?>

Microsoft Dynamics CRM + Appy Pie Chatbot Integrations

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

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 Appy Pie Chatbot

Create chatbot for customer service, sales, and marketing using Appy Pie free chatbot Builder software. Learn how to create a chatbot in 3 easy steps & build your own conversational AI chatbots

Appy Pie Chatbot Integrations

Best Microsoft Dynamics CRM and Appy Pie Chatbot Integrations

  • 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 Twilio

    Chatbot + Twilio

    Send a Twilio SMS message when the Appy Pie Chatbot conversation ends Read More...
    When this happens...
    Microsoft Dynamics CRM New Chat
     
    Then do this...
    Twilio Send SMS
    You use Appy Pie Chatbot because it is faster than email and more efficient than email marketing. Integrating Appy Pie Chatbot with Twilio would take your customer support to the next level. This Appy Pie Connect integration will automatically send a message to a number that you specify when a chat ends in Appy Pie Chatbot. That way, you can update your team on new chats and ask them to follow those customers who interacted with your bot.
    How This Appy Pie Chatbot - Twilio Integration Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically sends an SMS message to a specified mobile number through Twilio.
    What You Need
    • Appy Pie Chatbot account
    • A Twilio account
  • Microsoft Dynamics CRM Zoom

    Chatbot + Zoom

    Create a new Zoom registrant when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Microsoft Dynamics CRM New Chat
     
    Then do this...
    Zoom Create Meeting Registrant
    Use Appy Pie Connect to create your Zoom registrants when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Microsoft Dynamics CRM Google Sheets

    Chatbot + Google Sheets

    Add rows in Google Sheets when Appy Pie Chatbot chat ends Read More...
    When this happens...
    Microsoft Dynamics CRM New Chat
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to organize your customers’ data then this Appy Pie Chatbot - Google Sheets is the only solution for you. Set it up and every time a new Appy Pie Chatbot chat ends, the chat will be added as a new row in your designated Google Sheets spreadsheet. Appy Pie Connect allows you to integrate Appy Pie Chatbot with Google Sheets in a few clicks. This Appy Pie Chatbot- Google Sheets integration is the perfect way to keep a full log of all your chats.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect adds that chat to a new row in Google Sheets.
    What You Need
    • Appy Pie Chatbot account
    • Google Sheets account
  • Microsoft Dynamics CRM Zoomai

    Chatbot + Zoomai

    Create a new Zoom.ai contact when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Microsoft Dynamics CRM New Chat
     
    Then do this...
    Zoomai Create Contact
    Use Appy Pie Connect to create your Zoom.ai contacts when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom.ai registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom.ai account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom.ai account
  • Microsoft Dynamics CRM Zoomai

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

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Appy Pie Chatbot in easier way

It's easy to connect Microsoft Dynamics CRM + Appy Pie Chatbot 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 Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

    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 & Appy Pie Chatbot 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 Appy Pie Chatbot as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Appy Pie Chatbot 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 Appy Pie Chatbot

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management (CRM. product that allows users to manage and track interactions with prospects and customers. The system helps a business integrate activities related to sales, marketing, customer service, technical support, and operations.

Microsoft Dynamics CRM is available as a set of modules designed for specific industries, such as healthcare, retail, and professional services. Additional industry-specific functionality is available through the AppSource marketplace.

Microsoft Dynamics CRM is also available in hosted form as Microsoft Dynamics CRM Online.

Appy Pie Chatbot?

Appy Pie Chatbot is an intelligent chatbot builder for creating chatbots for messaging platforms like Facebook Messenger, Google Assistant, Kik or Telegram.

Integration of Microsoft Dynamics CRM and Appy Pie Chatbot

This integration connect Appy Pie Chatbot with the Microsoft Dynamics CRM platform. You can use the integrated spution to add new leads automatically to your CRM platform when they are added to your chatbot. Additionally, you can create segments in your CRM platform based on his/her preferences. Also you can send targeted messages to your leads in your chatbot through a simple interface.

Benefits of Integration of Microsoft Dynamics CRM and Appy Pie Chatbot

As an Appy Pie developer, you will be able to customize your chatbot to meet your needs seamlessly. For example, if you need to add custom fields in the CRM platform, you can simply do it by integrating an external cloud platform through Appy Pie Chatbot. You will not have to worry about the security of your data because it will be secured by the end-to-end encryption provided by Appy Pie Chatbot.

The process to integrate Microsoft Dynamics CRM and Appy Pie Chatbot 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.