Connect Lofty and Microsoft Dynamics CRM
Integrate Lofty with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when New Lead Created in Lofty
Create Contact in Microsoft-dynamics-crm when New Lead Created in Lofty
Create Opportunity in Microsoft-dynamics-crm when New Lead Created in Lofty
Create Lead in Microsoft-dynamics-crm when New Lead Created in Lofty
Create Case/Incident in Microsoft-dynamics-crm when New Lead Created in Lofty
Popular Lofty + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Lofty
When this happens...
New Lead Created
Updated Lead
Lead Pipeline Changed
New Transaction
Updated Transaction
New Task Added
New Appointment Added
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when New Lead Created in Lofty
Use this flowCreate Contact in Microsoft-dynamics-crm when New Lead Created in Lofty
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Lead Created in Lofty
Use this flowCreate Lead in Microsoft-dynamics-crm when New Lead Created in Lofty
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Lead Created in Lofty
Use this flowCreate Order in Microsoft-dynamics-crm when New Lead Created in Lofty
Use this flowCreate Account in Microsoft Dynamics CRM when Updated Lead in Lofty
Use this flowCreate Contact in Microsoft-dynamics-crm when Updated Lead in Lofty
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Updated Lead in Lofty
Use this flowCreate Lead in Microsoft-dynamics-crm when Updated Lead in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Lofty and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created in a selected list.
Updated Lead
Runs when a lead is updated in a selected list.
Lead Pipeline Changed
Fix the instant trigger modify code to read updatedLeadstage as an array, extract each leadId, fetch full lead details sequentially, and return pipeline metadata.
New Transaction
Runs when a new transaction is created in a chosen list.
Updated Transaction
Runs when a transaction is updated. Provide a webhook callback URL to receive updates.
New Task Added
Enter trigger Description Here
Do thisActions
Action is the task that follows automatically within your Lofty integrations.
Create New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Update Lead
Update lead details
Search Leads
Find and list leads
Send Email To Agent
Send an email to an agent
Send SMS to Sales Agent
Send a text to a sales agent
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 Lofty and Microsoft Dynamics CRM workflows.
Learn how to automate Lofty and Microsoft Dynamics CRM workflows.
Learn how to automate Lofty and Microsoft Dynamics CRM workflows.
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About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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 Lofty 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 Lofty 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 Lofty triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Lofty. 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 Lofty 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 Lofty 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.
