Connect Join.me and Microsoft Dynamics CRM
Integrate Join.me with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Scheduled Meetings in Joinme when New Account in Microsoft-dynamics-crm
List Scheduled Meetings in Joinme when New Contact in Microsoft-dynamics-crm
List Scheduled Meetings in Joinme when New Case/Incident in Microsoft-dynamics-crm
List Scheduled Meetings in Joinme when New Invoice in Microsoft-dynamics-crm
List Scheduled Meetings in Joinme when New Lead in Microsoft-dynamics-crm
Popular Join.me + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Join.me
When this happens...
- Request a new Trigger for Join.me
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
List Scheduled Meetings in Joinme when New Account in Microsoft-dynamics-crm
Use this flowList Scheduled Meetings in Joinme when New Contact in Microsoft-dynamics-crm
Use this flowList Scheduled Meetings in Joinme when New Case/Incident in Microsoft-dynamics-crm
Use this flowList Scheduled Meetings in Joinme when New Invoice in Microsoft-dynamics-crm
Use this flowList Scheduled Meetings in Joinme when New Lead in Microsoft-dynamics-crm
Use this flowList Scheduled Meetings in Joinme when New Opportunity in Microsoft-dynamics-crm
Use this flowList Scheduled Meetings in Joinme when New Order in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Join.me and Microsoft Dynamics CRM.
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 Join.me integrations.
List Scheduled Meetings
Get all existing Scheduled Meetings.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Join.me and Microsoft Dynamics CRM workflows.
Learn how to automate Join.me and Microsoft Dynamics CRM workflows.
Learn how to automate Join.me and Microsoft Dynamics CRM workflows.
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About Join.me
Join.me is a versatile online meeting and screen sharing tool that allows users to host and join meetings with ease. It offers features such as video conferencing, screen sharing, and collaboration tools to enhance productivity and communication.
Learn moreSimilar apps
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Join.me and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Join.me and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Join.me triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Join.me. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Join.me and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Join.me and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
