Connect CARTO and Microsoft Dynamics CRM
Integrate CARTO 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 Job in Carto
Create Contact in Microsoft-dynamics-crm when New Job in Carto
Create Opportunity in Microsoft-dynamics-crm when New Job in Carto
Create Case/Incident in Microsoft-dynamics-crm when New Job in Carto
Create Order in Microsoft-dynamics-crm when New Job in Carto
Popular CARTO + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
CARTO
When this happens...
New Job
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 Job in Carto
Use this flowCreate Contact in Microsoft-dynamics-crm when New Job in Carto
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Job in Carto
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Job in Carto
Use this flowCreate Order in Microsoft-dynamics-crm when New Job in Carto
Use this flowCreate Lead in Microsoft-dynamics-crm when New Job in Carto
Use this flowImport Job in Carto when New Contact in Microsoft-dynamics-crm
Use this flowImport Job in Carto when New Opportunity in Microsoft-dynamics-crm
Use this flowImport Job in Carto when New Account in Microsoft-dynamics-crm
Use this flowImport Job in Carto when New Case/Incident in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between CARTO and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Job
Triggers when new job 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
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
Do thisActions
Action is the task that follows automatically within your CARTO integrations.
Import Job
Import a job.
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
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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 CARTO and Microsoft Dynamics CRM workflows.
Learn how to automate CARTO and Microsoft Dynamics CRM workflows.
Learn how to automate CARTO and Microsoft Dynamics CRM workflows.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating CARTO and Microsoft Dynamics CRM free
No credit card required. Set up your first workflow in minutes.
About CARTO
CARTO is a powerful platform for location intelligence and spatial data analysis. It enables users to visualize, analyze, and gain insights from geospatial data, making it an essential tool for businesses and organizations looking to leverage location-based data for decision-making and strategic planning.
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 CARTO 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 CARTO 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 CARTO triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in CARTO. 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 CARTO 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 CARTO 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.
