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Microsoft Dynamics 365 CRM + Socially Versed Integration

Connect Microsoft Dynamics 365 CRM to Socially Versed in 1 click

Integrate Microsoft Dynamics 365 CRM + Socially Versed For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Microsoft Dynamics 365 CRM + Socially Versed Workflows

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Create Socially Versed contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use Socially Versed to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in Socially Versed.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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When Form response is created in Socially Versed > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Socially Versed + Microsoft Dynamics 365 CRM Integration

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Contact is created in Microsoft Dynamics 365 CRM > Search contact in Socially Versed > Check any condition > (If condition matches) > Update contact in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Contact is created in Microsoft Dynamics 365 CRM > Search contact in Socially Versed > Check any condition > (If condition matches) > Create contact in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Contact is created in Microsoft Dynamics 365 CRM > Search contact in Socially Versed > Check any condition > (If condition matches) > Create product in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Contact is created in Microsoft Dynamics 365 CRM > Search contact in Socially Versed > Check any condition > (If condition matches) > Update product in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Socially Versed > Check any condition > (If condition matches) > Update contact in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Socially Versed > Check any condition > (If condition matches) > Create contact in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Socially Versed > Check any condition > (If condition matches) > Create product in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Lead is created in Microsoft Dynamics 365 CRM > Search contact in Socially Versed > Check any condition > (If condition matches) > Update product in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in Socially Versed > Check any condition > (If condition matches) > Update contact in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in Socially Versed > Check any condition > (If condition matches) > Create contact in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in Socially Versed > Check any condition > (If condition matches) > Create product in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Contact is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in Socially Versed > Check any condition > (If condition matches) > Update product in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in Socially Versed > Check any condition > (If condition matches) > Update contact in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in Socially Versed > Check any condition > (If condition matches) > Create contact in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in Socially Versed > Check any condition > (If condition matches) > Create product in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

When Lead is created in Microsoft Dynamics 365 CRM > Check any condition > Search contact in Socially Versed > Check any condition > (If condition matches) > Update product in Socially Versed > (Else) > Create member in Socially Versed

Microsoft Dynamics 365 CRM + Socially Versed Integration

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Create Your Own Microsoft Dynamics 365 CRM & Socially Versed Integration Without Any Code

Create Custom Workflow

Microsoft Dynamics 365 CRM + Socially Versed Integration

1.

Contact is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Form response is created in Socially Versed Instant
Contact is created or updated in Socially Versed Instant
Booking is created in Socially Versed Instant
Order is created in Socially Versed Instant
Order is updated in Socially Versed Instant
Product is created in Socially Versed Instant
Product is updated in Socially Versed Instant

2.

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Update contact in Socially Versed
Search contact in Socially Versed
Delete contact in Socially Versed
Create contact in Socially Versed
Create product in Socially Versed
Update product in Socially Versed
Update member in Socially Versed
Search product in Socially Versed
Create member in Socially Versed
Delete member in Socially Versed
Create member group in Socially Versed
Update member group in Socially Versed
Delete member group in Socially Versed

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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Microsoft Dynamics 365 CRM or Socially Versed With 1200+ Other Apps

Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.

See Microsoft Dynamics 365 CRM Integrations

Socially Versed specializes in developing custom digital solutions that help small businesses and brands grow. From website design and development to social media marketing and beyond, they can build a plan that fits your needs and budget.

See Socially Versed Integrations

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