Integrate Microsoft Dynamics CRM with HeyStream to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Broadcast in HeyStream when New Account in Microsoft-dynamics-crm
List Broadcasts from HeyStream when New Account in Microsoft-dynamics-crm
Create Series in HeyStream when New Account in Microsoft-dynamics-crm
List Series on HeyStream when New Account in Microsoft-dynamics-crm
List Contacts from HeyStream when New Account in Microsoft-dynamics-crm
Start from a real workflow other teams are already running.
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
HeyStream
Automatically do this!
Create Broadcast
List Broadcasts
Create Series
List Series
List Contacts
View Broadcast Details
Find a Series
List Broadcasts in a Series
Update Broadcast
Update Series
Register a Contact for Series
List Broadcast Registrations
List Series Registrations
Get Contact
List Cloud Recordings
Get Recording Download Link
Create Broadcast in HeyStream when New Account in Microsoft-dynamics-crm
Use this flowList Broadcasts from HeyStream when New Account in Microsoft-dynamics-crm
Use this flowCreate Series in HeyStream when New Account in Microsoft-dynamics-crm
Use this flowList Series on HeyStream when New Account in Microsoft-dynamics-crm
Use this flowList Contacts from HeyStream when New Account in Microsoft-dynamics-crm
Use this flowView Broadcast Details in HeyStream when New Account in Microsoft-dynamics-crm
Use this flowFind a Series on HeyStream when New Account in Microsoft-dynamics-crm
Use this flowList Broadcasts in a Series in HeyStream when New Account in Microsoft-dynamics-crm
Use this flowUpdate Broadcast in HeyStream when New Account in Microsoft-dynamics-crm
Use this flowUpdate Series in HeyStream when New Account in Microsoft-dynamics-crm
Use this flowEverything you can automate between Microsoft Dynamics CRM and HeyStream.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new account is created
Triggers when new contact is created
Triggers when new case/incident created
Triggers when new invoice is created
Triggers when new lead is created
Triggers when new opportunity is craeted
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Creates a new account
Creates a new contact
Creates a new opportunity
Creates a new lead
Creates a new case/incident
Creates a new order

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Microsoft Dynamics CRM and HeyStream workflows.

Learn how to automate Microsoft Dynamics CRM and HeyStream workflows.

Learn how to automate Microsoft Dynamics CRM and HeyStream workflows.

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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHeyStream is a B2B webinar and live broadcast platform for marketing teams. It lets you spin up branded, browser-based webinars in minutes, capture audience intent with embeddable registration and in-stream CTAs, turn engagement signals into insights, and automate smarter follow-ups. HeyStream connects with your existing stack—including CRMs, email tools, and payments—so you can track attendance, measure conversions, and drive revenue from both live and replay events.
Learn moreSign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and HeyStream 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 HeyStream 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 HeyStream. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in HeyStream, and a separate workflow where HeyStream 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 HeyStream. 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 HeyStream integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.