Dynamics 365 + momencio
= let that sync in
why they're better together
two powerhouses. one seamless journey.
When your event lead capture and CRM are perfectly aligned, friction disappears. Contacts, company details, notes, and campaign names sync into Dynamics 365 automatically, every ten minutes. No spreadsheets, manual imports, or missed connections. Just real-time data that keeps your sales team focused on closing deals.
Key benefits:
⏱️ 10-minute updates – Data is fresh and follow-up-ready
🏷️ Campaign sync – Every event becomes a tracked Dynamics campaign
📝 Notes sync – Team’s comments flow directly into CRM
🧩 Multi-org support – Connect multiple Dynamics instances from one account
what gets synced?
everything you need, exactly where you need it
- Contacts: First name, last name, email, job title, phone numbers, company, and description — syncs seamlessly to Dynamics 365.
- Accounts: Core company data like name, website, phone, owner, and description that’s captured at events, is pushed into Dynamics 365 automatically.
- Campaigns: Event campaign names sync directly into Dynamics 365, so your marketing attribution stays clean and traceable.
- Notes: Comments entered in momencio app carry over to Dynamics 365 to keep your reps aligned and informed.
- +more
the problems you're facing. the solutions we deliver.
event leads are only valuable if they make it to your Dynamics 365 account. with momencio, they do. every 10 minutes. structured, enriched, and ready for sales.
| what you need | what we have |
|---|---|
|
a way to move leads into Dynamics 365 without manual uploads |
automated contact sync every 10 minutes—no CSVs, no delays |
|
consistent company info across reps and regions |
company records with name, phone, owner, and description sync seamlessly |
|
full contact details without digging through notes |
email, job title, phone numbers, company name, and salutation auto-filled |
|
notes that don’t vanish post-event |
context-rich notes and comments synced directly into Dynamics |
|
campaigns that map back to real events |
event names sync as campaigns—so attribution stays clean and traceable |
more integrations
extend your reach with even more integrations designed to keep your sales and marketing teams perfectly in sync.
streamline your lead capture, boost engagement, and supercharge your marketing efforts with precision data syncing.
discover a new dimension in event lead capture and sales enablement with momencio’s integration with salesforce.
connect effortlessly with momencio and Dynamics 365. Streamline your event data, manage leads easily, and make real-time insights work for you.
momencio and Marketo team up to keep your company details clear and ready for efficient sales and marketing.
frequently asked questions
momencio syncs contacts (e.g., name, email, job title, phone, salutation, description), company data (name, website, phone, owner, description), campaign names, and notes (title and comments) into Dynamics 365.
Syncs occur every ten minutes, ensuring your CRM is consistently up to date.
momencio maps a predefined set of standard fields into Dynamics 365, including contact details (name, job title, phone numbers, email, salutation), company data (name, website, phone, owner, description), campaign names, and notes, ensuring every record is structured and ready for sales.
Yes. You can connect and manage multiple Dynamics 365 orgs from a single momencio account.
Yes. Each momencio event’s campaign name is automatically synced into Dynamics as a campaign record.
Absolutely. Both note titles and comments added in momencio are synced into Dynamics for complete context.
No. Only the predefined standard fields (as listed above) sync into Dynamics—custom field mapping is currently not supported.
Not supported currently. This integration does not include lead scores or post-event engagement tracking
Yes. Any title or comment notes captured live in momencio are included in the next sync cycle and appear in Dynamics within ten minutes.
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