Connect monday.com and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Board
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use monday.com and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when new user joins.
New Board
Triggers when a new board is created/updated
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
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
Get Board Values
Returns the details of all column in a specific Board.
Create a Board
Creates a new board.
Archive Board
Archives a board with its ID.
Get Column Values
Returns the data for a specific column in a board .
Create a Column
Creates a new column in a board.
Create a Group
Creates a new group in a board.
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Step by step guides to integrate monday.com and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your monday.com and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how monday.com data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between monday.com and Microsoft Dynamics CRM 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 monday.com and Microsoft Dynamics CRM. 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 monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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