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Marketing ⇄ CRM

Marketo to Microsoft Dynamics 365 Sales integration — real-time, two-way sync

Keep Marketo 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.

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Why teams connect Marketo and Microsoft Dynamics 365 Sales

Keep the people you sell to and the people you market to in one shared view: Microsoft Dynamics 365 Sales and Marketo sync contacts, accounts, and engagement in real time, in both directions.

Microsoft Dynamics 365 Sales owns the customer relationship and the pipeline; Marketo runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Activities, Custom Tables, Accounts, Contacts in Microsoft Dynamics 365 Sales with Programs and Program Members, Smart Campaigns, Leads, Companies in Marketo field by field, in real time, and in both directions. You decide which system owns which fields — Microsoft Dynamics 365 Sales can own account and opportunity status while Marketo owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
  • 02 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • 03 Two-way sync Marketo Leads with a Postgres or warehouse table, matched on email, so RevOps queries and updates marketing profiles in SQL while marketers keep working in Marketo.
  • 04 Extract Marketo Activities (opens, clicks, form fills, Data Value Changes) through Bulk Activity Extract or Get Lead Activities into a warehouse for lead scoring and multi-touch attribution.

Common sync patterns

New and updated people stay in step

When a contact or lead is created or edited in either system, the matching record appears or updates in the other, so campaigns reach real people and reps see who is already being marketed to.

Where Marketo captures engagement: activity lands on the record

Opens, clicks, form fills, event attendance, or ad responses recorded in Marketo post back to the contact or account in Microsoft Dynamics 365 Sales, so reps see interest before they reach out.

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

What you can sync between Marketo and Microsoft Dynamics 365 Sales

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.

Marketo objects Microsoft Dynamics 365 Sales objects How this pairing syncs
Leads Core person records (called Leads/People), deduped on email address by default or a configured dedupe field; read via GET /rest/v1/leads.json with a filterType, upserted via POST /rest/v1/leads.json (action createOrUpdate/createOnly/updateOnly), bulk-imported via CSV through POST /bulk/v1/leads.json, and bulk-exported via /bulk/v1/leads/export/create.json. Leads Prospect records; written in from enrichment or web forms, read out on qualification. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Programs and Program Members Marketing programs read via /rest/v1/programs.json; program membership and member status managed via /rest/v1/leads/programs/{programId}.json and the program status endpoint for acquisition and attribution reporting. Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Programs and Program Members is specific to Marketo and Orders to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Smart Campaigns Automation flows read via /rest/v1/campaigns.json and run against a set of Leads by requesting a trigger campaign with POST /rest/v1/campaigns/{id}/trigger.json, so downstream logic can push Leads into a Marketo flow. Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Smart Campaigns is specific to Marketo and Invoices to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Companies Company records linked to Leads via a company link field; read and upserted through /rest/v1/companies.json, typically mastered in a CRM or ERP and written into Marketo for account context. Activities Emails, calls, appointments, and tasks; read out for activity analytics. Companies is specific to Marketo and Activities to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Opportunities and Opportunity Roles Revenue objects synced via /rest/v1/opportunities.json and /rest/v1/opportunities/roles.json; roles associate an opportunity with a Lead, so pipeline data can drive nurture and scoring. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. Opportunities and Opportunity Roles is specific to Marketo and Custom Tables to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.
Custom Objects Auxiliary data tables described via /rest/v1/customobjects.json and read/written via /rest/v1/customobjects/{apiName}.json, linked to Leads by a dedupe/link field so campaigns branch on records like purchases or subscriptions. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Custom Objects is specific to Marketo and Accounts to Microsoft Dynamics 365 Sales — each maps to any object or custom field on the other side.

How changes propagate between Marketo and Microsoft Dynamics 365 Sales

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Marketo Microsoft Dynamics 365 Sales Interval-based propagation

DetectionStacksync polls Marketo for changes on an incremental schedule, reading only records changed since the previous pass. Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on.

DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.

Microsoft Dynamics 365 Sales Marketo Sub-second propagation

DetectionMicrosoft Dynamics 365 Sales notifies Stacksync of record changes through webhook events. Dataverse change tracking with delta tokens, plus registered webhooks on table events.

DeliveryEach detected change is written to Marketo through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Marketo: Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.
  • Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
What ships with Marketo ⇄ Microsoft Dynamics 365 Sales

Connect Marketo and Microsoft Dynamics 365 Sales for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Marketo or Microsoft Dynamics 365 Sales 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 Marketo or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Marketo and Microsoft Dynamics 365 Sales.

How the Marketo and Microsoft Dynamics 365 Sales connectors work

Marketo

Integration surface
Marketo REST API (JSON over HTTPS) for Leads, Companies, Opportunities, Custom Objects, Activities, Lists, Programs, and Campaigns, plus an asynchronous Bulk Import (leads) and Bulk Extract (leads/activities/program members/custom objects) API and an Asset REST API for emails, forms, and landing pages
Authentication
OAuth 2.0 client_credentials (2-legged): GET the Identity URL /oauth/token?grant_type=client_credentials with a Custom Service client_id and client_secret to receive an access token valid for 3600 seconds, then send it as Authorization: Bearer on each call. The instance base URL is https://{munchkinId}.mktorest.com; passing the token as an access_token query parameter is deprecated (removal July 31, 2026).
Change detection
Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on createdAt/updatedAt. Marketo's Webhooks are Smart Campaign flow-step outbound HTTP calls to a URL, not a general record-change subscription, so there is no push feed of arbitrary CRUD.
Capabilities
read · write
Rate limits
Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.

Microsoft Dynamics 365 Sales

Integration surface
Dataverse Web API (OData v4 REST)
Authentication
OAuth 2.0 via Microsoft Entra ID
Change detection
Dataverse change tracking with delta tokens, plus registered webhooks on table events
Capabilities
read · write · webhooks
Rate limits
Requests are governed by Dataverse service protection limits evaluated per user and time window.
How it works

How to connect Marketo to Microsoft Dynamics 365 Sales — 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 Marketo 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.

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

    Choose tables

    Pick the Marketo 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Marketo ⇄ Microsoft Dynamics 365 Sales
    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
    Marketo Microsoft Dynamics 365 Sales
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Marketo and Microsoft Dynamics 365 Sales integration FAQ

SECURITY

Security teams trust 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 391 integrations available for Marketo and Microsoft Dynamics 365 Sales.

Popular · 6 of 391
All Marketo integrations All Microsoft Dynamics 365 Sales integrations Browse all integrations
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