Connect TopMessage and Microsoft Dynamics CRM
Integrate TopMessage 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 Message Is Read in TopMessage
Create Contact in Microsoft-dynamics-crm when Message Is Read in TopMessage
Create Opportunity in Microsoft-dynamics-crm when Message Is Read in TopMessage
Create Lead in Microsoft-dynamics-crm when Message Is Read in TopMessage
Create Case/Incident in Microsoft-dynamics-crm when Message Is Read in TopMessage
Popular TopMessage + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
TopMessage
When this happens...
Message Is Read
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 Message Is Read in TopMessage
Use this flowCreate Contact in Microsoft-dynamics-crm when Message Is Read in TopMessage
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Message Is Read in TopMessage
Use this flowCreate Lead in Microsoft-dynamics-crm when Message Is Read in TopMessage
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when Message Is Read in TopMessage
Use this flowCreate Order in Microsoft-dynamics-crm when Message Is Read in TopMessage
Use this flowSend Message via TopMessage when New Account in Microsoft-dynamics-crm
Use this flowList Messages from TopMessage when New Account in Microsoft-dynamics-crm
Use this flowGet Message by ID from TopMessage when New Account in Microsoft-dynamics-crm
Use this flowSend Message via TopMessage when New Contact in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between TopMessage and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Message Is Read
Runs when message is read
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
New Lead
Triggers when new lead is created
Do thisActions
Action is the task that follows automatically within your TopMessage integrations.
Send Message
Send a richly formatted message
List Messages
List SMS and WhatsApp messages
Get Message by ID
Get message status and content
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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Learn how to automate TopMessage and Microsoft Dynamics CRM workflows.
Learn how to automate TopMessage and Microsoft Dynamics CRM workflows.
Learn how to automate TopMessage and Microsoft Dynamics CRM workflows.
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About TopMessage
TopMessage is a business messaging platform that enables companies to send SMS and WhatsApp messages through a single dashboard. It helps businesses manage marketing campaigns, customer communication, OTP verification, and automated messaging with easy-to-use APIs and tools. [1]: https://topmessage.com/?utm_source=chatgpt.com "TopMessage | Secure & Efficient Business Messaging Solutions"
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 TopMessage 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 TopMessage 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 TopMessage triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in TopMessage. 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 TopMessage 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 TopMessage 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.
