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Alegra + Microsoft Dynamics CRM Integrations

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

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

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

Connect the apps you use everyday and find your productivity super-powers.

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best Alegra and Microsoft Dynamics CRM Integrations

  • Alegra Pipedrive

    Alegra + Pipedrive

    Create a new person in Pipedrive for every new Alegra contact Read More...
    When this happens...
    Alegra New Contact
     
    Then do this...
    Pipedrive Create Person
    Are you looking for a simple approach to follow up on your new leads? Thanks to this Appy Pie Connect integration, any new contact created to Alegra will be automatically added to Pipedrive! Set up this Alegra-Pipedrive integration, every new contact added to Alegra will be automatically added to Pipedrive as a new person.
    How This Alegra-Pipedrive Integration Works
    • A new contact is added to Alegra
    • Appy Pie Connect automatically creates a new person in Pipedrive
    What You Need
    • Alegra
    • Pipedrive
  • Alegra Salesforce

    Alegra + Salesforce

    Create a new contact in Salesforce for every new Alegra contact Read More...
    When this happens...
    Alegra New Contact
     
    Then do this...
    Salesforce Create Record
    Do you want new Alegra contacts to be automatically populated into Salesforce? Alegra- Salesforce integration provides a simple way to import new Alegra contacts to Salesforce as a contact. Once setup is complete, whenever a new contact is added to Alegra, Appy Pie Connect will automatically add them to Salesforce as new contacts.
    How This Integration Works
    • A new contact is added to Alegra
    • Appy Pie Connect adds it to Salesforces as a new contact
    Apps Involved
    • Alegra
    • Salesforce
  • Alegra Google Calendar

    Alegra + Google Calendar

    Create detailed Google Calendar events from Alegra invoices Read More...
    When this happens...
    Alegra New Invoice
     
    Then do this...
    Google Calendar Create Detailed Event
    Integrate Alegra with Google Calendar and automate the creation of Google calendar events from Alegra Accounting invoices. Avoid manual entry of recurring invoice information. Minimize errors by taking advantage of automation. After setting this Alegra-Google Calendar integration up, Appy Pie Connect will automatically create a detailed event on Google Calendar for every Alegra invoice. This way you will never miss your invoice due dates.
    How This Alegra-Google Calendar Integration Works
    • A new invoice is created on Alegra.
    • Appy Pie Connect automatically creates a detailed Google Calendar event
    Apps Involved
    • Alegra
    • Google Calendar
  • Alegra Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Alegra 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
  • Alegra Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Alegra 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
  • Alegra Databox

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

  • 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 Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

  • 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 Alegra & Microsoft Dynamics CRM Integrations Work

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

    (30 seconds)

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

Alegra is a comprehensive customer relationship management system that helps businesses to manage their customers. It is flexible, easy to use and customized to suit the specific needs of the user. The Alegra cloud-based spution has been developed by the German company Alegra Software Ltd., headquartered in Munich, Germany. The software provides a single platform for marketing, sales and service. It enables users to capture customer information, track leads and generate forecasts. It also allows users to create and send personalized correspondence to customers and prospects.

Microsoft Dynamics CRM is a customer relationship management (CRM. application that helps organizations to streamline their business processes and enhance customer relationships. It comes with different modules that enable users to manage and nurture their relationships with customers, partners, vendors and employees. Microsoft Dynamics CRM provides features such as lead tracking, forecasting and revenue recognition. This spution can be deployed on-premises or as a Software as a Service (SaaS.

Integration of Alegra and Microsoft Dynamics CRM

Alegra is integrated with Microsoft Dynamics CRM to provide a single platform for managing all aspects of business relationships with customers and prospects. Organizations can use the integration to connect various departments and functions, such as marketing, sales and service, into one customer relationship engine. The integration offers seamless access to customer information from any device.

Benefits of Integration of Alegra and Microsoft Dynamics CRM

The integration between Alegra and Microsoft Dynamics CRM offers numerous benefits. Here are some of them:

  • Powerful Customer Relationship Management Spution

Companies using Alegra as a customer relationship management spution can benefit from its powerful features that help them to better manage their customers. Alegra enables users to build effective strategies that help them to improve customer satisfaction. It offers a platform where customers can interact with companies through social media channels, such as Facebook and Twitter. The software also enables customers to participate in contests to win rewards, such as gift cards from retailers or online shopping vouchers.

  • Improved Customer Engagement

The integration between Alegra and Microsoft Dynamics CRM makes it easier for users to interact with their customers. Users can use the features of both sputions to send personalized letters, emails or information via social media channels. This enables them to effectively engage with customers and foster positive relationships with them. They can also find out more about their customers’ preferences through the analysis of social media usage patterns and other interactions.

  • Easier Communication Between Different Departments

The integration between Alegra and Microsoft Dynamics CRM makes it easy for different departments to communicate with each other. Users can use the same platform for creating documents, managing projects, scheduling events and cplaborating with other employees. For example, the sales department can integrate with the marketing department to coordinate campaigns aimed at preventing churn or increasing customer lifetime value, which ultimately helps the organization to increase its overall revenue by making more sales than expected.

The process to integrate Alegra 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.