Real-time
Real-time sync
Changes in Microsoft Dynamics 365 Sales or ZoomInfo instantly reflect in both systems. No stale data, no manual imports.
CRM
Microsoft Dynamics 365 Sales to ZoomInfo integration — real-time data sync
Keep Microsoft Dynamics 365 Sales and ZoomInfo 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
Live sync
stacksync.com - <1s
- latency
- real-time
- sync
- 100M+
- records
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Microsoft Dynamics 365 Sales and ZoomInfo
Run Microsoft Dynamics 365 Sales and ZoomInfo side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.
ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into Microsoft Dynamics 365 Sales, so Microsoft Dynamics 365 Sales always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.
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.
Common use cases
- Feed BI models with continuously updated CRM data instead of scheduled exports.
- Bi-directional sync of accounts, contacts, and opportunities with a SQL database so teams query CRM data without OData or FetchXML.
- Enrich CRM accounts and contacts on a schedule so firmographics, titles, and phone numbers stay current.
- Sync intent signals into the CRM or warehouse to trigger outbound plays on in-market accounts.
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 ZoomInfo
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 | ZoomInfo objects | |
|---|---|---|
| Leads Prospect records; written in from enrichment or web forms, read out on qualification. | Technographics Technology install data per company, used for segmentation and territory planning. | |
| Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows. | Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies. | |
| Quotes Pricing proposals; often synced with CPQ or ERP pricing data. | Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts. | |
| Orders Confirmed sales; handed off to ERP systems for fulfillment and billing. | Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts. | |
| Invoices Billing records; usually mastered in the ERP and mirrored back for seller visibility. | Intent Signals Company-level topic scores indicating in-market buying behavior. | |
| Activities Emails, calls, appointments, and tasks; read out for activity analytics. | Scoops Event-driven signals such as leadership changes, funding rounds, and new projects. |
What ships with Microsoft Dynamics 365 Sales ⇄ ZoomInfo
Connect Microsoft Dynamics 365 Sales and ZoomInfo for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics 365 Sales–ZoomInfo connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft Dynamics 365 Sales or ZoomInfo 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 ZoomInfo record.
Observability
Monitoring
Track your Microsoft Dynamics 365 Sales ⇄ ZoomInfo 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 ZoomInfo.
How the Microsoft Dynamics 365 Sales and ZoomInfo 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.
ZoomInfo
- Integration surface
- REST API organized around search and enrich endpoints
- Authentication
- API credentials exchanged for a short-lived JWT
- Change detection
- Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
- Capabilities
- read
- Rate limits
- Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works
How to connect Microsoft Dynamics 365 Sales to ZoomInfo — 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 ZoomInfo 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
ZoomInfo
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft Dynamics 365 Sales and ZoomInfo 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 ⇄ ZoomInfoCustomers 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 ZoomInfoCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft Dynamics 365 Sales and ZoomInfo integration FAQ
-
Yes. Stacksync provides a managed, real-time integration between Microsoft Dynamics 365 Sales and ZoomInfo — ZoomInfo is a read-only source, so data flows from it into the other system: authenticate both systems, choose the objects to sync, map fields visually, and changes propagate in milliseconds — no code required.
-
Common patterns for Microsoft Dynamics 365 Sales and ZoomInfo: Post-acquisition consolidation; Migration with a parallel run; Divisional or regional split. Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
-
Microsoft Dynamics 365 Sales: Dataverse Web API (OData v4 REST). Authentication: OAuth 2.0 via Microsoft Entra ID. ZoomInfo: REST API organized around search and enrich endpoints. Authentication: API credentials exchanged for a short-lived JWT. Stacksync manages authentication, retries, and rate limits on both sides.
-
Microsoft Dynamics 365 Sales: Custom tables and columns are first-class in the Web API and are described by the same metadata endpoints as standard tables. ZoomInfo: ZoomInfo is a read-oriented data provider; syncs pull from it and write into the CRM or warehouse, not the reverse. Stacksync's field mapping accounts for these differences between Microsoft Dynamics 365 Sales and ZoomInfo without custom code.
-
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Microsoft Dynamics 365 Sales and ZoomInfo records are not retained after a sync operation.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft Dynamics 365 Sales and ZoomInfo connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft Dynamics 365 Sales–ZoomInfo integration in-house.
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 Microsoft Dynamics 365 Sales and ZoomInfo.
Popular · 8 of 386
-
Microsoft Dynamics 365 Sales ⇄ Gorgias -
Microsoft Dynamics 365 Sales ⇄ Infor CRM -
Microsoft Dynamics 365 Sales ⇄ Insightly -
Microsoft Dynamics 365 Sales ⇄ Intercom -
ZoomInfo ⇄ Zoho CRM -
ZoomInfo ⇄ Shopify -
ZoomInfo ⇄ Affinity -
ZoomInfo ⇄ 6sense
No integrations match .
