Integrate Microsoft Dynamics CRM with Pheedloop

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

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  • Lightning Fast Setup
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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 Pheedloop

Powerful Event Automation for High Growth Hybrid, In-Person & Virtual Events.

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

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

It's easy to connect Microsoft Dynamics CRM + Pheedloop 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 Attendee added in Event

    Triggers whenever an Attendee is created

  • New Event

    Triggers when a new event is created.

  • New Exhibitor is created for an Event

    Triggers when Exhibitor is created for given Event.

  • New Session For Event

    Triggers when Session is created for given Event.

  • New Sponsor is created for an Event

    Triggers when a Sponsor is created for given Event.

  • New User Registered For an Event

    Triggers when New User Registers For given Event.

  • 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 Speaker for an Event

    Creates a new Speaker for your specified Event.

How Microsoft Dynamics CRM & Pheedloop 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 Pheedloop 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 Pheedloop.

    (2 minutes)

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

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm