- First, you need to register in ApiX-Drive
- Choose what data to transfer from Microsoft Dynamics 365 to Platformly
- Turn on auto-update
- Now the data will be automatically transferred from Microsoft Dynamics 365 to Platformly
Integration Microsoft Dynamics 365 + Platformly
Connect Microsoft Dynamics 365 and Platformly via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Microsoft Dynamics 365 and Platformly yourself, without programmers
Other available integrations
Microsoft Dynamics 365 (250 available connectors)
Platformly (250 available connectors)
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Automation capabilities of
Microsoft Dynamics 365 and Platformly
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Microsoft Dynamics 365 to Platformly.
Transmit data at specified intervals from Microsoft Dynamics 365 to Platformly.
Data source: Microsoft Dynamics 365, available actions:
- Get OPPORTUNITIES (modified)
- Get OPPORTUNITIES (new)
- Get OPPORTUNITIES by stage (new)
- Get ACCOUNTS (modified)
- Get ACCOUNTS (new)
- Get CONTACTS (modified)
- Get CONTACTS (new)
- Get LEADS (modified)
- Get LEADS (new)
Data receiver: Platformly, available actions:
- Add CONTACT
- Add CONTACT to segment
- Add TAG to contact
- Delete all TAGS from contact
- Delete CONTACT from segment
- Delete CONTACT from all segments
- Delete TAG from contact
- Update CONTACT
F.A.Q. on integration of Microsoft Dynamics 365 and Platformly
How is integration of Microsoft Dynamics 365 and Platformly carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Microsoft Dynamics 365 with Platformly?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 277+ integrations beside Microsoft Dynamics 365 and Platformly
Information about Microsoft Dynamics 365
This service is a typical representative of CRM systems, but this time from Microsoft. This service was created to organize sales and marketing and simplify the work of the support service. Microsoft Dynamics CRM is able to integrate with other services from the developer (Skype, Office, Exchange Server, etc.) and is well suited for all kinds of companies working in various directions. It is argued that this service is one of the five most popular CRM in the world and the number of users continues to grow steadily. More
Information about Platformly
Platformly is a marketing automation platform designed to simplify data collection, customer identification, and retention for online businesses. It enables the delivery of personalized content through appropriate channels at optimal times, improving campaign efficiency. The platform facilitates the creation of hyper-targeted marketing campaigns and bespoke offers based on actual customer data, helping maintain customer relationships before and after purchases. By combining marketing and sales functions into a single system, it supports better decision-making and the scaling of sales opportunities. Platformly tracks the entire customer journey from first contact to final conversion, aiming to enhance user interaction and increase sales. More
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