Connect Scale and Microsoft Dynamics CRM to Build Intelligent Automations
Ready to use Scale 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
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your Scale integrations.
Get Tasks
Retrieve all the tasks for given project.
Create Batch
Create a new batch in a project to group related tasks for processing.
Pause Batch
Pause processing of an in-progress Batch. Only unstarted tasks will be paused.
Resume Batch
Resume processing of a paused Batch. Previously paused tasks will be resumed.
Finalize a batch
Mark a Scale batch as complete so no new tasks can be added.
Cancel Batch
Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.
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Step by step guides to integrate Scale and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Scale and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Scale triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Scale 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 Scale 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 Scale 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 Scale
Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.
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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