynamics - Search Product Price

    Search Product Price

    Search Product Price in list using ID or Name
  • Microsoft Dynamics - Search SLAs

    Search SLAs

    Search a SLA using ID or Name
  • Microsoft Dynamics - Search Incidents

    Search Incidents

    Search an Incident using ID or Title
  • Microsoft Dynamics - Search Tax Codes

    Search Tax Codes

    Search Tax code using ID or Name
  • Microsoft Dynamics - Search Teams

    Search Teams

    Search a Team using ID or Name
  • Microsoft Dynamics - Search Service Territories

    Search Service Territories

    Search Service Territory using ID or Name
  • Microsoft Dynamics - Search Transaction Currencies

    Search Transaction Currencies

    Search Transaction Currency using ID or Code
  • Microsoft Dynamics - Search Work Hour Templates

    Search Work Hour Templates

    Search a Work Hour Template using ID or Name
  • Microsoft Dynamics - Search Work Order Types

    Search Work Order Types

    Search a Work Order Type using ID or Name
  • Infusionsoft - Add Or Update Contact (New)

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft - Search an Invoice

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft - Send an Email

    Send an Email

    Send an Email
  • Infusionsoft - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft - Search a Contact

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft - Search a Tag

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft - Search a Product

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft - Add a Company

    Add a Company

    Creates a new Company
  • Infusionsoft - Add or Update a Product

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add a Note

    Add a Note

    Creates a new Note
  • Infusionsoft - Tag a Contact

    Tag a Contact

    Tags a Contact
  • Infusionsoft - Send Email From Template

    Send Email From Template

    Send email using templates in infusionsoft

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Typeform
Facebook Lead Ads
Wufoo

Forms

Infusionsoft Workflow
Microsoft Dynamics Workflow
Square
PayPal
QuickBooks Online

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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