Integrate Microsoft Dynamics CRM with Bitly

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Bitly

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Bitly

Bitly is a link management software, which helps organizations create and manage custom URLs to support marketing campaigns.

Want to explore Microsoft Dynamics CRM + Bitly quick connects for faster integration? Here’s our list of the best Microsoft Dynamics CRM + Bitly quick connects.

Explore quick connects
Connect Microsoft Dynamics CRM + Bitly in easier way

It's easy to connect Microsoft Dynamics CRM + Bitly without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Bitlink

    Trigger when you create a New Bitlink.

  • Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Bitlink

    Saves a Bitlink to your user history in Bitly. Returns a shortened URL.

How Microsoft Dynamics CRM & Bitly Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Bitly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Bitly.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Bitly

Microsoft Dynamics CRM

Microsoft Dynamics CRM, also known as Dynamics CRM, is a customer relationship management software package developed by the company Microsoft. It's an integrated suite of applications that are used to manage customer relationships. A user can use this software package to automate repetitive tasks, share information with the customers and employees, track leads, organize marketing campaigns and schedule appointments. It is available for deployment on-premises or in the cloud.

The full form of CRM is Customer Relationship Management which means managing the relationship with customers. A company can use this software to keep track of customers, identify their needs and problems, develop sputions for them, fplow up with them and ultimately deliver services to them.


Bitly is a link shortening service which lets users shorten links by using its own short links. It was launched in 2008 by Peter Stern and Jared Grusd. Bitly has now become one of the most popular link shortening services on the internet. It maintains its own database of shortened links. Bitly also provides analytics about clicks on these links. The company itself doesn't allow creation of custom shortened links.

Integration of Microsoft Dynamics CRM and Bitly

Many businesses have shown interest in using Microsoft Dynamics CRM and Bitly together because integration of the two systems provides a number of benefits. Firstly, it allows businesses to save time and effort by automating many repetitive tasks. Secondly, it helps to increase productivity and efficiency of employees. Moreover, it also increases the level of accuracy and quality of work done by employees. When the data from both the systems is properly integrated, it becomes easy to provide timely business insights to managers and executives. Integration of the systems also makes it easier to track customer interactions and behavior. The availability of accurate information about visitors helps companies to take better decisions about their marketing campaigns.

Benefits of Integration of Microsoft Dynamics CRM and Bitly

There are several benefits associated with integration of these two systems:

  • Increased efficiency and productivity. When both CRM and Bitly are integrated together, employees don't need to manually copy and paste links into CRM. Automation of such tasks not only saves time but also improves productivity and efficiency. Integration of Microsoft Dynamics CRM and Bitly also saves time spent in looking for relevant information from various sources. The information can be easily extracted from CRM and then used to create Bitly links automatically. All this saves a lot of time which can be used in doing more productive tasks.
  • Better quality of work. By integrating both CRM and Bitly, it becomes possible to ensure that every link generated through Bitly is directly linked to a contact in CRM. Therefore, when a sales person creates a Bitly link for a particular contact, there is no chance that the link will fail to open or that it will open on a different website instead of the website belonging to that contact. This ensures that every single link generated through Bitly directly opens on the desired website belonging to the contact in CRM which makes it easier for sales people to generate reliable links for their prospects or clients.
  • Timely business insights. Integration of CRM and Bitly gives managers access to accurate information about all the visits made by their customers on their websites within a particular time period. This helps them in making better decisions regarding their marketing campaigns. For example, if a company sells cars online, they can use this feature to track how many times prospective car buyers clicked on their ads in a month or in a week or even in a day. They can then use this information for taking better decisions regarding future marketing strategies. They can also see which pages were visited by most visitors from the list provided by Bitly. This information helps them in identifying what features of their cars are more attractive to their prospects and clients. This way these companies get better business insights about prospective customers than they would get if they did not integrate their CRM system with Bitly.


The process to integrate Microsoft Dynamics CRM and Bitly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm