Connect TagMango and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Created
Course Progress Event
Course Completion
New Recurring Order Completed
Incomplete Order Created
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use TagMango and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Trigger when new order completed
Course Progress Event
Trigger when new progress started.
Course Completion
This event is triggered when a subscriber completes watching/consuming the entire course.
New Recurring Order Completed
Triggers when new recurring order is created.
Incomplete Order Created
Triggers when incomplete order created.
New Account
Triggers when new account is created
Do thisActions
Action is the task that follows automatically within your TagMango integrations.
Migrate User
The migrate user allows the arbitrary addition of customers to any mango. The behaviour of the API is the same as the add customer option on the customers page in the TagMango dashboard.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Case/Incident
Creates a new case/incident
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Step by step guides to integrate TagMango and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your TagMango and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TagMango triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how TagMango 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 TagMango 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 TagMango 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 TagMango
TagMango is a platform that empowers creators to monetize their content and engage with their audience through personalized experiences. It provides tools for creators to offer exclusive content, workshops, and more, enabling them to build a sustainable income stream.
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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