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CRM ⇄ Business productivity

Apollo.io to Microsoft Dynamics 365 integration — real-time, two-way sync

Keep Apollo.io and Microsoft Dynamics 365 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Apollo.io and Microsoft Dynamics 365

Sync what happens in Microsoft Dynamics 365 with the customer records in Apollo.io, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft Dynamics 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Custom Tables, Accounts, Contacts, Leads in Microsoft Dynamics 365 to Custom fields, Contacts, Accounts, People (database records) in Apollo.io with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in Apollo.io, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.

Common use cases

  • Enrich leads from external data sources and write scores back onto Dynamics records.
  • Two-way sync of accounts and contacts with a Postgres or SQL database so engineers query SQL while sales works in Dynamics.
  • Deduplicate contacts across Apollo and the CRM by syncing on email as the match key.
  • Push CRM opportunity stages back into Apollo so reps see pipeline context while sequencing.

Where Microsoft Dynamics 365 handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Apollo.io, so sales sees open issues before the next call.

Where Microsoft Dynamics 365 supplies contact or company data

Enriched fields land directly on records in Apollo.io, and refreshes keep them from going stale.

Where Microsoft Dynamics 365 processes payments

Charges, refunds, and subscription changes appear on the account in Apollo.io, so revenue context lives with the relationship.

What you can sync between Apollo.io and Microsoft Dynamics 365

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Apollo.io objects Microsoft Dynamics 365 objects
Tasks and calls Rep activity records synced for activity reporting and coaching workflows. Cases (Incidents) Support records shared with ticketing tools and product databases.
Custom fields Account- and contact-level custom attributes mapped field-by-field in a sync. Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth.
Contacts People saved to your Apollo account, synced with emails, phone numbers, and enrichment fields. Products Catalog records aligned with ERP item masters.
Accounts Company records with firmographic attributes, matched to CRM accounts during sync. Activities Emails, calls, and tasks captured for engagement analytics.
People (database records) Prospects from Apollo's global database, pulled into downstream systems once enriched or saved. Custom Tables Dataverse tables that carry business-specific entities through the same API surface.
Sequences Outreach cadences (emailer campaigns in the API); enrollment status is read to track which contacts are being worked. Accounts Company records synced bi-directionally with ERPs, databases, and billing systems.
What ships with Apollo.io ⇄ Microsoft Dynamics 365

Connect Apollo.io and Microsoft Dynamics 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Apollo.io–Microsoft Dynamics 365 connection.

Real-time

Two-way sync

Changes in Apollo.io or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Apollo.io or Microsoft Dynamics 365 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Apollo.io or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your Apollo.io ⇄ Microsoft Dynamics 365 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Apollo.io and Microsoft Dynamics 365.

How the Apollo.io and Microsoft Dynamics 365 connectors work

Apollo.io

Integration surface
REST API
Authentication
API key (passed in request headers); master keys unlock account-wide endpoints
Change detection
Polling on updated-at timestamps; webhook callbacks exist only for delivering asynchronous enrichment results, not as a general change-event stream
Capabilities
read · write
Rate limits
Rate limits and enrichment credits vary by plan; bulk endpoints are throttled separately from single-record calls

Microsoft Dynamics 365

Integration surface
REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
Authentication
Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
Change detection
Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
Capabilities
read · write · CDC · webhooks
Microsoft Dynamics 365 setup guide
How it works

How to connect Apollo.io to Microsoft Dynamics 365 — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Apollo.io and Microsoft Dynamics 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Apollo.io connected
    Microsoft Dynamics 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Apollo.io and Microsoft Dynamics 365 objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Apollo.io ⇄ Microsoft Dynamics 365
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Apollo.io Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Apollo.io and Microsoft Dynamics 365 integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Apollo.io and Microsoft Dynamics 365.

Popular · 8 of 386
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