Connect PredictHQ and Microsoft Dynamics CRM
Integrate PredictHQ 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 New Event in Predicthq
Create Contact in Microsoft-dynamics-crm when New Event in Predicthq
Create Opportunity in Microsoft-dynamics-crm when New Event in Predicthq
Create Lead in Microsoft-dynamics-crm when New Event in Predicthq
Create Case/Incident in Microsoft-dynamics-crm when New Event in Predicthq
Popular PredictHQ + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
PredictHQ
When this happens...
New Event
Updated Event
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 New Event in Predicthq
Use this flowCreate Contact in Microsoft-dynamics-crm when New Event in Predicthq
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Event in Predicthq
Use this flowCreate Lead in Microsoft-dynamics-crm when New Event in Predicthq
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Event in Predicthq
Use this flowCreate Order in Microsoft-dynamics-crm when New Event in Predicthq
Use this flowCreate Account in Microsoft Dynamics CRM when Updated Event in Predicthq
Use this flowCreate Contact in Microsoft-dynamics-crm when Updated Event in Predicthq
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Updated Event in Predicthq
Use this flowCreate Lead in Microsoft-dynamics-crm when Updated Event in Predicthq
Use this flowSupported Triggers & Actions
Everything you can automate between PredictHQ and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Runs when a new event is found in a chosen location, with optional category and rank filters.
Updated Event
Runs when an event in a chosen location changes, including cancellations and date changes.
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 PredictHQ integrations.
Get Suggested Radius
Get the suggested search radius around a business location for its industry.
Search Places
Find cities, regions and countries by name, coordinates or ID to use in event searches.
Search Events
Find real-world events by location, date, category, rank and attendance, or get events by ID.
List Saved Location Events
List events expected to affect a saved location in the next 90 days.
Get Demand Surges
Find upcoming dates when many events at once may cause a demand surge in an area.
Create Saved Location
Save a business location by coordinates, area or places to track events around it.
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 PredictHQ and Microsoft Dynamics CRM workflows.
Learn how to automate PredictHQ and Microsoft Dynamics CRM workflows.
Learn how to automate PredictHQ and Microsoft Dynamics CRM workflows.
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About PredictHQ
PredictHQ provides verified real-world event data and demand intelligence so businesses can see how events like concerts, sports, holidays and severe weather affect demand.
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 PredictHQ 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 PredictHQ 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 PredictHQ triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in PredictHQ. 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 PredictHQ 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 PredictHQ 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.
