Connect Roborabbit and Microsoft Dynamics CRM to Build Intelligent Automations
Ready to use Roborabbit and Microsoft Dynamics CRM automations
Explore more automations built by businesses and experts
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Run
Runs when new run is created
New Task
Runs when new task is created
Run Finished
Runs when Run Finishes
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 Roborabbit integrations.
Create Run
Start a run for a task to execute its automation.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Case/Incident
Creates a new case/incident
Know More About Roborabbit and Microsoft Dynamics Crm Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Step by step guides to integrate Roborabbit and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Roborabbit and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Roborabbit triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Roborabbit 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 Roborabbit 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 Roborabbit 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 Roborabbit
Roborabbit is an innovative platform designed to streamline automation processes, enhancing productivity and efficiency for users across various industries.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.