Connect Weekdone and Microsoft Dynamics CRM
Integrate Weekdone 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 Objective in Weekdone
Create Contact in Microsoft-dynamics-crm when New Objective in Weekdone
Create Opportunity in Microsoft-dynamics-crm when New Objective in Weekdone
Create Lead in Microsoft-dynamics-crm when New Objective in Weekdone
Create Case/Incident in Microsoft-dynamics-crm when New Objective in Weekdone
Popular Weekdone + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Weekdone
When this happens...
New Objective
New Item
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 Objective in Weekdone
Use this flowCreate Contact in Microsoft-dynamics-crm when New Objective in Weekdone
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Objective in Weekdone
Use this flowCreate Lead in Microsoft-dynamics-crm when New Objective in Weekdone
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Objective in Weekdone
Use this flowCreate Order in Microsoft-dynamics-crm when New Objective in Weekdone
Use this flowCreate Account in Microsoft Dynamics CRM when New Item in Weekdone
Use this flowCreate Contact in Microsoft-dynamics-crm when New Item in Weekdone
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Item in Weekdone
Use this flowCreate Lead in Microsoft-dynamics-crm when New Item in Weekdone
Use this flowSupported Triggers & Actions
Everything you can automate between Weekdone and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Objective
Triggers when a new objective is created in Weekdone.
New Item
Trigger when new item is created.
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
Do thisActions
Action is the task that follows automatically within your Weekdone integrations.
Create Objective
Creates a new objective in Weekdone.
Update Objective
Updates an existing objective in Weekdone.
Get All Items
Get all existing items
Create New Item
Create a New Item.
List Objectives
Get all Objectives
Update Item
Update item
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 Weekdone and Microsoft Dynamics CRM workflows.
Learn how to automate Weekdone and Microsoft Dynamics CRM workflows.
Learn how to automate Weekdone and Microsoft Dynamics CRM workflows.
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About Weekdone
Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
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 Weekdone 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 Weekdone 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 Weekdone triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Weekdone. 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 Weekdone 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 Weekdone 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.
