Microsoft Dynamics 365 Sendoso

Microsoft Dynamics 365 + Sendoso Integrations

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

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

Microsoft Dynamics 365 + Sendoso When an opportunity is won in Microsoft Dynamics 365 CRM, trigger a gift order in Sendoso.
Enroll new CRM leads into marketing segments When a lead is created in Microsoft Dynamics 365, automatically add them to a welcome segment in Sendoso to start outreach. See details
Log sent campaigns on CRM deal records When a campaign is sent in Sendoso, automatically log an activity on the corresponding deal in Microsoft Dynamics 365 for sales tracking. See details
Subscribe contacts after winning deals When a deal is won in Microsoft Dynamics 365, automatically add the customer as a subscriber in Sendoso to send welcoming newsletters. See details

Browse the full workflow library →

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

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

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Triggers & actions for Microsoft Dynamics 365 and Sendoso

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

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

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

Knit's Integrations Agent builds Microsoft Dynamics 365's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Dynamics 365's API.

Sendoso Explore Sendoso →

A corporate gifting and direct mail platform that helps businesses send physical gifts and incentives to prospective clients.

Triggers
New Send

Triggers when a gift is sent through your Sendoso account.

Send Status Updated

Triggers when the status of a sent gift is updated.

Actions
Generate eGift Link (Legacy Campaign Only)

Generate eGift link(s) to send to your recipient(s)

Get Send Status

Retrieve the current status of a sent gift by ID.

Send With Recipient Choice

Send a campaign that contains one or more items for the recipient to choose from. Use this if you don't have the recipient's address.

Send an eGift via Email (Legacy Campaigns Only)

Send an eGift via email to your recipient (legacy campaign only)

Send Direct to Recipient (Single Item Only)

Send directly to your recipient (only available for single, physical, items).

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FAQ

Common questions about Microsoft Dynamics 365 + Sendoso

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

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

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

No. The Agent works whether or not Microsoft Dynamics 365 or Sendoso 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 does integrating Sendoso with Microsoft Dynamics 365 help sales representatives?

Marketing emails sent from Sendoso can automatically log activities on CRM contacts or deals in Microsoft Dynamics 365, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in Microsoft Dynamics 365 can immediately add the contact as a subscriber in Sendoso.

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