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CRM

Connect Dynamics 365 to Sortment

Connect Dynamics 365 to Sortment so its AI agents can keep contacts, deals and lifecycle stages in sync with your campaigns and journeys.

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Actions
16
Triggers
—
Authentication
OAuth2
Category
CRM

What Sortment's agents can do in Dynamics 365

16 actions.

  • Create Account
  • Create Contact
  • Create Invoice
  • Create Lead
  • Create Sales Order
  • Update Invoice
  • Update Lead
  • Update Sales Order
  • Create Case
  • Create Opportunity
  • Update Case
  • Update Opportunity
  • Get all invoices action
  • Dynamicscrm get a invoice
  • Dynamicscrm get a lead
  • Dynamicscrm get all leads

How it works

  1. 1

    Connect

    Connect it in Settings › Connectors. Most tools take one click to authorise.

  2. 2

    Put agents to work

    Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.

  3. 3

    Approve and measure

    You review every change before it goes live, and Sortment measures the lift.

Related integrations

All integrations

See Sortment work with Dynamics 365.

Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.

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No migration · Works alongside your existing stack