Upsales + Microsoft Dynamics 365 Integrations, Built by an AI Agent
Put Upsales + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
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Workflows you can build between Upsales and Microsoft Dynamics 365
See the kind of workflows teams build with Upsales and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Upsales + Microsoft Dynamics 365
When a new opportunity is created in Upsales, sync it to Microsoft Dynamics 365 CRM.
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Sync newly created leads across CRM platforms
When a new lead is captured in Upsales, automatically create or update the matching contact in Microsoft Dynamics 365 to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Microsoft Dynamics 365, update the corresponding opportunity stage in Upsales for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Upsales, log a status update activity on the corresponding account record in Microsoft Dynamics 365.
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Browse the full workflow library →
Looking to achieve something else with Upsales 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 Upsales and Microsoft Dynamics 365
Everything Upsales and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Upsales Explore Upsales →
Upsales is a sales CRM platform designed to assist fast-growing B2B companies with lead generation, sales pipeline, and account tracking.
TriggersTriggers when an activity is created.
Triggers when an appointment is created.
Triggers when a company is created.
Triggers when contact added to segment.
Triggers when an opportunity is created.
Triggers when an order is created.
Creates a new appointment on Upsales.
Creates a new company on Upsales.
Creates a new contact on Upsales.
Submits data into a selected Upsales form.
Updates an appointment on Upsales.
Updates a company on Upsales.
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 CRM apps on Knit
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1CRM
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1FIT
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ABC GymSales
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ABC Sales AI
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AccuLynx
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Act!
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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 Upsales + Microsoft Dynamics 365
Is there a pre-built Upsales + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Upsales and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Upsales or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Upsales 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.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.