Connect Apollo and Microsoft Dynamics 365 CRM to unlock the power of automation

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Quickly connect Apollo to Microsoft Dynamics 365 CRM with a Zapier template.

Our most popular template

Create Apollo accounts for new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Apollo
Create tasks in Apollo for new leads in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Apollo
Create Apollo accounts for new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Apollo
Create new Apollo contacts from Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Apollo
Create new Apollo contacts from Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Apollo
Update and create contacts in Apollo when they are updated in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Apollo

Create Apollo accounts for new Microsoft Dynamics 365 CRM leads

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Microsoft Dynamics 365 CRM + Apollo

Create tasks in Apollo for new leads in Microsoft Dynamics 365 CRM

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Microsoft Dynamics 365 CRM + Apollo

Create Apollo accounts for new Microsoft Dynamics 365 CRM contacts

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Details

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Microsoft Dynamics 365 CRM + Apollo

Create new Apollo contacts from Microsoft Dynamics 365 CRM contacts

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Microsoft Dynamics 365 CRM + Apollo

Create new Apollo contacts from Microsoft Dynamics 365 CRM leads

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Microsoft Dynamics 365 CRM + Apollo

Update and create contacts in Apollo when they are updated in Microsoft Dynamics 365 CRM

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Microsoft Dynamics 365 CRM + Apollo

How Zapier works

Zapier makes it easy to integrate Apollo with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Apollo

A trigger is an event that starts your Zap and runs the workflow. For example, with Apollo, a trigger could be "Account Updated."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Apollo to Microsoft Dynamics 365 CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Apollo to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Apollo + Microsoft Dynamics 365 CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Apollo and Microsoft Dynamics 365 CRM

What triggers are available when integrating Apollo with Microsoft Dynamics 365 CRM?

When integrating Apollo with Microsoft Dynamics 365 CRM, you can utilize triggers such as 'New Contact' in Apollo, which automatically creates a corresponding record in Dynamics 365. Another useful trigger is the 'Contact Updated' in Apollo, leading to an update in the existing record within Dynamics.

Can I create custom actions when setting up the integration between Apollo and Microsoft Dynamics 365 CRM?

Yes, we allow for customization of actions during the integration setup. You can define specific actions like adding details to existing contacts, updating fields based on custom criteria, or even starting workflows within Dynamics 365 based on conditions set in Apollo.

How do field mappings work between Apollo and Microsoft Dynamics 365 CRM?

Field mappings between Apollo and Microsoft Dynamics 365 CRM can be configured to ensure data consistency. You'll need to map fields manually to match data points like email addresses, phone numbers, and contact names between both platforms.

Is it possible to synchronize contact information bi-directionally between the two systems?

Absolutely, our integration supports bi-directional synchronization of contact information. Changes made in either Apollo or Dynamics 365 will be reflected in the other system using designated triggers and actions set during configuration.

What happens if there is a conflict during a sync operation?

In case of conflicts during sync operations, our system prioritizes based on pre-set rules defined at the time of integration. You can specify whether updates from Apollo or Dynamics should take precedence or if users should be notified for manual resolution.

Are there any limitations regarding data syncing that I should be aware of?

While we strive for seamless syncing capabilities, there might be limitations related to API rate limits set by Microsoft Dynamics 365. Additionally, certain custom fields may require special handling during setup.

How often are updates synced between Apollo and Microsoft Dynamics 365 CRM?

Updates are typically synced in real-time as they occur in each system. However, depending on network conditions or other factors like API limits from Dynamics 365, there could be slight delays which we actively monitor.

Connect Apollo and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Account Updated
Triggers when an existing Account is updated.
Trigger
Instant
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New Account
Triggers when a new Account is created.
Trigger
Instant
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- Name
  Required
- Domain
- Phone Number
- Raw Address
Action
Write
- Name
  Required
- amount
  Required
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account ID
  Required
- Name
  Required
- Domain
- Phone Number
- Raw Address
Action
Write

- Opportunity Id
  Required
- Name
  Required
- amount
  Required
- Opportunity Stage Id
- Closed Date
- Account ID
  Required
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Organization Name
  Required
- title
- Address
- Website Url
Action
Search or write

- Info
Trigger
Scheduled
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- Info
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
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New Contact
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Organization Name
  Required
- title
- Email Address
  Required
- Address
- Website Url
Action
Write
- Note
  Required
- Contacts IDs
  Required
- Priority
  Required
- Type
  Required
- Due Date
  Required
- Assigned To
  Required
Action
Write
- Contact ID
  Required
- Last Name
  Required
- First Name
  Required
- Email Address
  Required
- title
- Organization Name
  Required
- Account ID
  Required
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- Email Address
  Required
Action
Search
New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom Entity
  Required
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

Learn how to automate Apollo on the Zapier blog

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

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