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Connect Salesforce to Microsoft Dynamics CRM

Move data between Salesforce and Microsoft Dynamics CRM the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

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Salesforce triggers
9
Salesforce actions
27
Microsoft Dynamics CRM triggers
0
Microsoft Dynamics CRM actions
5

Automation ideas

What you can build with Salesforce and Microsoft Dynamics CRM

A few flows teams run between Salesforce and Microsoft Dynamics CRM. Use one as a starting point, or build your own from scratch.

  • New Case Attachment in Salesforce creates Create Record in Microsoft Dynamics CRM

    Fires when a new Attachment or File is added to any Case record.

  • New Case Attachment in Salesforce creates Delete Record in Microsoft Dynamics CRM

    Fires when a new Attachment or File is added to any Case record.

  • New Case Attachment in Salesforce creates Get Record in Microsoft Dynamics CRM

    Fires when a new Attachment or File is added to any Case record.

  • New Contact in Salesforce creates Create Record in Microsoft Dynamics CRM

    Fires when a new Contact record is created in Salesforce.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in Salesforce and acts in Microsoft Dynamics CRM, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

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