STEP 1
Connect Apollo and Microsoft Dynamics CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apollo and Microsoft Dynamics CRM Integration
Connect Apollo and Microsoft Dynamics CRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Apollo and Microsoft Dynamics CRM
Detailed info you need to know about Apollo and Microsoft Dynamics CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Apollo
Manage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email. [5]
Microsoft Dynamics CRM
CRM on Dataverse — generic table CRUD, search, and record watches for Dynamics 365 and Power Apps. [6]
How to connect Apollo to Microsoft Dynamics CRM
Set up your Apollo and Microsoft Dynamics CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apollo and Microsoft Dynamics CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apollo and Microsoft Dynamics CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apollo and Microsoft Dynamics CRM work in WEXTL?
WEXTL exposes actions and triggers for Apollo and Microsoft Dynamics CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Microsoft Dynamics CRM triggersApollo actions
Microsoft Dynamics CRM modules
- Watch RecordsTriggers when rows of the selected table are created or updated.
- Associate RecordsAssociates two rows through a relationship.
- Create AccountCreates a account.
- Create AppointmentCreates a appointment.
- Create CaseCreates a case.
- Create ContactCreates a contact.
- Create EmailCreates a email.
- Create LeadCreates a lead.
- Create OpportunityCreates a opportunity.
- Create Phone CallCreates a phone call.
- Create RecordCreates a row in the selected table.
- Create TaskCreates a task.
- Create UserCreates a user.
- Delete AccountDeletes a account.
- Delete AppointmentDeletes a appointment.
- Delete CaseDeletes a case.
- Delete ContactDeletes a contact.
- Delete EmailDeletes a email.
- Delete LeadDeletes a lead.
- Delete OpportunityDeletes a opportunity.
- Delete Phone CallDeletes a phone call.
- Delete RecordDeletes a row.
- Delete TaskDeletes a task.
- Delete UserDeletes a user.
- Describe TableReturns metadata for one table.
- Disassociate RecordsRemoves an association between two rows.
- Execute ActionRuns a Dataverse Web API action.
- Execute BatchRuns several operations in one batch request.
- Execute FunctionRuns a Dataverse Web API function.
- Get AccountReturns a single account.
- Get AppointmentReturns a single appointment.
- Get CaseReturns a single case.
- Get ContactReturns a single contact.
- Get EmailReturns a single email.
- Get LeadReturns a single lead.
- Get OpportunityReturns a single opportunity.
- Get Phone CallReturns a single phone call.
- Get RecordReturns a single row by ID.
- Get Related RecordsRetrieves related rows across a collection-valued relationship.
- Get TaskReturns a single task.
- Get UserReturns a single user.
- List AccountsRetrieves a list of accounts.
- List AppointmentsRetrieves a list of appointments.
- List CasesRetrieves a list of cases.
- List ColumnsRetrieves column definitions for a table.
- List ContactsRetrieves a list of contacts.
- List EmailsRetrieves a list of emails.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunitys.
- List Phone CallsRetrieves a list of phone calls.
Apollo modules
- Activate SequenceActivates a sequence so it can send.
- Add Contacts to SequenceEnrolls contacts in a sequence.
- Add Records to ListAdds records to one or more lists.
- Archive SequenceArchives a sequence.
- Bulk Create AccountsCreates many accounts in one request.
- Bulk Create ContactsCreates many contacts in one request.
- Bulk Create TasksCreates many tasks in one request.
- Bulk Update AccountsUpdates many accounts in one request.
- Bulk Update ContactsUpdates many contacts in one request.
- Check Email Send StatusReturns the send status of an outreach email.
- Check Email StatsReturns activity stats for an outreach email.
- Complete TaskMarks a task as completed.
- Create AccountCreates a new account.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Create Email DraftCreates a draft outreach email.
- Create ListCreates a new list.
- Create SequenceCreates a new sequence.
- Create TaskCreates a new task.
- Deactivate SequenceDeactivates a running sequence.
- Get AccountReturns a single account by ID.
- Get ContactReturns a single contact by ID.
- Get Contact Sequence ActivityReturns sequence activity for a contact.
- Get Current UserReturns the profile for the authenticated user.
- Get DealReturns a single deal by ID.
- Get Email ContentReturns the content of an outreach email.
- Get TaskReturns a single task by ID.
- List Account StagesRetrieves account stages for the workspace.
- List Contact StagesRetrieves contact stages for the workspace.
- List Deal StagesRetrieves deal stages for the workspace.
- List DealsRetrieves deals in the workspace.
- List Email AccountsRetrieves connected email accounts.
- List Email SchedulesRetrieves email schedules for sequences.
- List ListsRetrieves lists in the workspace.
- List NotesRetrieves notes linked to CRM records.
- List UsersRetrieves users in the workspace.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Records from ListRemoves records from one or more lists.
- Search AccountsRetrieves accounts that match the search filters.
- Search ContactsRetrieves contacts that match the search filters.
- Search Outreach EmailsRetrieves outreach emails that match the filters.
- Search SequencesRetrieves sequences that match the search filters.
- Search TasksRetrieves tasks that match the search filters.
- Send Email NowSends an outreach email immediately.
- Skip TaskMarks a task as skipped.
- Update AccountUpdates an existing account.
- Update Account OwnerUpdates the owner for multiple accounts.
- Update ContactUpdates an existing contact.
- Update Contact OwnerUpdates the owner for multiple contacts.
- Update Contact Sequence StatusUpdates enrollment status for contacts in sequences.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Apollo and Microsoft Dynamics CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Apollo and Microsoft Dynamics CRM.
Connect your Apollo and Microsoft Dynamics CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Microsoft Dynamics CRM's "Watch Records" fires, WEXTL can "Activate Sequence" in Apollo. Apollo has 55 actions (including Activate Sequence, Add Contacts to Sequence, and Add Records to List); Microsoft Dynamics CRM has 69 actions (including Associate Records, Create Account, and Create Appointment). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apollo-to-Microsoft Dynamics CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apollo (or Microsoft Dynamics CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apollo + Microsoft Dynamics CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apollo and Microsoft Dynamics CRM integration.
- Apollo and Microsoft Dynamics CRM integration source code, module specs and credentials implementation.
- Our Apollo and Microsoft Dynamics CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apollo and Microsoft Dynamics CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apollo integration information
- Microsoft Dynamics CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library