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Microsoft Dynamics CRM + Basin Integrations

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

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 Basin

Basin is a simple form backend that allows you to collect submission data without writing a single line of code.

Basin Integrations

Best Microsoft Dynamics CRM and Basin 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 Salesforce

    Basin + Salesforce

    Add new Basin submissions to Salesforce as leads. Read More...
    When this happens...
    Microsoft Dynamics CRM New Submission
     
    Then do this...
    Salesforce Create Record
    Transform any Basin submission into an opportunity in Salesforce. This Basin-Salesforce integration will automatically create leads in your Salesforce account corresponding to new Basin submission so that you can focus on moving them down the funnel, not wrangling with data entry.
    How This Basin-Salesforce Integration Works
    • A new form submission is received on Basin
    • Appy Pie Connect adds new lead to Salesforce
    What You Need
    • Basin account
    • Salesforce account
  • Microsoft Dynamics CRM AWeber

    Basin + AWeber

    Add new AWeber subscribers from new form submission in Basin Read More...
    When this happens...
    Microsoft Dynamics CRM New Submission
     
    Then do this...
    AWeber Create Subscriber
    Use this Appy Pie Connect integration to instantly add new customers from Basin into your AWeber account. By enabling this Basin-AWeber integration, every new submission received in Basin will be automatically added to your AWeber account as a new subscriber. This is a great way to kick off successful email campaigns complete with the correct details automatically.
    How This Basin-AWeber Integration Works
    • A new form submission is received on Basin
    • Appy Pie Connect adds that contact to AWeber as new subscriber
    What You Need
    • Basin account
    • AWeber account
  • Microsoft Dynamics CRM Google Sheets

    Basin + Google Sheets

    Create Google Sheet rows on new Basin form submissions Read More...
    When this happens...
    Microsoft Dynamics CRM New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Get the most out of your new Basin forms by connecting it to Google Sheets. This Basin-Google Sheet integration will create rows in a Google sheet each time users submit forms on your Basin, allowing you to keep a historical record of all the data you've collected. Each row will be a unique submission to your spreadsheet.
    How This Integration Works
    • A new form submission is received on Basin
    • Appy Pie Connect adds that contact to AWeber as new subscriber
    What You Need
    • Basin account
    • Google Sheets account
  • Microsoft Dynamics CRM Google Sheets

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    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + Basin in easier way

It's easy to connect Microsoft Dynamics CRM + Basin 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 Submission

    Triggers when a user submits to your form.

    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 & Basin 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 Basin as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Basin 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 Basin

Microsoft Dynamics CRM is a customer relationship management application for managing all contact information of the customers combined with the ability to automate communications with customers. Basin is a business intelligence(BI. spution that provides reporting, analysis and data visualization capabilities from Microsoft Dynamics CRM’s data.

Microsoft Dynamics CRM was first released in October 22, 2006 and people around the world are using this application to manage their customer information. This is a web-based application that can be accessed from any computer. Microsoft Dynamics CRM has many features such as business intelligence, workflow automation, marketing functionality, sales automation and social networking. Its new version is called Microsoft Dynamics CRM 2011. One of its best features is BizTalk Server. It allows users to integrate Microsoft Dynamics CRM with other applications.

Basin is an add-on to Microsoft Dynamics CRM that focuses on business intelligence(BI. Basin uses SQL Server Analysis Services technpogy to connect to Microsoft Dynamics CRM data and provide data analysis. It also uses the Business Intelligence Development Studio (BIDS. to create reports and queries. The reports and queries are then exported into Microsoft Excel and displayed in pivot tables.

As mentioned above, Basin can be used to query Microsoft Dynamics CRM data, create reports and queries which are later exported into Microsoft Excel. The report created by Basin can be shown in company’s intranet or published in the Web. The fplowing table shows the comparison of SQL Server Reporting Services vs. Basin.

SQL Server Reporting ServicesBasin

Microsoft Dynamics CRM and Basin integration is a powerful top for managing the customer data in a company and for providing company’s employees with functionalities to get customers information quickly and to improve their efficiency in dealing with customers. Integration of both applications can help companies increase their sales. Additionally, it can also help companies’ employees to get more information about customer’s buying habits or service history to improve customer service.

The process to integrate Microsoft Dynamics CRM and Basin 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.