Cflow and Microsoft Dynamics 365 - CRM Integration
Integrate Cflow and Microsoft Dynamics 365 – CRM. Design, build, and automate anything for your work by integrating Cflow and Microsoft Dynamics 365 – CRM to create visual automated workflows.
Why you'll love automating with Cflow
Just drag and drop apps to automate existing workflows or build new complex processes with Cflow and Microsoft Dynamics 365 – CRM. Solve problems across teams and industry verticals.
Cflow + Microsoft Dynamics 365 - CRM: Maximize your Workflow
Cflow integrates with Microsoft Dynamics 365 CRM to automate lead routing, sales approvals, and data syncing for improved customer management. Automate processes with Cflow and Microsoft Dynamics 365 – CRM by setting triggers to start workflows, actions to perform tasks, and conditions to manage data efficiently.
- Create a Record
- Update a Record
- Process Initiate
- Process Approval
Frequently asked questions
Cflow is designed to be simple and easy, users can configure their processes and workflows. However, when you build complex operations and need our assistance, we will be happy to help you out.
You can integrate any app that offers an API or MAKE connector. Popular examples include CRM, ERP, email platforms, databases, and custom in-house systems.
You’ll need your Cflow API Key, UserKey, and Username. You can copy the API Key from Admin ➔ API Settings and the UserKey from Profile ➔ API Key in your Cflow account.
Make sure to toggle Scheduling ON (the slider at the bottom left) in each module—both the Cflow trigger and the app action—so that as soon as a record is created or updated, your workflow runs instantly.
Yes. Cflow uses industry-standard encryption (TLS) to secure data in transit and at rest. You control which apps can connect, and you can revoke integration credentials at any time from the Admin panel.
More integrations
Design, build, and automate anything for your work by integrating with Cflow.
