Dynamics 365 Integrations

Just choose your app, click to connect, add conditions, and see the magic happen. No coding needed.

Connect Dynamics 365 to Automate these Workflows

New Account

This trigger fires whenever a new account is created in your D365 instance.

trigger

Created or Updated Account

This trigger fires whenever an existing account is created or modified in your D365 instance.

trigger

New Case

This trigger fires whenever a new case is created in your D365 instance.

trigger

Created or Updated Case

This trigger fires whenever an existing case is created or modified in your D365 instance.

trigger

New Contact

This trigger fires whenever a new contact is created in your D365 instance.

trigger

Created or Updated Contact

This trigger fires whenever an existing contact is created or modified in your D365 instance.

trigger

New Lead

This trigger fires whenever a new lead is created in your D365 instance.

trigger

Created or Updated Lead

This trigger fires whenever an existing lead is created or modified in your D365 instance.

trigger

New Invoice

This trigger fires whenever a new invoice is created in your D365 instance.

trigger

Connect Dynamics 365 with your stack

ActiveCampaign

Connect to ActiveCampaign to manage contacts, campaigns, and automations via webhooks

Apollo.io

A sales intelligence and engagement platform.

Asana

Asana is a work management platform for task management, projects, collaboration, and team planning.

Atlassian Admin

Manage your Atlassian organization users, roles, groups, and access. Automate invites, permissions, ...

Atlassian Assets

Manage Assets (formerly Insight) - schemas, object types, attributes, and objects for comprehensive ...

Attio

Attio is the CRM for the next generation of companies.

Chargebee

Chargebee is a subscription billing platform for managing recurring revenue.

Clari Copilot [beta]

Clari Copilot is a conversation intelligence platform that records, transcribes, and analyses sales ...

Clay

A connector for Clay — the AI-powered prospecting and data enrichment platform. Send records to any ...

Cliniko

Connect to Cliniko to manage patients and contacts.

Delightloop

DelightLoop is an AI-powered platform focused on B2B gifting for sales and marketing, aiming to buil...

Dotloop

A comprehensive real estate transaction management platform.

Deploy in minutes. Not days

Purpose-built AI agents for the GTM motions that matter most. Each one connects to your tools and starts working immediately.

Visitor Intelligence

Identifies anonymous website visitors, matches them to your ICP, and routes high-intent accounts to your team in real-time.

Outbound Prospecting

Builds targeted prospect lists, enriches contacts, and generates personalized outreach sequences at scale.

Pipeline Enrichment

Keeps your CRM data fresh by enriching contacts and companies from multiple sources — automatically, continuously.

Sales Research

Deep-dives into target accounts — funding, news, hiring signals, tech stack — and prepares call briefs before meetings.

Campaign Personalization

Takes your campaign list and generates hyper-personalized messaging using company context, news, and intent signals.

Inbound Qualification

Scores and qualifies inbound leads against your ICP, enriches them, and routes hot leads to the right rep instantly.

Your pipeline isn't going to build itself

Deploy your first AI agent today — free, no credit card required. See results in your first session.

14-day free trial · Setup under 30 min · Cancel anytime