Connect Simplicate and Microsoft Dynamics CRM
Integrate Simplicate with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Microsoft-dynamics-crm when New Project Created in Simplicate
Create Account in Microsoft Dynamics CRM when Project Updated in Simplicate
Create Contact in Microsoft-dynamics-crm when New Hours in Simplicate
Create Lead in Microsoft-dynamics-crm when New Hours in Simplicate
Create Opportunity in Microsoft-dynamics-crm when New Invoice in Simplicate
Popular Simplicate + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Simplicate
When this happens...
New Project Created
Project Updated
New Employees
New Hours
New Invoice
Invoices Sent
Updated Employees
Updated Companies
New Companies
New Contacts
Updated Contacts
New Sales
New Services
Quotes Sent
Updated Hours
Updated Services
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Contact in Microsoft-dynamics-crm when New Project Created in Simplicate
Use this flowCreate Account in Microsoft Dynamics CRM when Project Updated in Simplicate
Use this flowCreate Contact in Microsoft-dynamics-crm when New Hours in Simplicate
Use this flowCreate Lead in Microsoft-dynamics-crm when New Hours in Simplicate
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Invoice in Simplicate
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Invoice in Simplicate
Use this flowCreate Order in Microsoft-dynamics-crm when New Invoice in Simplicate
Use this flowCreate Lead in Microsoft-dynamics-crm when Invoices Sent from Simplicate
Use this flowCreate Order in Microsoft-dynamics-crm when Invoices Sent from Simplicate
Use this flowCreate Order in Microsoft-dynamics-crm when Updated Companies in Simplicate
Use this flowSupported Triggers & Actions
Everything you can automate between Simplicate and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Triggers when a new project is created.
Project Updated
Triggers when an existing project is updated.
New Employees
Triggers when a new employees created.
New Hours
Triggers when new hours are created.
New Invoice
Triggers when new invoice are created.
Invoices Sent
Triggers when invoices are sent.
Do thisActions
Action is the task that follows automatically within your Simplicate integrations.
Update Project
Updates an existing project in Simplicate.
List All Organization
Retrieves the details of all organization
List All Expenses
Retrieves the details of all expenses of employees
List All Contact Person
Retrieves the details of all contact person
List All Person
Retrieves the details of all Person.
List All Hours
Retrieves all the Hours.
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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Learn how to automate Simplicate and Microsoft Dynamics CRM workflows.
Learn how to automate Simplicate and Microsoft Dynamics CRM workflows.
Learn how to automate Simplicate and Microsoft Dynamics CRM workflows.
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About Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
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 Simplicate 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 Simplicate 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 Simplicate triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Simplicate. 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 Simplicate 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 Simplicate 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.
