Influitive Microsoft Dynamics 365

Influitive + Microsoft Dynamics 365 Integrations, Built by an AI Agent

Put Influitive + Microsoft Dynamics 365 to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Influitive and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.

Influitive + Microsoft Dynamics 365 When a referral is submitted in Influitive, create or update a lead in Microsoft Dynamics 365 CRM. See details
Enroll new CRM leads in marketing campaigns When a new lead is created in Microsoft Dynamics 365, automatically add them to an onboarding campaign in Influitive so they receive relevant marketing materials instantly. See details
Create sales contacts from marketing leads When a new lead is captured in Influitive, automatically create a matching contact record in Microsoft Dynamics 365 so your sales team can begin outreach. See details
Tag active deals for targeted messaging When a deal stage changes in Microsoft Dynamics 365, automatically apply a strategic tag to the contact in Influitive to trigger tailored follow-up messages. See details

Browse the full workflow library →

Looking to achieve something else with Influitive and Microsoft Dynamics 365?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Influitive and Microsoft Dynamics 365

Everything Influitive and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.

Influitive Explore Influitive →

Influitive is a customer advocacy platform that helps companies mobilize brand advocates to create reviews, testimonials, and referrals.

Triggers
Community Topic Posted

Triggers when a new topic has been posted in Discussions.

Event Logged

Triggers when an event is logged.

Member Joined

Triggers when a new Advocate joins your AdvocateHub.

Reward Redeemed

Triggers when a reward is redeemed in your AdvocateHub.

Referral Submitted

Triggers when a Referral is submitted.

Actions
Advance Referral

Advance the milestone of a Referral in your AdvocateHub

Create a Member

Create a member in your AdvocateHub

Log Custom Event

Logs a custom event

Send an Invite to a Member

Send an invite to a member who is in your AdvocateHub and has not been previously invited

Unsubscribe a Member From Emails

Unsubscribe a member of your AdvocateHub from emails

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.

Triggers
New Account

Triggers when a new account is created.

Updated Account

Triggers when an account is updated.

New Contact

Triggers when a new contact is created.

Updated Contact

Triggers when a contact is updated.

New Custom Entity

Triggers when a new custom entity is created.

New Case/Incident

Triggers when a new case/incident is created.

Actions
Create Account

Creates a new account.

Create Campaign

Creates a new campaign.

Create Contact

Creates a new contact.

Create Campaign Response

Creates a new campaign response.

Create Case/Incident

Creates a new case/incident.

Create Custom Entity

Creates a new custom entity.

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Influitive + Microsoft Dynamics 365

Is there a pre-built Influitive + Microsoft Dynamics 365 automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Influitive and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Influitive or Microsoft Dynamics 365 connector?

No. The Agent works whether or not Influitive or Microsoft Dynamics 365 already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Microsoft Dynamics 365 and Influitive work together to nurture leads?

When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.

Will customer unsubscribe status sync across both tools?

Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Microsoft Dynamics 365 and Influitive to maintain compliance.

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