Connect Rebrandly and Microsoft Dynamics CRM
Integrate Rebrandly with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Branded Link in Rebrandly when New Opportunity in Microsoft-dynamics-crm
Create Contact in Microsoft-dynamics-crm when New Click in Rebrandly
Create Opportunity in Microsoft-dynamics-crm when New Click in Rebrandly
Update Branded Link in Rebrandly when New Invoice in Microsoft-dynamics-crm
Create Lead in Microsoft-dynamics-crm when New Click in Rebrandly
Popular Rebrandly + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Rebrandly
When this happens...
New Branded Link
New Click
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Update Branded Link in Rebrandly when New Opportunity in Microsoft-dynamics-crm
Use this flowCreate Contact in Microsoft-dynamics-crm when New Click in Rebrandly
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Click in Rebrandly
Use this flowUpdate Branded Link in Rebrandly when New Invoice in Microsoft-dynamics-crm
Use this flowCreate Lead in Microsoft-dynamics-crm when New Click in Rebrandly
Use this flowCreate Branded Link in Rebrandly when New Account in Microsoft-dynamics-crm
Use this flowCreate Contact in Microsoft-dynamics-crm when New Branded Link in Rebrandly
Use this flowCreate Lead in Microsoft-dynamics-crm when New Branded Link in Rebrandly
Use this flowUpdate Branded Link in Rebrandly when New Account in Microsoft-dynamics-crm
Use this flowUpdate Branded Link in Rebrandly when New Contact in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Rebrandly and Microsoft Dynamics CRM.
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
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Rebrandly and Microsoft Dynamics CRM workflows.
Learn how to automate Rebrandly and Microsoft Dynamics CRM workflows.
Learn how to automate Rebrandly and Microsoft Dynamics CRM workflows.
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About Rebrandly
Rebrandly is the easiest way to create and share branded links (short URLs using your own domain name).
Learn more
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 Rebrandly 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 Rebrandly 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 Rebrandly triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Rebrandly . 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 Rebrandly 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 Rebrandly 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.
