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Drift + Microsoft Dynamics 365 Business Central Integrations

Appy Pie Connect allows you to automate multiple workflows between Drift and Microsoft Dynamics 365 Business Central

About Drift

Drift is the new way businesses buy from businesses. Try our conversational marketing & sales tools designed to make buying easier today

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

Microsoft Dynamics 365 Business Central Integrations

Best Drift and Microsoft Dynamics 365 Business Central Integrations

  • Drift HubSpot

    Drift + HubSpot

    Add new leads from Drift to HubSpot Read More...
    When this happens...
    Drift New Conversation
     
    Then do this...
    HubSpot Create or Update Contact
    If you use HubSpot as your principal marketing automation system, Drift may be used as a secondary source of quality leads while keeping everything in one place. With the help of this automation, all new leads from Drift will be added to your contact list in HubSpot. This way, you will be able to send them a personal message and continue engaging in conversation, without any major effort on your part.
    How Does This Integration Work?
    • When someone writes into live chat and provides their email address
    • Appy Pie Connect creates a new lead in Drift.
    Apps Involved
    • Drift
    • HubSpot
  • Drift Salesforce

    Drift + Salesforce

    Add new Drift chats to a Salesforce contact record Read More...
    When this happens...
    Drift New Conversation
     
    Then do this...
    Salesforce Update Record
    For customer facing employees, the ability to capture first-hand customer feedback during live chats helps improve your customer support strategies. Now you can add a new Drift chat to a Salesforce contact record. Set up this integration and whenever a new chat is started in Drift, Appy Pie Connect will create a new record in Salesforce.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect adds a link to the conversation on the matching contact record in Salesforce
    Apps Involved
    • Drift
    • Salesforce
  • Drift Zoho Cliq

    Drift + Zoho Cliq

    Broadcast new Drift conversations in Zoho Cliq Read More...
    When this happens...
    Drift New Conversation
     
    Then do this...
    Zoho Cliq Broadcast a Bot Message
    If you've started a Drift conversation with someone in Zoho Cliq, you can now broadcast it to anyone in your Zoho Cliq team. After setting up this integration, Appy Pie Connect will watch new conversations in Zoho Cliq and automatically post new chat information to Zoho Cliq. This integration will allow you to quickly let your team know about any conversations started by others.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect post that conversation to Zoho Cliq
    Apps Involved
    • Drift
    • Zoho Cliq
  • Drift textin

    Microsoft Dynamics 365 Business Central + textin

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Drift New Customer
     
    Then do this...
    textin Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Drift textin

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Drift {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Drift + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect Drift + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.

    Triggers
  • New Message

    Triggers each time when a new message in a conversation is received.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

How Drift & Microsoft Dynamics 365 Business Central Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics 365 Business Central as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (2 minutes)

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