Connect Concord CLM and Microsoft Dynamics CRM
Integrate Concord CLM 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 When a new contract agreement is created in Concord CLM
Create Contact in Microsoft-dynamics-crm when When a new contract agreement is created in Concord CLM
Create Opportunity in Microsoft-dynamics-crm when When a new contract agreement is created in Concord CLM
Create Lead in Microsoft-dynamics-crm when When a new contract agreement is created in Concord CLM
Create Case/Incident in Microsoft-dynamics-crm when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Concord CLM
When this happens...
When a new contract agreement is created
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 When a new contract agreement is created in Concord CLM
Use this flowCreate Contact in Microsoft-dynamics-crm when When a new contract agreement is created in Concord CLM
Use this flowCreate Opportunity in Microsoft-dynamics-crm when When a new contract agreement is created in Concord CLM
Use this flowCreate Lead in Microsoft-dynamics-crm when When a new contract agreement is created in Concord CLM
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when When a new contract agreement is created in Concord CLM
Use this flowCreate Order in Microsoft-dynamics-crm when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Account in Microsoft-dynamics-crm
Use this flowCreate Executed Document in Concord CLM when New Account in Microsoft-dynamics-crm
Use this flowList Organizations in Concord CLM when New Account in Microsoft-dynamics-crm
Use this flowList Organization Folders in Concord CLM when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
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 Concord CLM integrations.
Create Organization
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create Executed Document
Create an executed (signed and finalized) document by template or without template in the organization.
List Organizations
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
List Organization Folders
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Find Agreements
Search an organization's agreements using statuses, advanced filters, and pagination.
Create Account
Creates a new account
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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Learn how to automate Concord CLM and Microsoft Dynamics CRM workflows.
Learn how to automate Concord CLM and Microsoft Dynamics CRM workflows.
Learn how to automate Concord CLM and Microsoft Dynamics CRM workflows.
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About Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
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 Concord CLM 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 Concord CLM 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 Concord CLM triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Concord CLM . 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 Concord CLM 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 Concord CLM 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.
