Connect Agile CRM and Microsoft Dynamics CRM
Integrate Agile CRM with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when New Contact in Agilecrm
Create Contact in Microsoft-dynamics-crm when New Contact in Agilecrm
Create Opportunity in Microsoft-dynamics-crm when New Contact in Agilecrm
Create Lead in Microsoft-dynamics-crm when New Contact in Agilecrm
Create Case/Incident in Microsoft-dynamics-crm when New Contact in Agilecrm
Popular Agile CRM + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Agile CRM
When this happens...
New Contact
New Deal
New Task
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when New Contact in Agilecrm
Use this flowCreate Contact in Microsoft-dynamics-crm when New Contact in Agilecrm
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Contact in Agilecrm
Use this flowCreate Lead in Microsoft-dynamics-crm when New Contact in Agilecrm
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Contact in Agilecrm
Use this flowCreate Order in Microsoft-dynamics-crm when New Contact in Agilecrm
Use this flowCreate Account in Microsoft Dynamics CRM when New Deal in Agilecrm
Use this flowCreate Contact in Microsoft-dynamics-crm when New Deal in Agilecrm
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Deal in Agilecrm
Use this flowCreate Lead in Microsoft-dynamics-crm when New Deal in Agilecrm
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
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
Do thisActions
Action is the task that follows automatically within your Agile CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Agile CRM and Microsoft Dynamics CRM workflows.
Learn how to automate Agile CRM and Microsoft Dynamics CRM workflows.
Learn how to automate Agile CRM and Microsoft Dynamics CRM workflows.
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About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn more
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agile CRM and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Agile CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agile CRM and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
