Connect Wildapricot and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Membership
New Invoice
New Payment
New Event
New Refund
Refund Deleted
Refund Updated
New Event Registration
Event Registration Updated
Event Registration Deleted
Contact Deleted
Contact Updated
Invoice Updated
Event Updated
Membership Suspended
Membership Enabled
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Wildapricot and Microsoft Dynamics CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in your Wild Apricot account.
New Membership
Triggers when a new membership is created in your Wild Apricot account.
New Invoice
Triggers when a new invoice is created in your Wild Apricot account.
New Payment
Triggers when a new payment is created in your Wild Apricot account.
New Event
Triggers when a new event is created in your Wild Apricot account.
New Refund
Triggers when a new refund is created in your Wild Apricot account.
Do thisActions
Action is the task that follows automatically within your Wildapricot integrations.
Delete Contact
Deletes a contact from your WildApricot database.
Add a Contact
Adds a new contact or member details in your WildApricot database.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
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Step by step guides to integrate Wildapricot and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Wildapricot and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Wildapricot triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Wildapricot 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 Wildapricot 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 Wildapricot 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 Wildapricot
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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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