Connect PostHog and Microsoft Dynamics CRM
Integrate PostHog with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when When a new event is created in PostHog
Create Contact in Microsoft-dynamics-crm when When a new event is created in PostHog
Create Opportunity in Microsoft-dynamics-crm when When a new event is created in PostHog
Create Lead in Microsoft-dynamics-crm when When a new event is created in PostHog
Create Case/Incident in Microsoft-dynamics-crm when When a new event is created in PostHog
Popular PostHog + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
PostHog
When this happens...
When a new event is created
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when When a new event is created in PostHog
Use this flowCreate Contact in Microsoft-dynamics-crm when When a new event is created in PostHog
Use this flowCreate Opportunity in Microsoft-dynamics-crm when When a new event is created in PostHog
Use this flowCreate Lead in Microsoft-dynamics-crm when When a new event is created in PostHog
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when When a new event is created in PostHog
Use this flowCreate Order in Microsoft-dynamics-crm when When a new event is created in PostHog
Use this flowCapture Event in PostHog when New Account in Microsoft-dynamics-crm
Use this flowList Organizations from PostHog when New Account in Microsoft-dynamics-crm
Use this flowList Organization Projects from PostHog when New Account in Microsoft-dynamics-crm
Use this flowList Organization Members in PostHog when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between PostHog and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new event is created
Runs the workflow automatically whenever a new event is created in PostHog.
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
Do thisActions
Action is the task that follows automatically within your PostHog integrations.
Capture Event
Send a user event to PostHog with a user ID and optional details.
List Organizations
Retrieve a list of organizations.
List Organization Projects
List projects for an organization, with optional search and pagination.
List Organization Members
Retrieve members for a specified organization.
Create Project
Creates a new project in your PostHog organization.
Rename Project
Rename a project.
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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Learn how to automate PostHog and Microsoft Dynamics CRM workflows.
Learn how to automate PostHog and Microsoft Dynamics CRM workflows.
Learn how to automate PostHog and Microsoft Dynamics CRM workflows.
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About PostHog
PostHog is an open-source product analytics platform that provides businesses with the tools to understand user behavior and improve their products. It offers features such as event tracking, session recording, and feature flags, enabling teams to make data-driven decisions and enhance user experiences.
Learn moreSimilar apps
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PostHog and Microsoft Dynamics CRM 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 PostHog and Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where PostHog triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in PostHog. 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 PostHog and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PostHog and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
