Close and Microsoft Dynamics CRM 365 integration

Q: Why is Albato the best alternative to Zapier for integrating Close and Microsoft Dynamics CRM 365?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Close and Microsoft Dynamics CRM 365. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Close and Microsoft Dynamics CRM 365, Albato is the way to go!

Albato streamlines the process of integrating Close with Microsoft Dynamics CRM 365, unlocking a seamless flow of data between the two platforms. Albato is a versatile tool that simplifies the creation of integrations and automations between various applications, eliminating the need for extensive technical knowledge. By utilizing its automation builder, users can effortlessly set up triggers, which are specific events that kickstart an automation, and actions, which are the tasks that follow these triggers. For example, a practical integration using Albato could be: when a "New lead" is created in Close (trigger), an action could be set up in Microsoft Dynamics CRM 365 to "Create an Entity" corresponding to this lead (action). This integration ensures that lead information is automatically synchronized between Close and Microsoft Dynamics CRM 365, enhancing data consistency and saving valuable time that would otherwise be spent on manual data entry.

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With Albato, you can easily integrate Microsoft Dynamics CRM 365 with Close using an intuitive no-code builder. Whether you want to sync Microsoft Dynamics CRM 365 with Close or connect Microsoft Dynamics CRM 365 to Close, our platform makes it simple.

How to Connect Close to Microsoft Dynamics CRM 365

Create powerful Close integration with Microsoft Dynamics CRM 365 in just a few simple steps.

STEP 1

Connect Close to Microsoft Dynamics CRM 365

To connect Microsoft Dynamics CRM 365 to Close, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Close with Microsoft Dynamics CRM 365 with just a few clicks!

Select a Trigger

STEP 2

Create workflow for Microsoft Dynamics CRM 365 and Close integration

Decide what happens when you sync Close with Microsoft Dynamics CRM 365—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Close with Microsoft Dynamics CRM 365 data

Select which data to transfer when you integrate Microsoft Dynamics CRM 365 with Close—customize how your apps exchange information.

Synс data

Integrate Close with Microsoft Dynamics CRM 365 now!

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Triggers and actions for Microsoft Dynamics CRM 365 and Close integration

In Close and Microsoft Dynamics CRM 365 integration triggers start workflows when something happens, while actions make changes in response.

Triggers 10

New contact

Triggers

Try Close integrations!

New sms

Triggers

Try Close integrations!

A New Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Updating an Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Actions 19

Update contact

Actions

Try Close integrations!

Create a new contact

Actions

Try Close integrations!

Create an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Update an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Make your integration smarter with AI

Enhance your Microsoft Dynamics CRM 365 and Close integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

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Connect Close to Microsoft Dynamics CRM 365 to link essential parts of your business

When you connect Close to Microsoft Dynamics CRM 365, you can automate processes for any business size or industry. Here's how different companies integrate Close with Microsoft Dynamics CRM 365 using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Microsoft Dynamics CRM 365 integration with Close

Close

Elevate your sales and productivity by integrating Close with over 600+ applications via Albato. This powerful integration, fortified by Close's extensive API, allows you to connect, integrate, and automate your CRM activities seamlessly. With Albato, Close becomes even more potent, enabling integrations with vital tools such as Google Sheets for advanced data management and reporting, Google Calendar for scheduling and reminders, Slack and Microsoft Teams for team collaboration, Salesforce and HubSpot for an encompassing CRM strategy, QuickBooks Online for financial tracking, Typeform for survey and lead generation, Shopify for e-commerce activities, and Squarespace for web content management. Utilize the versatile triggers and actions provided by these integrations to tailor your workflow, automate repetitive tasks, and ensure your sales team focuses on what they do best – closing deals.

