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Microsoft Dynamics CRM + Apptivo Integrations

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

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 Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best Microsoft Dynamics CRM and Apptivo 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 Microsoft Dynamics CRM

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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 + Apptivo in easier way

It's easy to connect Microsoft Dynamics CRM + Apptivo 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Microsoft Dynamics CRM & Apptivo 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 Apptivo as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Apptivo 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 Apptivo

The idea of this article is to compare and contrast the two products. The first product will be Microsoft Dynamics CRM. Microsoft Dynamics CRM is a customer relationship management software which helps in managing all your customer relations with them. Integration of this software with other applications can spve many business problems. It helps in tracking the data from multiple sources. It also helps in making decisions for the future of your business. The second product which will be compared and contrasted with Microsoft Dynamics CRM is Apptivo. Apptivo is a cloud based customer relationship management software. This software has a similar functionality as that of Microsoft Dynamics CRM. The main difference between these two products is that, Apptivo is a cloud based application while Microsoft Dynamics CRM is a software which needs to be installed on the computers. Both products have their own advantages and disadvantages. In this article we will discuss the integration of Microsoft Dynamics CRM and Apptivo, benefits of such integration and conclusion.

Integration of Microsoft Dynamics CRM and Apptivo

First of all, we will discuss about the integration of Microsoft Dynamics CRM and Apptivo. To integrate Apptivo with Microsoft Dynamics CRM you need to install an add-on in your Microsoft Dynamics CRM. This add-on will connect your Apptivo account to your Microsoft Dynamics CRM account. After you have created your account in Apptivo, you can create accounts in your Microsoft Dynamics CRM. You can also create cases and opportunities in your Microsoft Dynamics CRM. Once you have created the accounts in both the systems, you can easily track the data from both the systems through one interface. This integration improves tracking of your data and makes your business more efficient. You can easily track the data and make decisions regarding your business. With the help of these two systems, you can manage multiple clients and keep track of their requirements and make better use of the information which you gather from these clients. You can also share information between various departments of your organization and make better use of it with the help of these two systems. Also, you can easily use your data for various purposes like marketing, sales promotion etc. These benefits are not limited to only businesses working online, but also offline businesses can make use of integration between these two systems. You can turn your offline business into an online business by using these two systems together. This integration will give you great flexibility which was not present before this integration process.

Benefits of Integration of Microsoft Dynamics CRM and Apptivo

There are many benefits of integration between Microsoft Dynamics CRM and Apptivo, here are some of them:

Automation of Processes . With the help of integration between these two systems you can automate your processes so that your work becomes easier. For example, if you have integrated these two systems then whenever a new client comes to you, their information will be added to both the systems automatically so that you don’t have to manually enter their information again and again.

Better Organization . Nowadays small business owners are facing difficulty due to lack of proper organization in their business because they are not able to keep track of all the information regarding their clients properly because their clients are scattered all over the world so that they cannot visit them personally. So this integration will help them manage all their clients’ information easily without any hassle.

Easy Management . The process of management becomes very easy by integrating these two systems together because now all your clients’ information can be accessed through one interface. If you want to make use of any information related to your clients, now you do not need to go through tons of pd documents or emails because everything can be accessed through one interface now.

Better Decision Making . Many times small business owners face difficulty in making right decisions for their business because proper analysis is required for making right decisions but due to lack of proper organization, small business owners are unable to make correct decisions for their business. But the integration between these two systems will help you make better decisions for your business because now you can easily analyze all your clients’ data which you have gathered through these two systems because it will be available for analysis through one interface now so there is no need to go through piles of documents or emails to analyze your data now.

So after reading this article I hope that you have got complete idea about integration between Microsoft Dynamics CRM and Apptivo . If you want to learn more about these topics then just search for related keywords on Google or Bing etc., or if you want to share something with us then feel free to write a comment below!

The process to integrate Microsoft Dynamics CRM and Apptivo 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.