STEP 1
Connect Close CRM 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.
Close CRM and Microsoft Dynamics CRM Integration
Close CRM
Microsoft Dynamics CRM
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Keep Close CRM and Microsoft Dynamics CRM in sync by integrating their events and actions. When crm events happen in Close CRM, update the Microsoft Dynamics CRM automatically - without any line of code in visual workflow builder.
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Learn about Close CRM and Microsoft Dynamics CRM
Detailed info you need to know about Close CRM 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 Close CRM to Microsoft Dynamics CRM
Set up your Close CRM 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 Close CRM 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 Close CRM 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 Close CRM and Microsoft Dynamics CRM work in WEXTL?
WEXTL exposes actions and triggers for Close CRM 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.
Close CRM triggersMicrosoft Dynamics CRM actions
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List Email ThreadsLists email threads.
- List EmailsRetrieves a list of emails.
- List Form SubmissionsLists form submissions.
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 Close CRM 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 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. [3]
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). 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. 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. [4]
Yes. Trigger-based automations start the moment Close CRM (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 Close CRM + 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 Close CRM and Microsoft Dynamics CRM integration.
- Close CRM and Microsoft Dynamics CRM integration source code, module specs and credentials implementation.
- Our Close CRM and Microsoft Dynamics CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close CRM 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.
- Close CRM integration information
- Microsoft Dynamics CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library