Connect Botbiz and Microsoft Dynamics CRM
Integrate Botbiz with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Template Message via Botbiz when New Account in Microsoft-dynamics-crm
Get Conversation from Botbiz when New Account in Microsoft-dynamics-crm
Send WhatsApp Message via Botbiz when New Account in Microsoft-dynamics-crm
Create Subscriber in Botbiz when New Account in Microsoft-dynamics-crm
Assign Labels To Subscriber in Botbiz when New Account in Microsoft-dynamics-crm
Popular Botbiz + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Botbiz
When this happens...
- Request a new Trigger for Botbiz
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Send Template Message via Botbiz when New Account in Microsoft-dynamics-crm
Use this flowGet Conversation from Botbiz when New Account in Microsoft-dynamics-crm
Use this flowSend WhatsApp Message via Botbiz when New Account in Microsoft-dynamics-crm
Use this flowCreate Subscriber in Botbiz when New Account in Microsoft-dynamics-crm
Use this flowAssign Labels To Subscriber in Botbiz when New Account in Microsoft-dynamics-crm
Use this flowGet Subscriber from Botbiz when New Account in Microsoft-dynamics-crm
Use this flowSend Template Message via Botbiz when New Contact in Microsoft-dynamics-crm
Use this flowGet Conversation from Botbiz when New Contact in Microsoft-dynamics-crm
Use this flowSend WhatsApp Message via Botbiz when New Contact in Microsoft-dynamics-crm
Use this flowCreate Subscriber in Botbiz when New Contact in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Botbiz and Microsoft Dynamics CRM.
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 Botbiz integrations.
Send Template Message
Send template WhatsApp message to any mobile number.
Get Conversation
Get Conversation of particular subscriber.
Send WhatsApp Message
Send WhatsApp message to any mobile number.
Create Subscriber
Create a Subscriber/Contact.
Assign Labels To Subscriber
Assign multiple labels to Subscriber.
Get Subscriber
Get Subscriber Using subscriber Phone Number.
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 Botbiz and Microsoft Dynamics CRM workflows.
Learn how to automate Botbiz and Microsoft Dynamics CRM workflows.
Learn how to automate Botbiz and Microsoft Dynamics CRM workflows.
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About Botbiz
Botbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.
Learn moreSimilar apps
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 Botbiz 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 Botbiz 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 Botbiz triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Botbiz. 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 Botbiz 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 Botbiz 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.
