Microsoft Dynamics 365 + Triggerbee Integrations
Put Microsoft Dynamics 365 + Triggerbee to work with AI and enterprise-grade automation
Learn more about Microsoft Dynamics 365 integrations or talk to a human
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Workflows you can build between Microsoft Dynamics 365 and Triggerbee
See the kind of workflows teams build with Microsoft Dynamics 365 and Triggerbee below — describe the exact one you want above and the Agent builds it on demand.
Microsoft Dynamics 365 + Triggerbee
Create new leads in Microsoft Dynamics 365 CRM whenever a new visitor session is tracked in Triggerbee.
Enroll new CRM leads into marketing segments
When a lead is created in Microsoft Dynamics 365, automatically add them to a welcome segment in Triggerbee to start outreach.
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Log sent campaigns on CRM deal records
When a campaign is sent in Triggerbee, automatically log an activity on the corresponding deal in Microsoft Dynamics 365 for sales tracking.
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Subscribe contacts after winning deals
When a deal is won in Microsoft Dynamics 365, automatically add the customer as a subscriber in Triggerbee to send welcoming newsletters.
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Browse the full workflow library →
Looking to achieve something else with Microsoft Dynamics 365 and Triggerbee?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Microsoft Dynamics 365 and Triggerbee
Everything Microsoft Dynamics 365 and Triggerbee 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.
Triggerbee Explore Triggerbee →
An onsite personalization and lead capture platform that helps websites identify visitors and convert web traffic.
TriggersTriggers when an automation in Triggerbee is run after a visitor session is tracked.
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Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Marketing apps on Knit
Explore more Marketing integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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Customer Stories
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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Microsoft Dynamics 365 + Triggerbee
Is there a pre-built Microsoft Dynamics 365 + Triggerbee automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Dynamics 365 and Triggerbee's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Microsoft Dynamics 365 or Triggerbee connector?
No. The Agent works whether or not Microsoft Dynamics 365 or Triggerbee 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 Triggerbee with Microsoft Dynamics 365 help sales representatives?
Marketing emails sent from Triggerbee 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 Triggerbee.