Connect Userflow and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
User Created
Group Created
Group Updated
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Userflow and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Triggers when a user is created in Userflow.
Group Created
Triggers when a group is created in Userflow.
Group Updated
Triggers when a group is updated in Userflow.
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 Userflow integrations.
Track Event
Tracks an event for a user/group.
Delete Group
Delete an existing group for specified group id.
Find Group
Finds an existing group
Find User
Find an existing user.
Create/Update User
Creates (or updates) a user.
Create/Update Group
Updates (or creates) a group.
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Step by step guides to integrate Userflow and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Userflow and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Userflow triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Userflow 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 Userflow 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 Userflow 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 Userflow
UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.
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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