Connect Trafft and Microsoft Dynamics CRM
Integrate Trafft 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 Appointment Booked in Trafft
Create Contact in Microsoft-dynamics-crm when Appointment Booked in Trafft
Create Opportunity in Microsoft-dynamics-crm when Appointment Booked in Trafft
Create Lead in Microsoft-dynamics-crm when Appointment Booked in Trafft
Create Case/Incident in Microsoft-dynamics-crm when Appointment Booked in Trafft
Popular Trafft + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Trafft
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
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 Appointment Booked in Trafft
Use this flowCreate Contact in Microsoft-dynamics-crm when Appointment Booked in Trafft
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Appointment Booked in Trafft
Use this flowCreate Lead in Microsoft-dynamics-crm when Appointment Booked in Trafft
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when Appointment Booked in Trafft
Use this flowCreate Order in Microsoft-dynamics-crm when Appointment Booked in Trafft
Use this flowCreate Account in Microsoft Dynamics CRM when Appointment Canceled in Trafft
Use this flowCreate Contact in Microsoft-dynamics-crm when Appointment Canceled in Trafft
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Appointment Canceled in Trafft
Use this flowCreate Lead in Microsoft-dynamics-crm when Appointment Canceled in Trafft
Use this flowSupported Triggers & Actions
Everything you can automate between Trafft and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
New Account
Triggers when new account is created
Do thisActions
Action is the task that follows automatically within your Trafft integrations.
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
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 Trafft and Microsoft Dynamics CRM workflows.
Learn how to automate Trafft and Microsoft Dynamics CRM workflows.
Learn how to automate Trafft and Microsoft Dynamics CRM workflows.
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About Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn moreAbout 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 Trafft 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 Trafft 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 Trafft triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Trafft. 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 Trafft 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 Trafft 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.
