Connect Sender and Microsoft Dynamics CRM
Integrate Sender with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Field in Sender when New Account in Microsoft-dynamics-crm
Create Campaign in Sender when New Account in Microsoft-dynamics-crm
Add Subscriber to Group in Sender when New Account in Microsoft-dynamics-crm
Create Group in Sender when New Account in Microsoft-dynamics-crm
Remove Subscribers From Group in Sender when New Account in Microsoft-dynamics-crm
Popular Sender + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Sender
When this happens...
- Request a new Trigger for Sender
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Field in Sender when New Account in Microsoft-dynamics-crm
Use this flowCreate Campaign in Sender when New Account in Microsoft-dynamics-crm
Use this flowAdd Subscriber to Group in Sender when New Account in Microsoft-dynamics-crm
Use this flowCreate Group in Sender when New Account in Microsoft-dynamics-crm
Use this flowRemove Subscribers From Group in Sender when New Account in Microsoft-dynamics-crm
Use this flowCreate Subscriber in Sender when New Account in Microsoft-dynamics-crm
Use this flowUpdate Subscriber in Sender when New Account in Microsoft-dynamics-crm
Use this flowGet Subscriber's Data from Sender when New Account in Microsoft-dynamics-crm
Use this flowDelete Subscribers from Sender when New Account in Microsoft-dynamics-crm
Use this flowDelete Group in Sender when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Sender and Microsoft Dynamics CRM.
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 Sender integrations.
Create Field
Create a new field, for subscriber.
Create Campaign
Creates a new campaign.
Add Subscriber to Group
Add Subscriber to Group
Create Group
Creates a new group.
Remove Subscribers From Group
Remove subscribers from the existing group.
Create Subscriber
Creates a new subscriber.
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Sender and Microsoft Dynamics CRM workflows.
Learn how to automate Sender and Microsoft Dynamics CRM workflows.
Learn how to automate Sender and Microsoft Dynamics CRM workflows.
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About Sender
Sender.net is a powerful email marketing platform designed to help businesses create, send, and track effective email campaigns. With a user-friendly interface and robust features, it enables users to engage with their audience, automate workflows, and analyze campaign performance.
Learn moreSimilar apps
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 Sender 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 Sender 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 Sender triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Sender. 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 Sender 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 Sender 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.
