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Agendor + Microsoft Dynamics CRM Integrations

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

About Agendor

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

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.

Microsoft Dynamics CRM Integrations
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Best Agendor and Microsoft Dynamics CRM Integrations

  • Agendor Google Contacts

    Agendor + Google Contacts

    Create a new contact in Google Contacts for every new people in Agendor Read More...
    When this happens...
    Agendor New Person
     
    Then do this...
    Google Contacts Create or Update Contacts
    Connect Agendor with Google Contacts and streamline your business like never before. Appy Pie Connect makes it easy to connect Agendor to Google Contacts, so you can do more in less time. Appy Pie Connect allows you to connect Agendor and Google Contacts, with one trigger whenever a new person is detected in Agendor. After setting this Agendor- Google Contacts integration, whenever a contact is added to Agendor, Appy Pie Connect will automatically add it to Google Contacts, so that you can always keep your contact list up-to-date.
    How This Agendor-Google Contacts Integration Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    What You Need
    • Agendor account
    • Google Contacts account
  • Agendor Slack

    Agendor + Slack

    Get notified in Slack for a new deal is created in Agendor Read More...
    When this happens...
    Agendor Deal Won
     
    Then do this...
    Slack Send Channel Message
    Do you need a simple way to notify your entire team that you've just made a sale? This integration is exactly what you're looking for. This connect flow will automatically send a notification to the Slack channel of your choice whenever a deal is set to won in Agendor. After setting this Agendor-Slack integration up, Appy Pie Connect will watch your Agendor account for new opportunities and will let you know via Slack whenever new deals become available.
    How It Works
    • A new person is added to Agendor
    • Appy Pie Connect creates a contact in Google Contacts
    Apps Involved
    • Agendor
    • Slack
  • Agendor Trello

    Agendor + Trello

    Create Trello cards for every new deal in Agendor Read More...
    When this happens...
    Agendor Deal Won
     
    Then do this...
    Trello Create Card
    If you're using Agendor to track your sales pipeline, then simply use this Appy Pie Connect integration to add a new Trello card each time you win a new deal. Set up this Agendor-Trello integration and any time a new deal gets created in Agendor, Appy Pie Connect will create a corresponding card on Trello so you can keep track of the stage your deal is in. You can also use this integration to visualize your funnel and see if the process is working.
    How This Agendor-Trello Integration Works
    • A new deal is won in Agendor
    • Appy Pie Connect creates a card in Trello
    Apps Involved
    • Agendor
    • Trello
  • Agendor Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Agendor New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Agendor Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Agendor New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Agendor Databox

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    {{item.message}} Read More...
    When this happens...
    Agendor {{item.triggerTitle}}
     
    Then do this...
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Connect Agendor + Microsoft Dynamics CRM in easier way

It's easy to connect Agendor + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • 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.

    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 Opportunity

    Creates a new Opportunity.

How Agendor & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Agendor as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agendor with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Agendor and Microsoft Dynamics CRM

Microsoft Dynamics CRM is an integrated system used to manage customer relationships. This system is designed by Microsoft for both small and large businesses. The system is built on the Microsoft platform; it has easy access to other applications within the Microsoft suite. Agendor provides users with a platform to engage with their customers online, increase sales, and promote brand awareness. Agendor allows users to create a website that can be used to showcase products, services, and offers. The integration of these two systems will allow Agendor users to improve their sales approach. It will also provide users with information that helps them interact with clients in a more efficient manner. We will discuss the benefits of the integration later in this article.

Integration of Agendor and Microsoft Dynamics CRM

Integration of Agendor and Microsoft Dynamics CRM gives Agendor users access to information about their customers. This feature will allow users to keep track of their customers’ behavior. This will help them engage with clients in a more efficient manner. It will also help them identify their clients’ needs and preferences, thereby increasing sales.

Agendor allows users to create a website that can be used to showcase products, services, and offers. These websites are usually hosted on servers maintained by third-parties. When designing your website, you need to consider making it responsive to different screen sizes. This will ensure that your website can be accessed from different devices including mobile phones. You should also make sure that the information provided by the website is accurate. If you are selling products, make sure that they are available, and if you are offering services, make sure you have the necessary resources. The integration of Agendor and Microsoft Dynamics CRM will allow Agendor users to store information about their customers such as email addresses, phone numbers, and physical address. This information will help them access their customers more easily. It will also help them identify new prospects and gauge their interest level more efficiently.

Benefits of Integration of Agendor and Microsoft Dynamics CRM

The integration of Agendor and Microsoft Dynamics CRM will help users of both systems access information about their customers more effectively. It will also help users of Agendor improve the way they interact with their customers online. The order lineage feature on Microsoft Dynamics CRM allows users to view all orders placed on their website. This feature will help users track the performance of their business as well as analyze trends. This feature also helps users determine which products or services they need to offer more often and which they need to offer less often. Additionally, the integration of Agendor and Microsoft Dynamics CRM will help users determine which products or services they need to promote and which ones they do not need to promote as much as others. Since creating a website on Agendor is free, many people who want to build a website for their businesses or brands do so on this platform. This makes it easier for users of Agendor establish a database of contacts from their prospective clients. With many people using this platform, it becomes easy for users to interact with new clients as well as existing ones. The integration of these two systems will enable these clients to respond directly through the database created on Agendor. This means that customers who subscribe to your website will not only receive updates about your product or service but also discounts and offers through email alerts. If you want a better integration between these two systems, you can look for a provider who offers consulting services for this integration as well as other similar integrations.

The process to integrate Agendor and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.