Connect Customer.io and Microsoft Dynamics CRM
Integrate Customer.io 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 Customer Events from Customer.io
Create Contact in Microsoft-dynamics-crm when Customer Events from Customer.io
Create Opportunity in Microsoft-dynamics-crm when Customer Events from Customer.io
Create Lead in Microsoft-dynamics-crm when Customer Events from Customer.io
Create Case/Incident in Microsoft-dynamics-crm when Customer Events from Customer.io
Popular Customer.io + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Customer.io
When this happens...
Customer Events
Email Events
In-app Message Events
Push Events
SMS Events
Slack Events
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 Customer Events from Customer.io
Use this flowCreate Contact in Microsoft-dynamics-crm when Customer Events from Customer.io
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Customer Events from Customer.io
Use this flowCreate Lead in Microsoft-dynamics-crm when Customer Events from Customer.io
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when Customer Events from Customer.io
Use this flowCreate Order in Microsoft-dynamics-crm when Customer Events from Customer.io
Use this flowCreate Account in Microsoft Dynamics CRM when Email Events in Customer
Use this flowCreate Contact in Microsoft-dynamics-crm when Email Events in Customer
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Email Events in Customer
Use this flowCreate Lead in Microsoft-dynamics-crm when Email Events in Customer
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
Push Events
Triggers when a push notification is drafted.
SMS Events
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
Slack Events
Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.
Do thisActions
Action is the task that follows automatically within your Customer.io integrations.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
Delete a segment
Delete a manual segment.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Customer.io and Microsoft Dynamics CRM workflows.
Learn how to automate Customer.io and Microsoft Dynamics CRM workflows.
Learn how to automate Customer.io and Microsoft Dynamics CRM workflows.
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About Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
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 Customer.io 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 Customer.io 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 Customer.io triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Customer.io. 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 Customer.io 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 Customer.io 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.
