Integrations Microsoft Dynamics 365 Business Central Drift
Microsoft Dynamics 365 Business Central + Drift

Connect Microsoft Dynamics 365 Business Central and Drift to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

Drift

Automatically do this!

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Drift

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Drift

Actions

Find Shipment

Find Shipment

Get an existing shipment details.

Create Sales Invoice

Create Sales Invoice

Creates new sales invoice.

Create new Item

Create new Item

Creates new item

Update Known Contact

Update Known Contact

Updates an existing contact.

Create or Update Contact From External

Create or Update Contact From External

Creates or updates a contact.

Find User by End User Id

Find User by End User Id

Lookup User information by their end user id.

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Frequently Asked Questions

How do I start an integration between Microsoft Dynamics 365 Business Central and Drift?

To start, connect both your Microsoft Dynamics 365 Business Central and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in Drift (or vice versa).

Can we customize how data from Microsoft Dynamics 365 Business Central is recorded in Drift?

Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Drift. This includes choosing which data fields go into which fields of Drift, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Dynamics 365 Business Central and Drift?

The data sync between Microsoft Dynamics 365 Business Central and Drift typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Dynamics 365 Business Central to Drift?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Dynamics 365 Business Central and Drift?

Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics 365 Business Central and Drift. 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.

Microsoft Dynamics 365 Business Central

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service

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Drift

About Drift

Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.

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