Microsoft Dynamics CRM

Microsoft Dynamics CRM

Zoho Forms

Zoho Forms

Create integrations between Microsoft Dynamics CRM and Zoho Forms

Actions and Triggers

When this happensTriggers

Microsoft Dynamics CRM

New Account

Triggers when new account is created

Microsoft Dynamics CRM

New Contact

Triggers when new contact is created

Microsoft Dynamics CRM

New Case/Incident

Triggers when new case/incident created

Microsoft Dynamics CRM

New Invoice

Triggers when new invoice is created

Microsoft Dynamics CRM

New Lead

Triggers when new lead is created

Microsoft Dynamics CRM

New Opportunity

Triggers when new opportunity is craeted

Do thisActions

Microsoft Dynamics CRM

Create Account

Creates a new account

Microsoft Dynamics CRM

Create Contact

Creates a new contact

Microsoft Dynamics CRM

Create Opportunity

Creates a new opportunity

Microsoft Dynamics CRM

Create Lead

Creates a new lead

Microsoft Dynamics CRM

Create Case/Incident

Creates a new case/incident

Microsoft Dynamics CRM

Create Order

Creates a new order

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Watch Integrations In Action

Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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Zoho Forms

About Zoho Forms

Zoho Forms is a versatile online form builder that allows users to create, share, and manage forms effortlessly. It is designed to help businesses and individuals collect data, gather feedback, and streamline workflows with ease. With a wide range of customizable templates and integrations, Zoho Forms is ideal for creating surveys, registration forms, and more.

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