Connect Evenium and Microsoft Dynamics CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when a new event is created.
New Guests Added
Triggers when new guest is added
Guest Created or Updated
Triggers when a new guest is created or updated.
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
Do thisActions
Action is the task that follows automatically within your Evenium integrations.
Create participant
This action helps you add participants in an event.
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
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Step by step guides to integrate Evenium and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Evenium and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Evenium triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Evenium 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 Evenium 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 Evenium 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 Evenium
Evenium is a comprehensive solution for managing professional events. Evenium .NET handles registration, while OnSite takes care of entry management. ConnexMe, our mobile event app, provides interactive tools to your attendees and meetings.
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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