Connect seven and Microsoft Dynamics CRM
Integrate seven with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when Incoming SMS via Seven
Create Contact in Microsoft-dynamics-crm when Incoming SMS via Seven
Create Opportunity in Microsoft-dynamics-crm when Incoming SMS via Seven
Create Lead in Microsoft-dynamics-crm when Incoming SMS via Seven
Create Case/Incident in Microsoft-dynamics-crm when Incoming SMS via Seven
Popular seven + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
seven
When this happens...
Incoming SMS
Incoming call
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when Incoming SMS via Seven
Use this flowCreate Contact in Microsoft-dynamics-crm when Incoming SMS via Seven
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Incoming SMS via Seven
Use this flowCreate Lead in Microsoft-dynamics-crm when Incoming SMS via Seven
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when Incoming SMS via Seven
Use this flowCreate Order in Microsoft-dynamics-crm when Incoming SMS via Seven
Use this flowCreate Account in Microsoft Dynamics CRM when Incoming call in Seven
Use this flowCreate Contact in Microsoft-dynamics-crm when Incoming call in Seven
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Incoming call in Seven
Use this flowCreate Lead in Microsoft-dynamics-crm when Incoming call in Seven
Use this flowSupported Triggers & Actions
Everything you can automate between seven and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Incoming SMS
Triggers when a new inbound sms has been received
Incoming call
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 seven integrations.
Lookup CNAM
You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.
Lookup HLR
looks up information regarding home location register for a given number
Lookup MNP
looks up information regarding mobile number portability for a given number
Lookup Number Format
Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).
Register Webhook
To Register the webhook
Send SMS
Send an SMS to one or more recipients.
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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AI will build it for you
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 seven and Microsoft Dynamics CRM workflows.
Learn how to automate seven and Microsoft Dynamics CRM workflows.
Learn how to automate seven and Microsoft Dynamics CRM workflows.
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About seven
Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
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 seven 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 seven 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 seven triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in seven. 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 seven 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 seven 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.
