Success.ai + Microsoft Dynamics 365 Integrations, Built by an AI Agent
Put Success.ai + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Success.ai and Microsoft Dynamics 365
See the kind of workflows teams build with Success.ai and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Success.ai + Microsoft Dynamics 365
When lead replies arrive in Success.ai, update the opportunity status in Microsoft Dynamics 365 CRM.
See details
Add new CRM leads to email marketing lists
When a new lead is created in Microsoft Dynamics 365, automatically add them as a subscriber to a designated list in Success.ai.
See details
Create CRM contacts from email subscribers
When a new subscriber is added in Success.ai, automatically create a matching contact record in Microsoft Dynamics 365.
See details
Send transactional emails on closed deals
When a deal is marked won in Microsoft Dynamics 365, automatically send a transactional confirmation email to the client using Success.ai.
See details
Browse the full workflow library →
Looking to achieve something else with Success.ai and Microsoft Dynamics 365?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Success.ai and Microsoft Dynamics 365
Everything Success.ai and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Success.ai Explore Success.ai →
Success.ai is an AI-powered cold email platform that assists businesses with lead generation, email warmup, and outreach campaigns.
TriggersTriggers when there's a new email event found.
Triggers when a new reply receive from the lead and give's details above that lead.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.
TriggersTriggers when a new account is created.
Triggers when an account is updated.
Triggers when a new contact is created.
Triggers when a contact is updated.
Triggers when a new custom entity is created.
Triggers when a new case/incident is created.
Creates a new account.
Creates a new campaign.
Creates a new contact.
Creates a new campaign response.
Creates a new case/incident.
Creates a new custom entity.
Other Email Marketing apps on Knit
Explore more Email Marketing integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Action Network
A digital organizing toolset that provides email marketing, online petitions, and fundraising tools for progressive campaigns and nonprofits.
Acumbamail
An email marketing and SMS platform for creating newsletters, managing subscriber lists, and running automated email campaigns.
Adestra
Adestra is an enterprise email marketing software platform providing message personalization, automation, and campaign delivery tracking.
Audienceful
Audienceful is a content-focused email marketing platform that allows users to publish web content and email newsletters simultaneously.
AWeber
AWeber is an email marketing tool that enables small businesses to design newsletters, automate campaigns, and manage subscribers.
beehiiv
beehiiv is a digital newsletter platform that provides tools for content creators to write, send, scale, and monetize email newsletters.
BigMailer
BigMailer is an email marketing and newsletter platform that allows agencies and high-volume senders to manage bulk email campaigns.
BirdSend
BirdSend is an email marketing automation application designed for content creators to manage contact lists and email campaigns.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
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 Success.ai + Microsoft Dynamics 365
Is there a pre-built Success.ai + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Success.ai and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Success.ai or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Success.ai 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 does syncing Microsoft Dynamics 365 and Success.ai improve lead tracking?
New subscribers or email interactions in Success.ai automatically create or update records in Microsoft Dynamics 365, providing sales teams with clear engagement context.
Can deal stage updates trigger targeted emails?
Yes, changing a deal stage or closing a deal in Microsoft Dynamics 365 can automatically add subscribers to specific lists or send transactional emails through Success.ai.