Connect Raisely and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Campaign
New Profile
Profile Updated
New Online Donation
New Person
New Interaction
Badge Awarded
Badge Revoked
Donation Deleted
Donation Succeeded
Donation Updated
Donation Refunded
Post Created
Post Deleted
Post Updated
Profile Created
Profile Deleted
User Created
User Updated
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Raisely and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Campaign
Triggers when a new fundraising campaign is created.
New Profile
Triggers when a profile is created within a fundraising campaign.
Profile Updated
Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.
New Online Donation
Triggers when a new online donation (via credit card or PayPal) is made in your campaign.
New Person
Triggers when a person is created within a fundraising campaign.
New Interaction
Triggers when a new custom interaction is created on a person in Raisely CRM.
Do thisActions
Action is the task that follows automatically within your Raisely integrations.
List All Campaigns
Retrieve the list of all campaigns
List All Donations
Retrieve the list of all donations
List All Exercise logs
Retrieve the list of all exercise logs
List All Interaction Categories
Retrieve the list of all interaction categories
List All Interactions
Retrieve the list of all interactions
List All Orders
Retrieve the list of all orders
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Step by step guides to integrate Raisely and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Raisely and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Raisely triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Raisely 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 Raisely 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 Raisely 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 Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn MoreAbout 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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