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

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 Keap and Microsoft Dynamics CRM?

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

Keap + Microsoft Dynamics CRM Integration

Build crm workflows between Keap and Microsoft Dynamics CRM on a visual canvas — map fields once and let data flow.

Example: when Keap's "Watch Affiliate" fires, WEXTL can "Associate Records" in Microsoft Dynamics CRM. Keap has 23 triggers (including Watch Affiliate, Watch Affiliate Commission Programs, and Watch Affiliate Links); Microsoft Dynamics CRM has 69 actions (including Associate Records, Create Account, and Create Appointment).

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Keap triggersMicrosoft Dynamics CRM actions

Keap workflow triggers

Microsoft Dynamics CRM workflow actions

Frequently asked questions

Common questions about connecting Keap and Microsoft Dynamics CRM.

Connect your Keap 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.

KeapBrowse all Keap triggers, actions, and integrations.

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

Keap + Microsoft Dynamics CRM Integration

Frequently asked questions

How do I connect Keap and Microsoft Dynamics CRM?

What can I automate between Keap and Microsoft Dynamics CRM?

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

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

Explore Keap and Microsoft Dynamics CRM, or get started

Keap + Microsoft Dynamics CRM Integration

Frequently asked questions

How do I connect Keap and Microsoft Dynamics CRM?

What can I automate between Keap and Microsoft Dynamics CRM?

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

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

Explore Keap and Microsoft Dynamics CRM, or get started