Integrations Microsoft Dynamics CRM LeadConnector

Microsoft Dynamics CRM + LeadConnector

Connect Microsoft Dynamics CRM and LeadConnector to Build Intelligent Automations

Choose a Trigger

When this happens...

New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order

Choose an Action

Automatically do this!

Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Get Calendar Free Slots
Search Calendar
Create Calendar Group
Create Appointment
Add Lead to Workflow
Remove Lead from Workflow
Add Contact Note
List Campaigns
Create Conversation
Search Conversation
Create Business
Get Conversation Messages
List Forms
Get Link
List Surveys
List White-label Integration Providers
List Payment Orders
List Transactions
List Subscriptions
Search Coupon
Retrieve Provider Config
Get Product Details
Search Custom Object
Create Link
Create White-label Integration Provider
Create Coupon
Create New Integration
Create Custom Object
Get Calendar Group
Search Appointment
Search Business
Create AI Agent
Search AI Agent

Ready to use Microsoft Dynamics CRM and LeadConnector automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Account

Triggers when new account is created

New Contact

Triggers when new contact is created

New Case/Incident

Triggers when new case/incident created

New Invoice

Triggers when new invoice is created

New Lead

Triggers when new lead is created

New Opportunity

Triggers when new opportunity is craeted

Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.

Create Account

Creates a new account

Create Contact

Creates a new contact

Create Opportunity

Creates a new opportunity

Create Lead

Creates a new lead

Create Case/Incident

Creates a new case/incident

Create Order

Creates a new order

We'll help you get started

Our team is all set to help you!

Know More About Microsoft Dynamics Crm and Leadconnector Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Step by step guides to integrate Microsoft Dynamics CRM and LeadConnector

Frequently Asked Questions

How do I start an integration between Microsoft Dynamics CRM and LeadConnector?

To start, connect both your Microsoft Dynamics CRM and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics CRM triggers actions in LeadConnector (or vice versa).

Can we customize how data from Microsoft Dynamics CRM is recorded in LeadConnector?

Absolutely. You can customize how Microsoft Dynamics CRM data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Dynamics CRM and LeadConnector?

The data sync between Microsoft Dynamics CRM and LeadConnector typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Dynamics CRM to LeadConnector?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Dynamics CRM and LeadConnector?

Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics CRM and LeadConnector. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

About Microsoft Dynamics CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

CRM Microsoft

Learn More

About LeadConnector

LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.

Marketing Automation

Learn More

Connect Microsoft Dynamics CRM and LeadConnector to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Microsoft Dynamics CRM and LeadConnector automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Account

New Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

Do thisActionsAction is the task that follows automatically within your Microsoft Dynamics CRM integrations.

Create Account

Create Contact

Create Opportunity

Create Lead

Create Case/Incident

Create Order

We'll help you get started

Know More About Microsoft Dynamics Crm and Leadconnector Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Step by step guides to integrate Microsoft Dynamics CRM and LeadConnector

Frequently Asked Questions

About Microsoft Dynamics CRM

About LeadConnector

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.