Connect greminders and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Reminder Sent
testdemo
get user
get calanders
get teams
routing forms
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use greminders and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Reminder Sent
Triggered when a reminder is successfully sent to a contact.
testdemo
get user
get calanders
get teams
routing forms
Do thisActions
Action is the task that follows automatically within your greminders integrations.
update user data
delete team user
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 greminders and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your greminders and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in greminders triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how greminders 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 greminders 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 greminders 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 greminders
GReminders is a powerful tool designed to streamline scheduling and appointment management. It integrates seamlessly with your calendar to send automated reminders to clients, reducing no-shows and improving overall efficiency. Ideal for businesses and professionals who rely on appointments, GReminders ensures that both you and your clients are always on the same page.
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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