Microsoft Dynamics CRM 365

Integrating Microsoft Dynamics with Albato brings unparalleled automation to your business processes. With Microsoft Dynamics integrations, you can easily create, update, search for, and retrieve entities to manage your data more effectively. Whether you're tracking customer information, sales opportunities, or other key business metrics, Albato's seamless integration allows you to streamline operations. Triggers like New Entity and Entity Updated ensure you're always up-to-date with real-time changes in your business data. Sync Microsoft Dynamics to automate workflows and make data management effortless.

Learn how to connect Microsoft Dynamics CRM 365 to Close

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Frequently asked questions about Close and Microsoft Dynamics CRM 365 Integration

Why is Albato the best alternative to Zapier for integrating Close and Microsoft Dynamics CRM 365?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Close and Microsoft Dynamics CRM 365. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Close and Microsoft Dynamics CRM 365, Albato is the way to go!

Does Close integrate with Microsoft Dynamics CRM 365 on the free plan?

Yes, you can integrate Close with Microsoft Dynamics CRM 365 using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Microsoft Dynamics CRM 365 and Close integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Close Microsoft Dynamics CRM 365 integration at no cost.

How to connect Microsoft Dynamics CRM 365 to Close for scheduled syncs?

To sync Microsoft Dynamics CRM 365 with Close on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Close integration with Microsoft Dynamics CRM 365 seamless and tailored to your specific needs.

Does Close integrate with Microsoft Dynamics CRM 365 in real time?

Yes, Close integrates with Microsoft Dynamics CRM 365 in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Close integration with Microsoft Dynamics CRM 365 instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Close and Microsoft Dynamics CRM 365 integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Microsoft Dynamics CRM 365 integration with Close, ensuring your workflows operate according to your requirements.

How to connect Close to Microsoft Dynamics CRM 365?

Setting up an integration between Close and Microsoft Dynamics CRM 365 on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Close and Microsoft Dynamics CRM 365 from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Close (the trigger) that will cause an action in Microsoft Dynamics CRM 365, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Close and Microsoft Dynamics CRM 365, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Close and Microsoft Dynamics CRM 365, automating your workflows and saving you time.

How to connect Close to Microsoft Dynamics CRM 365 to sync historical data?

To sync Close with Microsoft Dynamics CRM 365 and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Microsoft Dynamics CRM 365 integration with Close, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Microsoft Dynamics CRM 365 to Close for two-way synchronization?

To integrate Microsoft Dynamics CRM 365 with Close for two-way synchronization, Albato uses a system of triggers and actions. You can link Close to Microsoft Dynamics CRM 365 by setting up two separate automations. The first automation sent data from Close to Microsoft Dynamics CRM 365. For instance, when a record is created or updated in Close, the automation ensures the changes are reflected in Microsoft Dynamics CRM 365. The second automation works in reverse, updating Close when changes occur in Microsoft Dynamics CRM 365.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Microsoft Dynamics CRM 365 Close integration and keeps your data consistent across both platforms.

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Close and Microsoft Dynamics CRM 365 integration

Trusted by over 110,000 users

How Albato works

How to Connect Close to Microsoft Dynamics CRM 365

Connect Close to Microsoft Dynamics CRM 365

Create workflow for Microsoft Dynamics CRM 365 and Close integration

Sync Close with Microsoft Dynamics CRM 365 data

Integrate Close with Microsoft Dynamics CRM 365 now!

Triggers and actions for Microsoft Dynamics CRM 365 and Close integration

New contact

New sms

A New Entity

Updating an Entity

Update contact

Create a new contact

Create an Entity

Update an Entity

Make your integration smarter with AI

Start with Close and Microsoft Dynamics CRM 365 integration templates!

Integrate Microsoft Dynamics CRM 365 with Close to harness the power of automation!

Connect Close to Microsoft Dynamics CRM 365 to link essential parts of your business

Never miss a lead or deal again!

Microsoft Dynamics CRM 365 integration with Close

Close

Microsoft Dynamics CRM 365

Learn how to connect Microsoft Dynamics CRM 365 to Close

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Frequently asked questions about Close and Microsoft Dynamics CRM 365 Integration

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