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CRM Connection Notes

The Get CRM Entity and Update CRM Entity actions can connect to Microsoft Dynamics (Online), Salesforce, Zoho CRM and Sugar CRM.

For other CRM systems, check if your CRM system provides a REST API. If so you can use the HTTP Get and HTTP Post actions to integrate directly. Alternatively there may be an ODBC driver available (see: ODBC Data Sources).

Microsoft Dynamics (Online)

The Dynamics URL should be the Dynamics instance you are connecting to. Normally this would be:

https://{your_company}.crm4.dynamics.com

Select the Connection Method. This can either be Username/Password or OAuth. OAuth is the recommended connection method.

Username/Password

The Username would be your Dynamics/Office 365 username.

For the Password - this will either be your Dynamics/Office 365 password, or an 'app password' - depending on your security setup. App passwords are required if you have enabled two-factor authentication for the user you want to connect with. App passwords are generated via your Office 365 portal. See: How to manage app passwords - Azure Active Directory | Microsoft Docs

Note: It may take a few minutes before a new App Password can be used.

OAuth

Click the Sign In button to sign in to your Dynamics instance.

Microsoft Dynamics (On-Premises)

The built-in CRM actions do not support Dynamics On-Premises. We have created a custom action for reading/updating Microsoft Dynamics On-Premises. Search for 'Dynamics' in the Custom Action on-line library.

Salesforce

The Salesforce Host would normally be login.salesforce.com or login.database.com or region specific (eg: eu30.salesforce.com).

Specify your Username and Password.

The Security Token is an automatically generated key that is used for logging in to Salesforce from an untrusted network. To get your security token, login to SalesForce.com, go to Setup, and under "My Personal Information" click on Reset My Security Token. The security token will be delivered to the email address associated with your account.

See: Object Reference for Salesforce and Lightning Platform | Standard Objects for details of the standard Salesforce object types (Entities).

Zoho CRM

First select your Zoho Domain. For USA select Zoho.com. If your Zoho CRM is hosted in EU, India, Australia or China, you need to specify the corresponding domain: Zoho.eu, Zoho.in, Zoho.com.au or Zoho.com.cn.

Click the Sign In button to complete the sign in process.

Sugar CRM

Enter your Login URL, Username & Password.

The Login URL will be your specific Sugar URL.