Real-time
Two-way sync
Changes in Microsoft Dynamics 365 Sales or Pendo instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Analytics
Microsoft Dynamics 365 Sales to Pendo integration — real-time, two-way sync
Keep Microsoft Dynamics 365 Sales and Pendo 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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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Microsoft Dynamics 365 Sales and Pendo
Put live Microsoft Dynamics 365 Sales data behind every dashboard and cohort in Pendo, and write the segments and scores Pendo computes back onto the Microsoft Dynamics 365 Sales record — one connection, not a nightly export.
Pendo turns data into dashboards, cohorts, and metrics; Microsoft Dynamics 365 Sales is where customers, contacts, deals, and activity actually live and change. The two meet wherever a number is really about a specific account, segment, or stage — yet most teams feed the CRM into analytics as a nightly extract or a hand-maintained connector, so the reporting lags the business and can't be sliced by the customers and segments that matter.
Stacksync syncs Leads, Opportunities, Quotes, Orders from Microsoft Dynamics 365 Sales into Pendo field by field and within seconds, so every dashboard and cohort runs on current records instead of a stale copy. Because the connection runs both ways, the cohorts, scores, and metrics computed in Pendo write back to fields in Microsoft Dynamics 365 Sales, landing where the people working accounts can see them. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Set custom Visitor fields (role, lifecycle stage, entitlement) from the warehouse so in-app guides reach the right users without manual CSV uploads.
- 02 Sync Pendo Visitors and Accounts into a data model to score product-qualified accounts alongside behavioral event data.
- 03 Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
- 04 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
Common sync patterns
Where Microsoft Dynamics 365 Sales accepts updates: segments and scores back on the record
Cohorts, scores, and computed metrics from Pendo sync onto fields in Microsoft Dynamics 365 Sales, putting the analysis where reps and owners actually work the accounts.
One customer across analytics and CRM
The same account or person is keyed consistently in both systems, so a profile or row in Pendo lines up with the contact or account in Microsoft Dynamics 365 Sales.
A record that outlives edits in the CRM
A continuously synced copy of Microsoft Dynamics 365 Sales's records and activity in Pendo keeps a queryable history even as records change or age out of the CRM.
What you can sync between Microsoft Dynamics 365 Sales and Pendo
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.
| Microsoft Dynamics 365 Sales objects | Pendo objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. | Accounts Company/workspace records that roll visitors up to an account dimension; readable via Aggregation and a write target for custom fields (plan, ARR, health) via the Metadata API. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Poll / NPS Responses Survey answers and NPS scores captured in-app (pollEvents / npsEvents); read-only via the Aggregation API as voice-of-customer data. | Invoices is specific to Microsoft Dynamics 365 Sales and Poll / NPS Responses to Pendo — each maps to any object or custom field on the other side. | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Features / Pages / Guides (metadata) Definitions of tagged UI elements listed through the entity endpoints; read-only reference used to label and join the event streams. | Activities is specific to Microsoft Dynamics 365 Sales and Features / Pages / Guides (metadata) to Pendo — each maps to any object or custom field on the other side. | |
| Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables. | Visitors End-user records with agent-collected and custom fields; queried through the Aggregation API and enriched with custom fields written back via the Metadata API. | Custom Tables is specific to Microsoft Dynamics 365 Sales and Visitors to Pendo — each maps to any object or custom field on the other side. | |
| Contacts Person records linked to accounts; synced with marketing and support systems. | Feature Events Click/interaction events on tagged features, read-only through the Aggregation API over an event-time window and joined to the Feature definitions. | Contacts is specific to Microsoft Dynamics 365 Sales and Feature Events to Pendo — each maps to any object or custom field on the other side. | |
| Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Page Events Page-view events for tagged pages; read-only via the Aggregation API, used for adoption and path analysis in a warehouse. | Leads is specific to Microsoft Dynamics 365 Sales and Page Events to Pendo — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft Dynamics 365 Sales and Pendo
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.
Microsoft Dynamics 365 Sales Pendo 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 Pendo through its API, with automatic retries and rate-limit backoff.
Pendo Microsoft Dynamics 365 Sales Interval-based propagation
DetectionStacksync polls Pendo for changes on an incremental schedule, reading only records changed since the previous pass. Polling - reads query the Aggregation API over event-time windows.
DeliveryEach detected change is written to Microsoft Dynamics 365 Sales through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Microsoft Dynamics 365 Sales: Requests are governed by Dataverse service protection limits evaluated per user and time window.
- Pendo: Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
What ships with Microsoft Dynamics 365 Sales ⇄ Pendo
Connect Microsoft Dynamics 365 Sales and Pendo for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–Pendo connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or Pendo 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 Microsoft Dynamics 365 Sales or Pendo record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ Pendo sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics 365 Sales and Pendo.
How the Microsoft Dynamics 365 Sales and Pendo connectors work
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.
Pendo
- Integration surface
- Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
- Authentication
- Integration key sent in the x-pendo-integration-key header, generated in Subscription Settings; keys are scoped read-only or read/write, so writes require a read/write key
- Change detection
- Polling - reads query the Aggregation API over event-time windows; no change-data-capture feed and no data-change webhooks. Writes go through the Metadata API on demand.
- Capabilities
- read · write
- Rate limits
- Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
How it works
How to connect Microsoft Dynamics 365 Sales to Pendo — 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.
- 01
Connect your apps
Authenticate Microsoft Dynamics 365 Sales and Pendo with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Microsoft Dynamics 365 Sales
connected
Pendo
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and Pendo 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.
objects · Microsoft Dynamics 365 Sales ⇄ PendoCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Microsoft Dynamics 365 Sales PendoCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and Pendo integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft Dynamics 365 Sales and Pendo: authenticate both systems, choose the objects to sync (such as Microsoft Dynamics 365 Sales's Accounts and Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Change detection on Microsoft Dynamics 365 Sales: Dataverse change tracking with delta tokens, plus registered webhooks on table events. On Pendo: Polling - reads query the Aggregation API over event-time windows; no change-data-capture feed and no data-change webhooks. Writes go through the Metadata API on demand. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Pendo side: Guide Events, Poll / NPS Responses, Features / Pages / Guides (metadata), Visitors, plus custom fields where Pendo exposes them. On the Microsoft Dynamics 365 Sales side: Leads, Opportunities, Quotes, Orders. Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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Common patterns for Microsoft Dynamics 365 Sales and Pendo: Where Microsoft Dynamics 365 Sales accepts updates: segments and scores back on the record; One customer across analytics and CRM; A record that outlives edits in the CRM. Cohorts, scores, and computed metrics from Pendo sync onto fields in Microsoft Dynamics 365 Sales, putting the analysis where reps and owners actually work the accounts.
-
Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. Pendo: Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes. Authentication: Integration key sent in the x-pendo-integration-key header, generated in Subscription Settings; keys are scoped read-only or read/write, so writes require a read/write key. Stacksync manages authentication, retries, and rate limits on both sides.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 403 integrations available for Microsoft Dynamics 365 Sales and Pendo.
Popular · 6 of 403
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Microsoft Dynamics 365 Sales ⇄ Tableau -
Microsoft Dynamics 365 Sales ⇄ Adobeanalytics -
Microsoft Dynamics 365 Sales ⇄ Splunk -
Pendo ⇄ Oracle CX Sales -
Pendo ⇄ Outreach -
Pendo ⇄ Salesloft
No integrations match .
