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Microsoft Dynamics CRM logo
Cloutly logo

Connect Microsoft Dynamics CRM to Cloutly

Automate workflows and sync data between Microsoft Dynamics CRM and Cloutly with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Microsoft Dynamics CRM & Cloutly?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Microsoft Dynamics CRM and Cloutly perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Microsoft Dynamics CRM and Cloutly for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Microsoft Dynamics CRM logo

Microsoft Dynamics CRM

Actions (5)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Get Record

Retrieves an existing record.

Auth Required
Create Record

Creates a new record.

Auth Required
Delete Record

Deletes an existing record.

Auth Required
Update Record

Updates an existing record.

Auth Required
Cloutly logo

Cloutly

Actions (2)

Send Review Invite

Sends a review invite to your customer.

Auth Required
Custom API Call

Make a custom API call to a specific endpoint

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Microsoft Dynamics CRM trigger → Create/Update in Cloutly

Most Popular
Microsoft Dynamics CRMMicrosoft Dynamics CRM

New event occurs

CloutlyCloutly

Send Review Invite

How It Works

1

Connect Apps

Authenticate your Microsoft Dynamics CRM and Cloutly accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Microsoft Dynamics CRM and Cloutly with 0 available triggers for instant updates.

Automated Actions

Execute 7 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Microsoft Dynamics CRM and Cloutly in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Microsoft Dynamics CRM and Cloutly with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Microsoft Dynamics CRM & Cloutly?

Join thousands of users automating their workflows with Mazaal AI