Connect Microsoft Dynamics CRM and Zeffy
Integrate Microsoft Dynamics CRM with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Payments in Zeffy when New Account in Microsoft-dynamics-crm
Get Payment from Zeffy when New Account in Microsoft-dynamics-crm
List Contacts from Zeffy when New Account in Microsoft-dynamics-crm
Find Contact in Zeffy when New Account in Microsoft-dynamics-crm
List Campaigns from Zeffy when New Account in Microsoft-dynamics-crm
Popular Microsoft Dynamics CRM + Zeffy 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
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Find Payments in Zeffy when New Account in Microsoft-dynamics-crm
Use this flowGet Payment from Zeffy when New Account in Microsoft-dynamics-crm
Use this flowList Contacts from Zeffy when New Account in Microsoft-dynamics-crm
Use this flowFind Contact in Zeffy when New Account in Microsoft-dynamics-crm
Use this flowList Campaigns from Zeffy when New Account in Microsoft-dynamics-crm
Use this flowFind Campaign in Zeffy when New Account in Microsoft-dynamics-crm
Use this flowFind Payments in Zeffy when New Contact in Microsoft-dynamics-crm
Use this flowGet Payment from Zeffy when New Contact in Microsoft-dynamics-crm
Use this flowList Contacts from Zeffy when New Contact in Microsoft-dynamics-crm
Use this flowFind Contact in Zeffy when New Contact in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics CRM and Zeffy.
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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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 Zeffy workflows.
Learn how to automate Microsoft Dynamics CRM and Zeffy workflows.
Learn how to automate Microsoft Dynamics CRM and Zeffy 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 Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits in the United States, Canada, United Kingdom, Ireland, and Australia. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools with no contact limit at any list size, helping nonprofits raise more while keeping every dollar.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and Zeffy 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 Zeffy 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 Zeffy. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in Zeffy, and a separate workflow where Zeffy 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 Zeffy. 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 Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
