Connect Fingertip and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Cancelled
Booking Created
Booking Rescheduled
New Site Contact
New Order
New Form Response
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Fingertip and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Cancelled
Triggers when a booking is cancelled.
Booking Created
Triggers when a new booking is created.
Booking Rescheduled
Triggers when a booking is rescheduled.
New Site Contact
Triggers when a new site contact is created.
New Order
Triggers when an order is created.
New Form Response
Triggers when a new form response is created.
Do thisActions
Action is the task that follows automatically within your Fingertip integrations.
Create Site Contact
Create a site contact in Fingertip.
Create Site
Create a new site with ready-to-use pages, themes, and blocks.
Create Page
Creates a new page within a site with the provided content.
Create Site Invitation
Create a new invitation for a user to join your site.
Create Account
Creates a new account
Create Contact
Creates a new contact
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Step by step guides to integrate Fingertip and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Fingertip and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fingertip triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Fingertip 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 Fingertip 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 Fingertip 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 Fingertip
Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
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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