Connect ThriveCart and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Product Is Purchased
Order Refunded Manual
Subscription Ends
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use ThriveCart and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Product Is Purchased
Runs when product is purchased
Order Refunded Manual
Runs when order is refunded
Subscription Ends
Runs when subscription ends
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
Do thisActions
Action is the task that follows automatically within your ThriveCart integrations.
Add New Student
Add a student to ThriveCart
Get Customer Details
Look up customer by email
Refund Transaction
Return payment to a customer
List Products
Get all products in your store
Create Account
Creates a new account
Create Contact
Creates a new contact
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Step by step guides to integrate ThriveCart and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your ThriveCart and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ThriveCart triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how ThriveCart 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 ThriveCart 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 ThriveCart 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 ThriveCart
Online shopping cart and checkout platform for selling products and managing orders.
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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