Connect Hostfully and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking
Cancelled Booking
Updated Booking
New Booking Inquiry
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Hostfully and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking
Triggers when a new booking arrives.
Cancelled Booking
Triggers when a booking is cancelled.
Updated Booking
Triggers when a booking is updated.
New Booking Inquiry
Triggers whenever a new inquiry is received.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
Do thisActions
Action is the task that follows automatically within your Hostfully integrations.
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
Create Order
Creates a new order
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Step by step guides to integrate Hostfully and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Hostfully and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hostfully triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Hostfully 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 Hostfully 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 Hostfully 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 Hostfully
Hostfully is a complete, end-to-end property management platform that helps vacation rental PMs boost revenues.
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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