Connect Microsoft Dynamics CRM and CallRail
Integrate Microsoft Dynamics CRM with CallRail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Text Message via CallRail when New Account in Microsoft-dynamics-crm
Create Outbound Call with CallRail when New Account in Microsoft-dynamics-crm
Send Text Message via CallRail when New Contact in Microsoft-dynamics-crm
Create Outbound Call with CallRail when New Contact in Microsoft-dynamics-crm
Send Text Message via CallRail when New Case/Incident in Microsoft-dynamics-crm
Popular Microsoft Dynamics CRM + CallRail flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
Choose an action
CallRail
Automatically do this!
Send Text Message
Create Outbound Call
Send Text Message via CallRail when New Account in Microsoft-dynamics-crm
Use this flowCreate Outbound Call with CallRail when New Account in Microsoft-dynamics-crm
Use this flowSend Text Message via CallRail when New Contact in Microsoft-dynamics-crm
Use this flowCreate Outbound Call with CallRail when New Contact in Microsoft-dynamics-crm
Use this flowSend Text Message via CallRail when New Case/Incident in Microsoft-dynamics-crm
Use this flowCreate Outbound Call with CallRail when New Case/Incident in Microsoft-dynamics-crm
Use this flowSend Text Message via CallRail when New Invoice in Microsoft-dynamics-crm
Use this flowCreate Outbound Call with CallRail when New Invoice in Microsoft-dynamics-crm
Use this flowSend Text Message via CallRail when New Lead in Microsoft-dynamics-crm
Use this flowCreate Outbound Call with CallRail when New Lead in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics CRM and CallRail.
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 Microsoft Dynamics CRM 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
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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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Dynamics CRM and CallRail workflows.
Learn how to automate Microsoft Dynamics CRM and CallRail workflows.
Learn how to automate Microsoft Dynamics CRM and CallRail workflows.
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About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreAbout CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and CallRail 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 Microsoft Dynamics CRM and CallRail 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 CallRail. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in CallRail, and a separate workflow where CallRail triggers actions in Microsoft Dynamics CRM. 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 Microsoft Dynamics CRM and CallRail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics CRM and CallRail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
