Can Close CRM trigger actions in Microsoft Dynamics CRM, and Microsoft Dynamics CRM in Close CRM?

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.

Do I need to write code to integrate Close CRM and Microsoft Dynamics CRM?

No. Close CRM-to-Microsoft Dynamics CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Close CRM + Microsoft Dynamics CRM Integration

Keep Close CRM and Microsoft Dynamics CRM aligned: when crm events happen in one, update the other automatically.

Example: when Close CRM's "Watch Activities" fires, WEXTL can "Associate Records" in Microsoft Dynamics CRM. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); Microsoft Dynamics CRM has 69 actions (including Associate Records, Create Account, and Create Appointment).

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Close CRM triggersMicrosoft Dynamics CRM actions

Close CRM workflow triggers

Microsoft Dynamics CRM workflow actions

Frequently asked questions

Common questions about connecting Close CRM and Microsoft Dynamics CRM.

Connect your Close CRM 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.

Close CRMBrowse all Close CRM triggers, actions, and integrations.

Microsoft Dynamics CRMBrowse all Microsoft Dynamics CRM triggers, actions, and integrations.

Close CRM + Microsoft Dynamics CRM Integration

Frequently asked questions

How do I connect Close CRM and Microsoft Dynamics CRM?

What can I automate between Close CRM and Microsoft Dynamics CRM?

Can Close CRM trigger actions in Microsoft Dynamics CRM, and Microsoft Dynamics CRM in Close CRM?

Do I need to write code to integrate Close CRM and Microsoft Dynamics CRM?

Explore Close CRM and Microsoft Dynamics CRM, or get started

Close CRM + Microsoft Dynamics CRM Integration

Frequently asked questions

How do I connect Close CRM and Microsoft Dynamics CRM?

What can I automate between Close CRM and Microsoft Dynamics CRM?

Can Close CRM trigger actions in Microsoft Dynamics CRM, and Microsoft Dynamics CRM in Close CRM?

Do I need to write code to integrate Close CRM and Microsoft Dynamics CRM?

Explore Close CRM and Microsoft Dynamics CRM, or get started