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.
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 chatbotsAppy Pie Chatbot Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
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Chatbot + Google SheetsAdd rows in Google Sheets when Appy Pie Chatbot chat ends Read More...
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It's easy to connect Microsoft Dynamics CRM + Appy Pie Chatbot without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when the chatbot conversation is completed.
Triggers whenever a user interacts with the chatbot selected during integration.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
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 is an intelligent chatbot builder for creating chatbots for messaging platforms like Facebook Messenger, Google Assistant, Kik or Telegram.
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.
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.