Two-way sync
Changes in Drift or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Keep Drift and Microsoft Dynamics 365 Sales in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Conversations, Messages, Accounts, Users in Drift with Quotes, Orders, Invoices, Activities in Microsoft Dynamics 365 Sales in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Deal stage and value on shared accounts stay visible from either CRM.
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.
| Drift objects | Microsoft Dynamics 365 Sales objects | |
|---|---|---|
| Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. | Activities Emails, calls, appointments, and tasks; read out for activity analytics. | |
| Conversations Chat threads with status and participants; the center of Drift's data model. | Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | |
| Messages Individual messages within a conversation, used for transcript and intent analysis. | Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | |
| Accounts Company records used for account-based routing and targeting. | Contacts Person records linked to accounts; synced with marketing and support systems. | |
| Users Agents and sales reps who own conversations and meetings. | Leads Prospect records; written in from enrichment or web forms, read out on qualification. | |
| Playbooks Bot flows that generate conversations and qualify visitors. | Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Drift–Microsoft Dynamics 365 Sales connection.
Changes in Drift or Microsoft Dynamics 365 Sales instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Drift or Microsoft Dynamics 365 Sales data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Drift or Microsoft Dynamics 365 Sales record.
Track your Drift ⇄ Microsoft Dynamics 365 Sales sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Drift and Microsoft Dynamics 365 Sales.
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.
Authenticate Drift and Microsoft Dynamics 365 Sales with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Drift and Microsoft Dynamics 365 Sales 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Drift and Microsoft Dynamics 365 Sales: authenticate both systems, choose the objects to sync (such as Drift's Contacts and Conversations), map fields visually, and changes propagate both ways in milliseconds — no code required.
On the Drift side: Conversations, Messages, Accounts, Users, plus custom fields where Drift exposes them. On the Microsoft Dynamics 365 Sales side: Quotes, Orders, Invoices, Activities. Stacksync auto-detects both schemas and converts types between the two systems.
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
Common patterns for Drift and Microsoft Dynamics 365 Sales: Migration with a parallel run; Divisional or regional split; Where both track pipeline: deal visibility across systems. When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Drift: REST API. Authentication: OAuth 2.0 via apps registered on the Drift developer platform. Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Stacksync manages authentication, retries, and rate limits on both sides.
Drift: Drift's data model centers on conversations: messages, participants, and attributes hang off the conversation record, and contacts are created or matched from chat identities. Microsoft Dynamics 365 Sales: Data lives in Dataverse tables exposed through an OData v4 Web API, so standard query options handle filtering, expansion, and paging. Stacksync's field mapping accounts for these differences between Drift and Microsoft Dynamics 365 Sales without custom code.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Drift and Microsoft Dynamics 365 Sales.