Connect Membrain and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Membrain and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
New Account
Triggers when new account is created
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
Create Account
Creates a new account
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Step by step guides to integrate Membrain and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Membrain and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Membrain 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 Membrain 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 Membrain 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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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