CRM & ERP systems • Microsoft

Microsoft Dynamics CRM 365 and RD Station CRM integration

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

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 Microsoft Dynamics CRM 365 and RD Station CRM. 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 Microsoft Dynamics CRM 365 and RD Station CRM, Albato is the way to go!

Albato streamlines integrations between RD Station CRM and Microsoft Dynamics CRM 365, making it simple to connect and automate workflows between these platforms. Albato is a robust platform that demystifies the process of automating and integrating various applications. Thanks to its no-code automation builder, setting up triggers and actions between different software systems has never been easier. Triggers are specific events that kickstart an automation, while actions are the tasks executed in response to those triggers. For example, you could use Albato to automatically sync new contacts across both platforms. When a "New deal created" trigger is activated in RD Station CRM, it could prompt an "Create an Entity" action in Microsoft Dynamics CRM 365. This ensures that whenever a new deal is initiated in RD Station CRM, a corresponding entity is automatically created in Microsoft Dynamics CRM 365, keeping all your CRM activities aligned and up to date without manual data entry. This RD Station CRM and Microsoft Dynamics CRM 365 integration through Albato not only saves time but also enhances data consistency across your sales operations.

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How Albato works

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

How to Connect Microsoft Dynamics CRM 365 to RD Station CRM

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

STEP 1

Connect Microsoft Dynamics CRM 365 to RD Station CRM

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

Microsoft Dynamics CRM 365

Select a Trigger

STEP 2

Create workflow for RD Station CRM and Microsoft Dynamics CRM 365 integration

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

Trigger

Action

STEP 3

Sync Microsoft Dynamics CRM 365 with RD Station CRM data

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

Synс data

Integrate Microsoft Dynamics CRM 365 with RD Station CRM now!

Start FREE 7-day trial to connect RD Station CRM to Microsoft Dynamics CRM 365 and unlock all premium features!

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Triggers and actions for RD Station CRM and Microsoft Dynamics CRM 365 integration

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

Triggers 5

A New Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Updating an Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

New deal created

Triggers

Try RD Station CRM integrations!

Deal status changed

Triggers

Try RD Station CRM integrations!

Actions 12

Create an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Update an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Search company/customer

Actions

Try RD Station CRM integrations!

Create company/customer

Actions

Try RD Station CRM integrations!

Make your integration smarter with AI

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

Start with Microsoft Dynamics CRM 365 and RD Station CRM integration templates!

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

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

RD Station CRM integration with Microsoft Dynamics CRM 365

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.

RD Station CRM

Unlock the full potential of RD Station CRM by integrating it with over 600 popular applications via Albato. This powerful integration, facilitated through RD Station's API, allows you to connect with essential tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. Automate your marketing and CRM processes by creating deals, updating contacts, managing tasks, and more, directly from your preferred platforms. Triggers such as "Task status changed" and "Deal status changed" ensure your team remains in sync and responsive to customer needs. Through Albato, RD Station CRM becomes a central hub for optimizing marketing efforts, enhancing productivity, and driving sales.

Learn how to connect RD Station CRM to Microsoft Dynamics CRM 365

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Frequently asked questions about Microsoft Dynamics CRM 365 and RD Station CRM Integration

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

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 Microsoft Dynamics CRM 365 and RD Station CRM. 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 Microsoft Dynamics CRM 365 and RD Station CRM, Albato is the way to go!

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

Yes, you can integrate Microsoft Dynamics CRM 365 with RD Station CRM 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 RD Station CRM and Microsoft Dynamics CRM 365 integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Microsoft Dynamics CRM 365 RD Station CRM integration at no cost.

How to connect RD Station CRM to Microsoft Dynamics CRM 365 for scheduled syncs?

To sync RD Station CRM with Microsoft Dynamics CRM 365 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 Microsoft Dynamics CRM 365 integration with RD Station CRM seamless and tailored to your specific needs.

Does Microsoft Dynamics CRM 365 integrate with RD Station CRM in real time?

Yes, Microsoft Dynamics CRM 365 integrates with RD Station CRM 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 Microsoft Dynamics CRM 365 integration with RD Station CRM 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 Microsoft Dynamics CRM 365 and RD Station CRM 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 RD Station CRM integration with Microsoft Dynamics CRM 365, ensuring your workflows operate according to your requirements.

How to connect Microsoft Dynamics CRM 365 to RD Station CRM?

Setting up an integration between Microsoft Dynamics CRM 365 and RD Station CRM 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 Microsoft Dynamics CRM 365 and RD Station CRM from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Microsoft Dynamics CRM 365 (the trigger) that will cause an action in RD Station CRM, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Microsoft Dynamics CRM 365 and RD Station CRM, ensuring accurate data transfer.

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

How to connect Microsoft Dynamics CRM 365 to RD Station CRM to sync historical data?

To sync Microsoft Dynamics CRM 365 with RD Station CRM 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 RD Station CRM integration with Microsoft Dynamics CRM 365, 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 RD Station CRM to Microsoft Dynamics CRM 365 for two-way synchronization?

To integrate RD Station CRM with Microsoft Dynamics CRM 365 for two-way synchronization, Albato uses a system of triggers and actions. You can link Microsoft Dynamics CRM 365 to RD Station CRM by setting up two separate automations. The first automation sent data from Microsoft Dynamics CRM 365 to RD Station CRM. For instance, when a record is created or updated in Microsoft Dynamics CRM 365, the automation ensures the changes are reflected in RD Station CRM. The second automation works in reverse, updating Microsoft Dynamics CRM 365 when changes occur in RD Station CRM.
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 RD Station CRM Microsoft Dynamics CRM 365 integration and keeps your data consistent across both platforms.

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Microsoft Dynamics CRM 365 and RD Station CRM integration

Trusted by over 110,000 users

How Albato works

How to Connect Microsoft Dynamics CRM 365 to RD Station CRM

Connect Microsoft Dynamics CRM 365 to RD Station CRM

Create workflow for RD Station CRM and Microsoft Dynamics CRM 365 integration

Sync Microsoft Dynamics CRM 365 with RD Station CRM data

Integrate Microsoft Dynamics CRM 365 with RD Station CRM now!

Triggers and actions for RD Station CRM and Microsoft Dynamics CRM 365 integration

A New Entity

Updating an Entity

New deal created

Deal status changed

Create an Entity

Update an Entity

Search company/customer

Create company/customer

Make your integration smarter with AI

Start with Microsoft Dynamics CRM 365 and RD Station CRM integration templates!

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

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

Never miss a lead or deal again!

RD Station CRM integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

RD Station CRM

Learn how to connect RD Station CRM to Microsoft Dynamics CRM 365

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Frequently asked questions about Microsoft Dynamics CRM 365 and RD Station CRM Integration

Build your integration for free!