Connect Rev AI and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Topic Extraction
New Submit Sentiment Analysis
New Force Alignment Job
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Rev AI and Microsoft Dynamics CRM automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Topic Extraction
Trigger when new topic extraction is created.
New Submit Sentiment Analysis
Trigger when new submit analysis .
New Force Alignment Job
Trigger when new force alignment is created.
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
Do thisActions
Action is the task that follows automatically within your Rev AI integrations.
Submit Topic Extraction Job
Starts an asynchronous job to extract topics from a transcript.
Delete Topic Extraction
Delete an existing topic extraction.
Submit Sentiment Analysis
Starts an asynchronous job to analyze sentiments in a transcript.
Delete Submit Sentiment Analysis
Delete an existign submit sentiment analysis.
Submit Force Alignment Job
Starts an asynchronous job to obtain precise word timings for an audio file and text transcript.
Delete Submit Force Alignment Job
Delete an existing submit force alignment job.
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Step by step guides to integrate Rev AI and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Rev AI and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Rev AI triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Rev AI 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 Rev AI 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 Rev AI 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 Rev AI
Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.
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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