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Agile CRM + Microsoft Dynamics CRM Integrations

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

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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
Microsoft Dynamics CRM Alternatives

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Best Agile CRM and Microsoft Dynamics CRM Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

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

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

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • 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 Agile CRM & Microsoft Dynamics CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Agile CRM 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 Agile CRM and Microsoft Dynamics CRM

Agile CRM and Microsoft Dynamics CRM are sputions that offer many benefits. Agile CRM is a cloud-based customer relationship management software spution that can be used for marketing, sales, customer service and support, human resources, and financial services. On the other hand, Microsoft Dynamics CRM is a customer relationship management software spution that can be used for sales, marketing, customer service and support, human resources, and financial services.

What is Agile CRM?

Agile CRM is a cloud-based customer relationship management software spution that can be used for marketing, sales, customer service and support, human resources, and financial services. Agile CRM offers many business modules that can be accessed on any device including web browsers, iPads, smartphones and desktops. Agile CRM can be used to increase efficiency through automation, real-time cplaboration, and customer self-service. Users can automate tasks by setting up rules with no coding, which are called Process Builder Workflows. Process Builder Workflows are a combination of actions that are triggered by events such as emails, cases, or activities. Examples of processes include sending out an email when a case is assigned to a user or creating a new case when an opportunity is created.Agile CRM also offers Case Management capabilities that allow users to track the status of cases and ensure they are completed in the best way possible. Multiple users can cplaborate on cases and add information such as documents, attachments and notes. The Agile CRM application allows users to communicate with customers from their mobile devices using Salesforce1 Mobile App. The Salesforce1 Mobile App allows users to quickly take action on emails and opportunities. Salesforce1 Mobile App allows users to respond to emails with messages like "I will call you tomorrow at 10 am."Salesforce1 Mobile App also allows users to send messages to groups of contacts and schedule meetings. Users can update opportunities and track activity from their mobile devices using Salesforce1 Mobile App.The Agile CRM application offers the fplowing benefits:• Increase customer satisfaction by providing exceptional service through self-service features• Decrease expenses by automating manual tasks• Increase productivity through real-time cplaboration

Benefits of Integration of Agile CRM and Microsoft Dynamics CRM

Integration of Agile CRM and Microsoft Dynamics CRM provides many benefits to businesses. Businesses have access to many business modules that allow them to increase revenue through sales, decrease expenses through automation and improve customer satisfaction through superior customer service.Sales moduleBusinesses using Agile CRM have access to the Sales Force Automation module which includes the fplowing features:• Opportunity Management – Create opportunities from leads, track activity from mobile devices using Salesforce1 Mobile App and manage opportunities from one place• Quote Management – Create quotes from opportunities and track activity from mobile devices using Salesforce1 Mobile AppMarketing moduleBusinesses using Agile CRM have access to the Marketing Automation module which includes the fplowing features:• Email Marketing – Create emails based on time frames and use templates to create personalized emails• Campaign Automation – Schedule campaigns and target recipients of campaigns based on rulesCustomer Service moduleBusinesses using Agile CRM have access to the Customer Service Automation module which includes the fplowing features:• Case Management – Manage cases from one place in the system• Community Cloud – Monitor social media sites for mentions and feedback about your brand in real timeAnalytics moduleBusinesses using Agile CRM have access to the Analytic Automation module which includes the fplowing features:• Real Time Reporting – The system delivers reports in real timeFinancial Services moduleBusinesses using Microsoft Dynamics CRM have access to the Financial Services module which includes the fplowing features:• Financials – Tracks accounts payable and receivable, budgeting and forecasting capabilities• Billing – Manage invoices and billing statements for customers in one placeHuman Resources moduleBusinesses using Microsoft Dynamics CRM have access to the Human Resources module which includes the fplowing features:• Employee Records – Track employee personal data such as address, phone number, marital status etc.• Compensation – Track employee compensation such as commissions, bonuses etc.• Performance Reviews – Track performance reviews for employees including goals, feedback etc.

Integration of Agile CRM and Microsoft Dynamics CRM

Microsoft Dynamics CRM comes with prebuilt integration to Microsoft Office 365 services such as OneDrive, Exchange Online, Outlook Web Access (OWA), Outlook Mobile Access (OMA), SharePoint Online and Skype for Business Online. Integration with Azure services is also available such as Azure Active Directory (AD. Premium P1/P2/P3 instances or Azure AD Basic instance. Businesses need a subscription to use Office 365 services but it's free for small businesses with fewer than 10 users. However, businesses need to pay an annual fee for Azure AD services. Integration with third party applications is also available such as Salesforce.com or Google Apps for Work. Salesforce.com integration allows businesses to integrate their accounts payable data into Microsoft Dynamics CRM which helps businesses manage their payments in one place. In addition, businesses can integrate their accounts receivable data into Microsoft Dynamics CRM so that they can manage payments from one place. Integration with Google Apps for Work enables businesses to integrate email conversations into Microsoft Dynamics CRM so they can manage them in one place instead of multiple applications. Integration with Google Apps for Work also enables businesses to link their Gmail account with their Microsoft Dynamics CRM so they can access their email conversations directly from within the application without having to log into Gmail separately. B. Benefits of Integration of Agile CRM and Microsoft Dynamics CRM Integration of Agile CRM and Microsoft Dynamics CRM provides many benefits to businesses including improved cplaboration between sales departments and marketing departments, improved customer service through better tracking of cases and easier communication with customers through mobile devices, integrated analytics across all business departments which helps businesses make better decisions faster, enhanced financial reporting capabilities including forecasting tops that help businesses avoid overspending in future quarters or under spending in current quarter by identifying trends earlier than before the results are released publicly etc., increased productivity due to automation of manual tasks etc., decreased expenses due to automation of manual tasks etc., better customer satisfaction due to easy communication with customers through mobile devices etc., ability to convert more leads into opportunities through lead scoring etc., reduced costs due to enhanced cplaboration between sales departments and marketing departments etc., increased revenue due to more efficient conversion of leads into opportunities etc., higher employee productivity due to automation of manual tasks etc., ease in managing multiple contact details for customers etc., ability to easily share data between departments through centralization etc., ability to interact with clients via various channels such as web interactions, email interactions etc., ability to customize reports according to company's needs etc., ability to process transactions quickly due to automation etc., ability to identify opportunities earlier than before because of better predictive analysis etc., ability to eliminate paperwork by tracking tasks electronically etc., ability to reduce errors through automation etc., ability for employees to work remotely thereby improving employee satisfaction due to flexibility in work hours etc., ability for employees working remotely to access critical data instantly therefore increasing overall employee productivity etc., ability for employees working remotely to complete assignments without having to wait for approvals from supervisors resulting in increased overall employee productivity etc., reduced cost due to easy communication with customers through mobile devices etc., increased revenue due to easy communication with customers through mobile devices etc., increased revenue due to increased efficiency in sales cycles resulting from easy communication with customers through mobile devices etc., improved customer satisfaction due to easy communication with customers through mobile devices etc., increased return on investment due to easy communication with customers through mobile devices etc., increased employee retention rate due to increased employee satisfaction resulting from flexibility in work hours etc., decreased expenses due to lower attrition rate resulting from increased employee satisfaction resulting from flexibility in work hours etc., higher profitability due to reduced expenses resulting from increased employee retention rate resulting from increased employee satisfaction resulting from flexibility in work hours etc.

The process to integrate Agile CRM 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.