Connect Webshipper and Microsoft Dynamics CRM
Integrate Webshipper 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 New Order in Webshipper
Create Contact in Microsoft-dynamics-crm when New Order in Webshipper
Create Opportunity in Microsoft-dynamics-crm when New Order in Webshipper
Create Lead in Microsoft-dynamics-crm when New Order in Webshipper
Create Case/Incident in Microsoft-dynamics-crm when New Order in Webshipper
Popular Webshipper + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Webshipper
When this happens...
New Order
Order Updated
Order Deleted
Shipment Created
Shipment Updated
Shipment Deleted
Return Created
Return Updated
Return Deleted
Report Created
Report Updated
Report Deleted
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 New Order in Webshipper
Use this flowCreate Contact in Microsoft-dynamics-crm when New Order in Webshipper
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Order in Webshipper
Use this flowCreate Lead in Microsoft-dynamics-crm when New Order in Webshipper
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Order in Webshipper
Use this flowCreate Order in Microsoft-dynamics-crm when New Order in Webshipper
Use this flowCreate Account in Microsoft Dynamics CRM when Order Updated in Webshipper
Use this flowCreate Contact in Microsoft-dynamics-crm when Order Updated in Webshipper
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Order Updated in Webshipper
Use this flowCreate Lead in Microsoft-dynamics-crm when Order Updated in Webshipper
Use this flowSupported Triggers & Actions
Everything you can automate between Webshipper and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger's when an order is created.
Order Updated
Trigger's when an order is updated.
Order Deleted
Trigger's when an order is deleted.
Shipment Created
Trigger's when a new shipment is created.
Shipment Updated
Trigger's when a shipment is updated.
Shipment Deleted
Trigger's when a shipment was deleted.
Do thisActions
Action is the task that follows automatically within your Webshipper integrations.
Create a User
Create a new user.
Update an User
Update an user by user email.
Delete a User
Delete an user by email address.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Webshipper and Microsoft Dynamics CRM workflows.
Learn how to automate Webshipper and Microsoft Dynamics CRM workflows.
Learn how to automate Webshipper and Microsoft Dynamics CRM workflows.
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About Webshipper
Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.
Learn more
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 Webshipper 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 Webshipper 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 Webshipper triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Webshipper. 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 Webshipper 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 Webshipper 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.
