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Microsoft Dynamics CRM

Microsoft Dynamics CRM

Create integrations between Microsoft Dynamics CRM and your favorite App

Create effective Microsoft Dynamics CRM automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Microsoft Dynamics CRM

Microsoft Dynamics CRM

Microsoft Dynamics CRM

Blockspring

Blockspring

Blockspring is a powerful platform that allows users to connect various web services and automate workflows without the need for extensive coding knowledge. It provides tools to integrate APIs, manage data, and create custom functions, making it ideal for businesses looking to streamline operations and enhance productivity.

Form Ranger

Form Ranger

Karma

Karma

Zoom.ai

Zoom.ai

Zoom.ai is an AI-powered productivity tool designed to streamline your workday by automating meeting scheduling, task management, and information retrieval. It integrates seamlessly with your existing tools to enhance efficiency and reduce the time spent on administrative tasks.

GreetBot

GreetBot

Loom

Loom

Loom is a video messaging tool that helps you get your message across through instantly shareable videos. With Loom, you can record your screen, voice, and face to create an engaging video that can be shared with others. It's perfect for team collaboration, providing feedback, or communicating complex ideas in a more personal and effective way.

Sheetgo

Sheetgo

Sheetgo is a powerful tool that allows users to automate workflows and manage data across various spreadsheets. It enables seamless integration and data transfer between different spreadsheet platforms, making it ideal for businesses and individuals looking to streamline their data management processes.

Form Publisher

Form Publisher

Form Publisher is a tool that automates the process of generating documents from form responses. It allows users to create customized documents, such as PDFs, Word files, or Google Docs, based on the data collected from forms. This service is ideal for businesses and individuals who need to streamline document creation and management.

Tiller Money

Tiller Money

Tiller Money is a financial management tool that helps users automate their budgeting and financial tracking by connecting their bank accounts to customizable spreadsheets. It provides a seamless way to manage personal finances, track expenses, and gain insights into spending habits.

Coupler.io

Coupler.io

Coupler.io is a powerful data integration tool that allows users to automate the process of importing data from various sources into Google Sheets, Excel, and BigQuery. It is designed to help businesses and individuals streamline their data workflows by providing seamless connections to popular apps and services, enabling real-time data synchronization and analysis.

Mailchimp for Sheets

Mailchimp for Sheets

Mailchimp for Sheets is a powerful integration that allows users to seamlessly connect their Google Sheets with Mailchimp, enabling efficient data management and email marketing campaigns. This tool is perfect for businesses and marketers who want to streamline their workflow by importing and exporting data between Google Sheets and Mailchimp, automating email lists, and tracking campaign performance directly from their spreadsheets.

Supermetrics

Supermetrics

Supermetrics is a powerful data integration tool that helps businesses gather and analyze data from various marketing platforms. It simplifies the process of data collection by connecting with multiple data sources and transferring the data into analytics and reporting tools, enabling businesses to make informed decisions based on comprehensive insights.

Actions and Triggers

When this happensTriggers

New Account

New Account

Triggers when new account is created

New Contact

New Contact

Triggers when new contact is created

New Case/Incident

New Case/Incident

Triggers when new case/incident created

New Invoice

New Invoice

Triggers when new invoice is created

New Lead

New Lead

Triggers when new lead is created

New Opportunity

New Opportunity

Triggers when new opportunity is craeted

Do thisActions

Create Account

Create Account

Creates a new account

Create Contact

Create Contact

Creates a new contact

Create Opportunity

Create Opportunity

Creates a new opportunity

Create Lead

Create Lead

Creates a new lead

Create Case/Incident

Create Case/Incident

Creates a new case/incident

Create Order

Create Order

Creates a new order

Request a new action

Real-World Use Cases of Microsoft Dynamics CRM Integrations

See how Microsoft Dynamics CRM integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate microsoft-dynamics-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and microsoft-dynamics-crm databases.
  • Integrate microsoft-dynamics-crm with MySQL to automatically sync records, facilitating seamless data exchange between microsoft-dynamics-crm and your SQL databases.

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Watch Integrations In Action

Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Microsoft Dynamics CRM

About 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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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