Connect Demio and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Demio
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Demio and Microsoft Dynamics CRM automations
Actions and Triggers
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 Demio integrations.
Register Attendee
Registers an attendee for a Demio event or webinar and returns a unique join link for the registrant.
List Event Date Participants
Retrieves the list of participants for a specific Demio event session.
Get Event Details
Returns details for a specific Demio event, including its session dates, registration URL, and next scheduled session.
List Events
Returns all your active Demio webinar events, ordered by the next scheduled session.
Get Event Session Details
Retrieves detailed information about a specific session of a Demio event.
Create Account
Creates a new account
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Step by step guides to integrate Demio and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Demio and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Demio triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Demio data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Demio and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Demio and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Demio
Demio is a webinar and online events platform designed for marketers and businesses. It enables easy event hosting, attendee registration, session management, and engagement tracking with powerful analytics and automation integrations.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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