Connect Microsoft Dynamics CRM and workbooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
Choose an Action
Automatically do this!
- Request a new Action for workbooks
Enable Integrations or automations with these events of Microsoft Dynamics CRM and workbooks
Enable Integrations or automations with these events of Microsoft Dynamics CRM and workbooks
Triggers
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
Actions
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
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Step by step guides to integrate Microsoft Dynamics CRM and workbooks
Frequently Asked Questions
To start, connect both your Microsoft Dynamics CRM and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics CRM triggers actions in workbooks (or vice versa).
Absolutely. You can customize how Microsoft Dynamics CRM data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics CRM and workbooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics CRM and workbooks. 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.
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn MoreAbout workbooks
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
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