Poptin Microsoft Dynamics 365

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

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

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

Poptin + Microsoft Dynamics 365 When a new lead is captured in Poptin, create a lead record in Microsoft Dynamics 365 CRM. See details
Convert form responses into CRM contacts When a prospect submits a new form response in Poptin, automatically create or update their contact profile in Microsoft Dynamics 365. See details
Send customer feedback surveys on closed deals When a deal is marked won in Microsoft Dynamics 365, automatically add the customer as a respondent in Poptin to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in Poptin, automatically log the activity under their profile in Microsoft Dynamics 365 so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Poptin 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 Poptin and Microsoft Dynamics 365

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

Poptin Explore Poptin →

Poptin is a lead capture tool for building custom website popups, overlays, and contact forms.

Triggers
New Lead

Triggers when a new lead is created through a Poptin conversion.

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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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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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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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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Product Lead, RazorpayXPayroll
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GM, Payoneer Workforce Management

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FAQ

Common questions about Poptin + Microsoft Dynamics 365

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

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

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

No. The Agent works whether or not Poptin 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.

Can form submissions automatically create deals in Microsoft Dynamics 365?

Yes, inbound responses from Poptin can instantly generate new lead records or deals in Microsoft Dynamics 365 without manual data entry.

Can I send survey invitations based on deal updates in Microsoft Dynamics 365?

Yes, when a deal is won or updated in Microsoft Dynamics 365, you can automatically add the contact as a respondent in Poptin to collect feedback.

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