Connect Rebrandly and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Branded Link
New Click
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Branded Link
Trigger when create a new branded link.
New Click
Triggers when the Branded Link receives a new click.
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 Rebrandly integrations.
Create Branded Link
create a short branded link from any url.
Update Branded Link
update the destination url of branded link
Create New Tag
Creates a new tag in Rebrandly.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
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Step by step guides to integrate Rebrandly and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Rebrandly and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Rebrandly triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Rebrandly 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 Rebrandly 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 Rebrandly 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 Rebrandly
Rebrandly is the easiest way to create and share branded links (short URLs using your own domain name).
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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