Connect Microsoft Dynamics CRM and Cloze
Integrate Microsoft Dynamics CRM with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when New Account in Microsoft-dynamics-crm
Create ToDo in Cloze when New Account in Microsoft-dynamics-crm
Add a Communication Record in Cloze when New Account in Microsoft-dynamics-crm
Create a Person in Cloze when New Account in Microsoft-dynamics-crm
Create a Project in Cloze when New Account in Microsoft-dynamics-crm
Popular Microsoft Dynamics CRM + Cloze flows
Start from a real workflow other teams are already running.
Delete Company in Cloze when New Account in Microsoft-dynamics-crm
Use this flowCreate ToDo in Cloze when New Account in Microsoft-dynamics-crm
Use this flowAdd a Communication Record in Cloze when New Account in Microsoft-dynamics-crm
Use this flowCreate a Person in Cloze when New Account in Microsoft-dynamics-crm
Use this flowCreate a Project in Cloze when New Account in Microsoft-dynamics-crm
Use this flowCreate Timeline Event in Cloze when New Account in Microsoft-dynamics-crm
Use this flowCreate a Note in Cloze when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics CRM and Cloze.
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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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.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Dynamics CRM and Cloze workflows.
Learn how to automate Microsoft Dynamics CRM and Cloze workflows.
Learn how to automate Microsoft Dynamics CRM and Cloze 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 Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and Cloze 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 Cloze 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 Cloze. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in Cloze, and a separate workflow where Cloze 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 Cloze. 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 Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
