Marketo and Microsoft Dynamics 365 integrations and automations

Do everything in one place

Customize your Marketo and Microsoft Dynamics 365 integration with the following triggers and actions.

Triggers

When this happens…

Marketo
  • Export new leads in Marketo
    Export new leads in Marketo
  • Export new/updated leads in Marketo
    Export new/updated leads in Marketo
  • Monitor leads added to list Batch
    Monitor leads added to list in Marketo
  • New lead activity Batch
    New lead activity in Marketo
  • New lead in list
    New lead in list in Marketo
  • New Marketo Self Service Flow Step Real-time
    New Marketo Self Service Flow Step in Marketo
  • New/updated lead Batch
    New/updated lead in Marketo
  • New/updated lead
    New/updated lead in Marketo

    • Any other trigger you can think up

Microsoft Dynamics 365
  • Export new records
    Export new records in Microsoft Dynamics 365
  • Export new/updated records
    Export new/updated records in Microsoft Dynamics 365
  • Deleted object
    Deleted object in Microsoft Dynamics 365
  • Monitor changes in entities
    Monitor all changes in entities in Microsoft Dynamics 365
  • Monitor changes in entities Batch
    Monitor all changes in entities in Microsoft Dynamics 365
  • New object
    New object in Microsoft Dynamics 365
  • New or updated object (batch) Batch
    New or updated object (batch) in Microsoft Dynamics 365
  • New or updated object
    New or updated object in Microsoft Dynamics 365
  • New object Real-time
    New object in Microsoft Dynamics 365
  • Scheduled object search Batch
    Scheduled object search in Microsoft Dynamics 365
  • New/updated object Real-time
    New/updated object in Microsoft Dynamics 365

    • Any other trigger you can think up

Actions

Do this…

Marketo
  • Custom action
    Custom action in Marketo (Custom)
  • Activate smart campaign
    Activate smart campaign in Marketo
  • Add custom activity Batch
    Add custom activity in Marketo
  • Add leads to lead list Batch
    Add leads to lead list in Marketo
  • Bulk export objects to file
    Export objects in bulk in Marketo
  • Bulk import objects from file
    Bulk import objects to Marketo from file
  • Change lead program status Batch
    Change lead program status in Marketo
  • Clone object
    Clone object in Marketo
  • Create object
    Create object in Marketo
  • Get objects
    Get objects in Marketo
  • Remove leads from lead list
    Remove leads from lead list in Marketo
  • Return data to Marketo Self Service Flow Step
    Return data to Marketo Self Service Flow Step in Marketo
  • Schedule campaign or smart campaign
    Schedule campaign or smart campaign in Marketo
  • Search objects Batch
    Search object in Marketo
  • Submit form
    Submit form in Marketo
  • Trigger campaign or smart campaign for specific leads
    Trigger campaign or smart campaign in Marketo
  • Update object
    Update object in Marketo
  • Upsert custom objects Batch
    Upsert custom objects in Marketo
  • Create/update/upsert leads Batch
    Create/update/upsert leads in Marketo
  • Upsert object
    Upsert object in Marketo
  • Upsert tokens
    Upsert tokens in Marketo

    • Any other action you can think up

Microsoft Dynamics 365
  • Custom action
    Custom action in Microsoft Dynamics 365 (Custom)
  • Close case
    Close case in Microsoft Dynamics 365
  • Create object
    Create object in Microsoft Dynamics 365
  • Create object Batch
    Create object in Microsoft Dynamics 365
  • Get object by ID
    Get object by ID in Microsoft Dynamics 365
  • Get object schema
    Get object schema from Microsoft Dynamics 365
  • Search objects Batch
    Search objects in Microsoft Dynamics 365
  • Update object
    Update object in Microsoft Dynamics 365
  • Update object Batch
    Update object in Microsoft Dynamics 365

    • Any other action you can think up

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