Connect Shippo and Microsoft Dynamics CRM
Integrate Shippo 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 New Order in Shippo
Create Contact in Microsoft-dynamics-crm when New Order in Shippo
Create Opportunity in Microsoft-dynamics-crm when New Order in Shippo
Create Lead in Microsoft-dynamics-crm when New Order in Shippo
Create Case/Incident in Microsoft-dynamics-crm when New Order in Shippo
Popular Shippo + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Shippo
When this happens...
New Order
New Shipping Label
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 New Order in Shippo
Use this flowCreate Contact in Microsoft-dynamics-crm when New Order in Shippo
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Order in Shippo
Use this flowCreate Lead in Microsoft-dynamics-crm when New Order in Shippo
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Order in Shippo
Use this flowCreate Order in Microsoft-dynamics-crm when New Order in Shippo
Use this flowCreate Account in Microsoft Dynamics CRM when New Shipping Label in Shippo
Use this flowCreate Contact in Microsoft-dynamics-crm when New Shipping Label in Shippo
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Shipping Label in Shippo
Use this flowCreate Lead in Microsoft-dynamics-crm when New Shipping Label in Shippo
Use this flowSupported Triggers & Actions
Everything you can automate between Shippo and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created in Shippo.
New Shipping Label
Trigger when a new shipping label 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
New Invoice
Triggers when new invoice is created
Do thisActions
Action is the task that follows automatically within your Shippo integrations.
Search Orders
Get a list of orders that match your filters, such as status, date range, or store.
Create Shipping Order
Creates a new shipping order in Shippo.
Find Shipping Label
Gets a shipping label by label ID or by searching with filters.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Shippo and Microsoft Dynamics CRM workflows.
Learn how to automate Shippo and Microsoft Dynamics CRM workflows.
Learn how to automate Shippo and Microsoft Dynamics CRM workflows.
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About Shippo
Shippo's API standardizes carrier processes and streamlines the complexities of shipping, so you can offer a best-in-class solution without the upkeep.
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 Shippo 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 Shippo 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 Shippo triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Shippo. 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 Shippo 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 Shippo 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.
