STEP 1
Connect Cirqll 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.
Cirqll and Microsoft Dynamics CRM Integration
Build crm workflows between Cirqll and Microsoft Dynamics CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Cirqll and Microsoft Dynamics CRM
Detailed info you need to know about Cirqll and Microsoft Dynamics CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Microsoft Dynamics CRM
CRM on Dataverse — generic table CRUD, search, and record watches for Dynamics 365 and Power Apps. [6]
How to connect Cirqll to Microsoft Dynamics CRM
Set up your Cirqll 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 Cirqll 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 Cirqll 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 Cirqll and Microsoft Dynamics CRM work in WEXTL?
WEXTL exposes actions and triggers for Cirqll 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.
Cirqll triggersMicrosoft Dynamics CRM actions
Cirqll modules
- Create a ChanceCreates a new chance (sales opportunity) and links it to a customer.
- Create a ContactCreates a new contact and associates it with a customer.
- Create a ContractCreates a new contract and associates it with a customer.
- Create a Custom FieldCreates a new custom field definition.
- Create a CustomerCreates a new customer in the system.
- Create a RoleCreates a new role with a custom set of permissions.
- Create a TaskCreates a new task.
- Create a TemplateCreates a new template.
- Create a TodoCreates a new note and attaches it to a customer.
- Create a UserInvites and creates a new user account in your organisation.
- Create an AppointmentCreates a new appointment.
- Create an AssignmentCreates a new assignment.
- Create an EmailLogs or sends a new email and associates it with a customer.
- Delete a ChanceDeletes a chance record permanently.
- Delete a ContactDeletes a contact record permanently.
- Delete a ContractDeletes a contract record permanently.
- Delete a Custom FieldDeletes a custom field definition.
- Delete a CustomerDeletes a customer record.
- Delete a RoleDeletes a role. Users assigned to the role must be reassigned before deletion.
- Delete a TaskDeletes a task along with all of its subtasks.
- Delete a TemplateDeletes a template permanently.
- Delete a TodoDeletes a todo record.
- Delete a UserRemoves a user from your organization. Their data will be retained but access will be revoked.
- Delete an AppointmentCancels and deletes an appointment.
- Delete an AssignmentDeletes an assignment and all of its attached media.
- Delete an EmailDeletes an email record from the CRM.
- Get a ChanceRetrieves a single chance by its unique ID.
- Get a ContactRetrieves a specific contact.
- Get a ContractRetrieves a single contract by its unique ID.
- Get a Custom FieldRetrieves a single custom field definition by its unique ID, including its type and options.
- Get a CustomerRetrieves a specific customer's details.
- Get a RoleRetrieves details for a specific role.
- Get a TaskRetrieves a specific task's details.
- Get a TemplateRetrieves a specific template.
- Get a TodoRetrieves a single to-do item by its unique ID.
- Get a UserRetrieves details for a specific user.
- Get an AppointmentRetrieves the details of a specific appointment.
- Get an AssignmentRetrieves a single assignment by its unique ID.
- Get an EmailRetrieves a specific email by its unique identifier.
- Get Current UserRetrieves details of the currently logged-in user.
- Get SettingsRetrieves the settings for the currently authenticated user, including notification preferences and display options.
- List AppointmentsRetrieves a list of appointments.
- List AssignmentsLists all assignments.
- List ChancesLists all chances (sales opportunities) in the pipeline.
- List ContactsRetrieves contacts from the service.
- List ContractsRetrieves a list of all contracts.
- List Custom FieldsLists all custom field definitions.
- List CustomersRetrieves a list of customers from the database.
- List EmailsLists all emails tracked in the CRM.
- List RolesRetrieves available roles.
Microsoft Dynamics CRM modules
- 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.
- List RecordsRetrieves rows from the selected table.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cirqll 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 Cirqll and Microsoft Dynamics CRM.
Connect your Cirqll 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 Cirqll's "Watch Appointments" fires, WEXTL can "Associate Records" in Microsoft Dynamics CRM. Cirqll has 14 triggers (including Watch Appointments, Watch Assignments, and Watch Chances); 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. Cirqll-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 Cirqll (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 Cirqll + 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 Cirqll and Microsoft Dynamics CRM integration.
- Cirqll and Microsoft Dynamics CRM integration source code, module specs and credentials implementation.
- Our Cirqll and Microsoft Dynamics CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cirqll 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.
- Cirqll integration information
- Microsoft Dynamics CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library