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

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

Our most popular template

Create new leads in Microsoft Dynamics 365 CRM from new opportunities in RD Station
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RD Station + Microsoft Dynamics 365 CRM
Create RD Station conversion events for new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + RD Station
Convert new leads in Microsoft Dynamics 365 CRM into conversion events in RD Station
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Microsoft Dynamics 365 CRM + RD Station

Create new leads in Microsoft Dynamics 365 CRM from new opportunities in RD Station

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RD Station + Microsoft Dynamics 365 CRM

Create RD Station conversion events for new Microsoft Dynamics 365 CRM contacts

Details

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Microsoft Dynamics 365 CRM + RD Station

Convert new leads in Microsoft Dynamics 365 CRM into conversion events in RD Station

Details

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Microsoft Dynamics 365 CRM + RD Station

How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.

Add your action

An action happens after the trigger—such as "Conversion Event" in RD Station.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and RD Station, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

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

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Frequently Asked Questions about Microsoft Dynamics 365 CRM + RD Station integrations

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

What initial setup is required to integrate Microsoft Dynamics 365 CRM with RD Station?

To start the integration, you'll need to have accounts on both Microsoft Dynamics 365 CRM and RD Station. In our platform, you'll set up a zap by selecting Microsoft Dynamics 365 CRM as the trigger app and RD Station as the action app, specifying the desired actions.

Can I automate lead creation in Microsoft Dynamics 365 when a new contact is added in RD Station?

Yes, you can automate the process by setting up a zap where the trigger is 'New Contact' in RD Station, followed by an action to 'Create Lead' in Microsoft Dynamics 365 CRM.

How can I handle data mapping between fields during integration?

During the setup of your automation, we facilitate field mapping between Microsoft Dynamics 365 CRM and RD Station so you can ensure that data from each field in one system is accurately transferred to another system's corresponding field.

Is it possible to update a contact in RD Station when there's an update in Microsoft Dynamics 365 CRM?

Absolutely. You can set up a zap that triggers on 'Updated Record' in Microsoft Dynamics 365 CRM and then updates the corresponding contact in RD Station.

What kind of data can be synchronized between these two platforms?

Typically, you can sync contacts, leads, customer information, and sales activities between Microsoft Dynamics 365 CRM and RD Station. Specific fields available for synchronization may vary based on how you configure your zaps.

How frequently does data transfer occur between Microsoft Dynamics 365 CRM and RD Station?

Data transfer frequency depends on how often your zaps are triggered. We handle real-time sync whenever triggers occur if you have set them up correctly using instant trigger events.

Do I need programming skills to set up this integration?

No programming skills are required. Our platform offers a user-friendly interface that allows you to create custom automations between Microsoft Dynamics 365 CRM and RD Station using simple trigger-action workflows.

Connect Microsoft Dynamics 365 CRM and RD Station 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.

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.

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.

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.

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.

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.

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- 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
- Contact ID
- 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
New Opportunity
Triggers when a Lead is marked as opportunity.
Trigger
Instant
Try It
- Email
  Required
- Lost Reason
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- 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)
Action
Search
- Info
- Info_field_enable
- Company Name
- 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
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Lead Conversion
Triggers when a new lead is created.
Trigger
Instant
Try It
- Event Identifier
  Required
- Email
  Required
- Name
- Job Title
- State
- City
- Country
- Phone
- Mobile Phone
- Twitter
- Facebook
- LinkedIn
- Website
- Company Name
- Company Address
- Company Size
- Traffic Source
- Traffic Medium
- Traffic Campaign
- Traffic Value
Action
Write
- Email
  Required
- Value
Action
Write

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

Learn how to automate RD Station on the Zapier blog

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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About RD Station

RD Station is a complete digital marketing platform to help you generate more results in traffic generation, leads, sales for your business, and to build a solid digital marketing presence. This app is available only in Portuguese.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create new leads in Microsoft Dynamics 365 CRM from new opportunities in RD Station

Create RD Station conversion events for new Microsoft Dynamics 365 CRM contacts

Convert new leads in Microsoft Dynamics 365 CRM into conversion events in RD Station

Create new leads in Microsoft Dynamics 365 CRM from new opportunities in RD Station

Create RD Station conversion events for new Microsoft Dynamics 365 CRM contacts

Convert new leads in Microsoft Dynamics 365 CRM into conversion events in RD Station

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Microsoft Dynamics 365 CRM + RD Station integrations

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

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Supported triggers and actions

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

6 ways to automate Microsoft Dynamics 365

Learn how to automate RD Station on the Zapier blog

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Connect Microsoft Dynamics 365 CRM to RD Station on the world's largest no-code automation platform