Integrate APSIS with Microsoft Dynamics CRM

Bridge the gap between your sales and marketing organisations with our integration. APSIS Pro for MS Dynamics CRM engages your audience while increasing your efficiency.

Send transactional emails via Microsoft Dynamics

Your CRM is a goldmine for customer data. Our integration for MS Dynamics makes your data actionable without manual work. Send personal and automated emails based on data and customer activities straight out of your CRM. The integration can be used to automate transactions such as;

  • Order confirmation emails
  • Booking confirmations
  • Subscription or agreement renewals
  • Reminders

Manage all transactional emails in your Dynamics CRM and let APSIS take care of delivering the message for you. Share data between your systems to empower your organisation and to delight your customers.

Get personal with marketing automation

Personalised content is the best way to make your leads and customers tick. The challenge is to find customer data to match your communication. Here's where marketing automation comes into play. Combining APSIS' engine for automation with data from Dynamics will set your customers off on the right journey:

  • Onboard customers
  • Lead nurturing
  • Birthday flows
  • Automated product & service information

Set up workflows to act on data or create dynamic marketing lists that segment your customers based on their activity. All features are available from a one sign-in that integrates APSIS with Dynamics CRM.

Optimise your event management

Add all of your APSIS Pro Event data to your Dynamics CRM system to ease your event management. There are many benefits of having your event data updated in a single platform;

  • See who has been invited and who received a reminder in your CRM.
  • Get updates on registrations, cancellations and other information in your CRM shortly after the event participants have responded to the invitation.
  • Use the registration form to collect additional information and import to your CRM.

Add event participants that are not registered in your CRM as new Leads or Contacts.


What we offer

  • A two-way integration between APSIS Pro and Microsoft Dynamics CRM for versions 2011, 2013, 2015 and 2016 (including both Online and On-premise)
  • Automated synchronisation of contacts and leads from Dynamics CRM to APSIS
  • Responses from APSIS automatically pushed to Dynamics CRM