Connect EventsAir and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for EventsAir
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use EventsAir 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 EventsAir integrations.
Retrieve List of Events
Retrieves List of Events
Retrieve List of Sessions for an Event
Retrieve List of Sessions
Retrieve Webhook Event Types
Retrieve Webhook Event Types
Retrieve List of Attendees for an Event
Retrieve List of Attendees for an Event
Retrieve a Event Sponsors by ID
Retrieve a Event Sponsors by ID
Retrieve List of Registration for an Event
Retrieve List of registrations for an Event
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Step by step guides to integrate EventsAir and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your EventsAir and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in EventsAir triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how EventsAir 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 EventsAir 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 EventsAir 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 EventsAir
EventsAir is a comprehensive event management platform designed to streamline the planning, execution, and analysis of events. It offers a suite of tools for event organizers to manage registrations, create engaging virtual and hybrid experiences, and analyze event performance. With its robust features, EventsAir caters to the needs of event professionals looking to enhance attendee experiences and optimize event operations.
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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