Skip to content
Business productivity ⇄ CRM

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

Keep Klaviyo 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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 Klaviyo and Microsoft Dynamics 365 Sales

Sync what happens in Klaviyo with the customer records in Microsoft Dynamics 365 Sales, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Klaviyo holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Flows, Templates, Catalog Items, Tags in Klaviyo to Orders, Invoices, Activities, Custom Tables in Microsoft Dynamics 365 Sales with bi-directional, real-time sync. Activity and record changes in Klaviyo update the matching contact or account in Microsoft Dynamics 365 Sales, and CRM data flows the other way wherever Klaviyo can store and use it.

Common use cases

  • Keep suppression and consent status consistent between Klaviyo and other email or SMS tools
  • Sync catalog items from an ERP or PIM so product recommendations and back-in-stock flows use current data
  • 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.

Where Klaviyo supplies contact or company data

Enriched fields land directly on records in Microsoft Dynamics 365 Sales, and refreshes keep them from going stale.

Where Klaviyo processes payments

Charges, refunds, and subscription changes appear on the account in Microsoft Dynamics 365 Sales, so revenue context lives with the relationship.

Where Klaviyo can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Microsoft Dynamics 365 Sales sync into Klaviyo, so people working there have the context without switching tools.

What you can sync between Klaviyo 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.

Klaviyo objects Microsoft Dynamics 365 Sales objects
Metrics Event type definitions organize the activity stream used in segmentation and attribution. Activities Emails, calls, appointments, and tasks; read out for activity analytics.
Campaigns Email and SMS sends expose performance data for warehouse-based reporting. Custom Tables Tenant-defined Dataverse tables; exposed through the same Web API as standard tables.
Flows Automation definitions and their engagement data sync outward for attribution. Accounts Company records in Dataverse; the usual anchor for two-way sync with databases and ERPs.
Templates Message templates are accessible via API for content management workflows. Contacts Person records linked to accounts; synced with marketing and support systems.
Catalog Items Product catalog records synced from an ERP or PIM power product blocks and back-in-stock triggers. Leads Prospect records; written in from enrichment or web forms, read out on qualification.
Tags Organizational labels on campaigns, flows, and lists support reporting rollups. Opportunities Deal records with stages and estimated revenue; synced for pipeline reporting and close-triggered workflows.
What ships with Klaviyo ⇄ Microsoft Dynamics 365 Sales

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

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

Real-time

Two-way sync

Changes in Klaviyo 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 Klaviyo 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 Klaviyo or Microsoft Dynamics 365 Sales record.

Observability

Monitoring

Track your Klaviyo ⇄ 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 Klaviyo and Microsoft Dynamics 365 Sales.

How the Klaviyo and Microsoft Dynamics 365 Sales connectors work

Klaviyo

Integration surface
REST API compliant with the JSON:API specification
Authentication
OAuth 2.0 for apps or private API keys
Change detection
Polling on updated timestamps; outbound webhooks exist for event topics (availability depends on plan or app-partner status) and as flow webhook actions
Capabilities
read · write · webhooks
Rate limits
Per-endpoint burst and steady rate limits apply

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

    Choose tables

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

Klaviyo and Microsoft Dynamics 365 Sales integration FAQ

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 Klaviyo and Microsoft Dynamics 365 Sales.

Popular · 8 of 386
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.