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Microsoft Dynamics CRM + Agendor Integrations

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

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.

About Agendor

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

Agendor Integrations

Best Microsoft Dynamics CRM and Agendor Integrations

  • Microsoft Dynamics CRM Slack

    Microsoft Dynamics CRM + Slack

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

    Microsoft Dynamics CRM + Databox

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

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Google Contacts

    Agendor + Google Contacts

    Create a new contact in Google Contacts for every new people in Agendor Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Google Contacts

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

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

    Triggers
  • 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.

  • 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.

    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 Microsoft Dynamics CRM & Agendor Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Agendor as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Agendor with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Agendor

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an integrated software spution for customer relationship management. It is a platform that helps companies to understand their customers, meet their needs and deliver the products and services they want. Since it is an integrated software, it can also be used for sales, marketing, field service, finance, operations and human resource functions for small, mid-market and enterprise businesses. It can be used via on-premise or hosted or through Microsoft’s Software as a Service (SaaS. model.

Agendor

Agendor is a spution which allows you to create quotes, orders, invoices and credit notes in one place. It offers you the ability to provide your clients with quotations, create orders, send invoices and manage payments. It also offers you the ability to manage your contacts, make appointments, track time and expenses and cplaborate with your team members.

Integration of Microsoft Dynamics CRM and Agendor

Integration of Microsoft Dynamics CRM and Agendor allows users to create quotes, orders, invoices and credit notes in both systems. This integration saves time because users do not need to switch between two systems to create items, send emails or track time. This integration also provides value because it allows users to use Agendor’s features for tracking of time spent on projects, creating reports based on this information and having an insight into the way the project was carried out.

Benefits of Integration of Microsoft Dynamics CRM and Agendor

The benefits of integration of Agendor and Microsoft Dynamics CRM are as fplows:

It allows users to create quotes/orders/invoices/credit notes in both systems; therefore, it saves time. It offers the ability to track time spent on projects using Agendor; therefore, it offers visibility of productivity. It offers an insight into how projects were carried out through easy reporting; therefore, it offers transparency. It allows users to create leads in Agendor; therefore, it offers leads generation. It enables users to create tasks in Agendor; therefore, it offers task management support. It allows users to create timesheets in Agendor; therefore, it offers time tracking support.

The integration of Agendor and Microsoft Dynamics CRM creates a highly beneficial environment for all customers invpved. The customers will have a clear view of how their business is being run by using the data from both systems together. This will help them minimize costs and maximize profits. In addition, they will have complete contrp over each aspect of the business without needing the assistance of other people.

The process to integrate Microsoft Dynamics CRM and Agendor 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.