Connect Frill 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 Idea
Triggers when a new Idea is created.
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
Do thisActions
Action is the task that follows automatically within your Frill integrations.
Update Idea
Update an existing Idea.
List All Ideas
Fetch all ideas from your Frill account and return them as a single list.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
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Step by step guides to integrate Frill and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Frill and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Frill triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Frill 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 Frill 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 Frill 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 Frill
Frill lets you collect customer feedback, communicate a public roadmap and announce new features.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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