Integrations → Dynamics 365 Sales
Supercharge your Dynamics 365 Sales CRM with call tracking, AI-powered insights, and automated data sync — all from one place.
Why Dynamics 365 Sales + Nimbata?
Automatically track calls in Microsoft Dynamics, capture call outcomes,
and sync attribution data with precision — no manual work.
Precise marketing-to-sales insights. Connect every phone call to the campaign, keyword, or channel that drove it. Finally, prove ROI and understand which marketing efforts generate real conversations.
Conditional sync logic. Control exactly when to fire the integration based on caller type, duration, tags, or AI classification.
Scalable configuration management. Duplicate HubSpot sync settings across multiple projects in seconds — no manual setup needed.
Call Tracking for Dynamics 365 Sales
integration capabilities
(that help you run faster)
Automatic lead & opportunity sync
Every inbound call is instantly logged in Dynamics — creating new leads or updating existing opportunities with caller details, source data, and AI-enriched insights.
Ensure your sales pipeline stays accurate and up to date, so your team always acts on the freshest information.
End-to-end attribution & revenue visibility
Nimbata ties every call back to its original marketing source and pushes attribution data directly into Dynamics dashboards. Track performance from first click → phone call → closed deal.
See the full ROI of your campaigns without guesswork, all inside Dynamics.
Smarter call classification with AI
Nimbata AI understands, and automatically classifies calls as sales,opportunity, support, or spam. It also tags conversations with lead quality, call value, and action-ready notes.
Free your team from manual reviews and focus only on conversations that close deals.
Turn every call into a sales-ready lead inside Dynamics 365 – automatically.
Dynamics 365 Sales meets real-time call intelligence
Smarter CRM automation.
Build workflows powered by 30+ call conditions — from campaign source and call duration to AI-detected outcomes.Turn raw call activity into smart CRM actions that happen in real time.
Every call becomes a qualified Dynamics contact.
Let AI summarize the conversation, take notes, detect buying intent, and automatically assign lead value and tags — so your CRM reflects reality, not assumptions.
Automate every next step in Dynamics.
Configure exactly what Nimbata should do in Dynamics after a call — from creating new contacts to updating properties or logging call activity. Fully customizable to your CRM setup.
Turn every phone call into a sales opportunity, directly inside Dynamics 365 Sales.
Dynamics 365 Sales + Nimbata
Overview: Microsoft Dynamics 365 Sales is a CRM platform that helps businesses manage their sales pipeline, customer relationships, and revenue operations. It provides tools for lead and opportunity management, forecasting, reporting, and collaboration — all within Microsoft’s connected ecosystem.
Integration Overview: Nimbata + Dynamics 365 Sales integration gives you complete visibility into how phone calls turn into revenue. Automatically create new leads from inbound calls or update existing opportunities with enriched call details, attribution data, and AI insights, keeping Dynamics clean, accurate, and revenue-focused.
Use Cases
Things you can do with Nimbata + Dynamics 365 Sales include:Lead Accuracy: Trigger rules ensure only high-quality phone leads enter Dynamics based on criteria like call duration, intent, or AI scoring. This keeps your pipeline focused and avoids clutter from unqualified calls.Keeping Dynamics updated: Calls are automatically logged as new leads or opportunities in Dynamics, or used to enrich existing records with details like call duration, source, campaign, and AI-generated notes. Your CRM stays clean, accurate, and always aligned with real conversations.Enhanced Marketing Attribution in Dynamics: Every call is tied back to its originating source (Google Ads, SEO, social, offline campaigns). This attribution data flows into Dynamics dashboards, giving you a clear view of which efforts drive revenue and allowing more informed budget decisions.Improved Lead Management: With automation, calls can trigger updates to opportunity stages, assign values, or prompt follow-up tasks. AI-powered tags and ratings feed directly into your lead scoring process, helping reps prioritize and convert faster.
Their Goal: CRM Field Mapping & Enrichment based on real-time caller behavior
Their Flows:
To get started:
- Create your free Nimbata Account
- Connect your Nimbata and HubSpot accounts
- Configure which lead data and when should Nimbata send to your HubSpot account
If you need help setting up Nimbata for HubSpot, make sure to check out this help article or request a demo to help you with setting up the integration.
Find Nimbata in HubSpot’s Marketplace here.
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