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

Keep Microsoft Dynamics 365 Sales and Salesloft 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 Salesloft

Run Microsoft Dynamics 365 Sales and Salesloft side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

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 Invoices, Activities, Custom Tables, Accounts in Microsoft Dynamics 365 Sales with Calls, Tasks, Meetings, Users in Salesloft 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.

Common use cases

  • 01 Write product usage and warehouse-computed scores onto Dataverse tables so sellers see them in the model-driven app.
  • 02 Run a two-way dual-run between Dynamics and another CRM during a migration.
  • 03 Sync people, cadence memberships, and outcomes into a warehouse so RevOps can report on sequence performance next to pipeline data.
  • 04 Auto-enroll leads into cadences when a row in an enrichment database meets a scoring condition.

Common sync patterns

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

What you can sync between Microsoft Dynamics 365 Sales and Salesloft

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 Salesloft objects How this pairing syncs
Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs. Accounts Company records mirrored from the CRM for account-based workflows. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. Tasks Rep to-dos created and completed within cadences. Orders is specific to Microsoft Dynamics 365 Sales and Tasks to Salesloft — each maps to any object or custom field on the other side.
Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. Meetings Booked meeting records tied to people and users. Invoices is specific to Microsoft Dynamics 365 Sales and Meetings to Salesloft — each maps to any object or custom field on the other side.
Activities Emails, calls, appointments, and tasks; read out for activity analytics. Users Seller records used for ownership mapping and activity attribution. Activities is specific to Microsoft Dynamics 365 Sales and Users to Salesloft — 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. Custom Fields Per-person and per-account fields commonly populated by enrichment syncs for personalization. Custom Tables is specific to Microsoft Dynamics 365 Sales and Custom Fields to Salesloft — each maps to any object or custom field on the other side.
Contacts Person records linked to accounts; synced with marketing and support systems. People Prospect records with contact data and CRM ID mappings, the primary sync target. Contacts is specific to Microsoft Dynamics 365 Sales and People to Salesloft — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics 365 Sales and Salesloft

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 Salesloft 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 Salesloft through its API, with automatic retries and rate-limit backoff.

Salesloft Microsoft Dynamics 365 Sales Sub-second propagation

DetectionSalesloft notifies Stacksync of record changes through webhook events. Webhook event subscriptions plus polling on updated_at timestamps.

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.
  • Salesloft: Subject to the platform's per-minute API rate limits.
What ships with Microsoft Dynamics 365 Sales ⇄ Salesloft

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

Track your Microsoft Dynamics 365 Sales ⇄ Salesloft 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 Salesloft.

How the Microsoft Dynamics 365 Sales and Salesloft 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.

Salesloft

Integration surface
REST API (v2)
Authentication
OAuth 2.0
Change detection
Webhook event subscriptions plus polling on updated_at timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-minute API rate limits
How it works

How to connect Microsoft Dynamics 365 Sales to Salesloft — 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 Microsoft Dynamics 365 Sales and Salesloft 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
    Microsoft Dynamics 365 Sales connected
    Salesloft connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics 365 Sales and Salesloft 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 · Microsoft Dynamics 365 Sales ⇄ Salesloft
    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
    Microsoft Dynamics 365 Sales Salesloft
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics 365 Sales and Salesloft 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 429 integrations available for Microsoft Dynamics 365 Sales and Salesloft.

Popular · 8 of 429
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