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Microsoft Dynamics CRM + Braintree Integrations

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

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 Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

Braintree Integrations
Braintree Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Stripe Stripe
  • Paypal Paypal

Best Microsoft Dynamics CRM and Braintree 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 Slack

    Braintree + Slack

    Send a message in Slack for a new transaction on Braintree Read More...
    When this happens...
    Microsoft Dynamics CRM New Transaction
     
    Then do this...
    Slack Send Channel Message
    Never miss a payment again with this Appy Pie Connect integration between Braintree and Slack. After setting this integration Braintree-Slack whenever a customer makes a purchase, Appy Pie Connect will notify you in Slack. Use Appy Pie Connect’s powerful automation and stay on top of each payment in Braintree.
    How This Braintree-Slack Integration Works
    • A new transaction is created on Braintree
    • Appy Pie Connect sends a message in Slack
    What You Need
    • Braintree account
    • Slack account
  • Microsoft Dynamics CRM QuickBooks Online

    Braintree + QuickBooks Online

    Create sales receipts in QuickBooks Online for new Braintree transactions Read More...
    When this happens...
    Microsoft Dynamics CRM New Transaction
     
    Then do this...
    QuickBooks Online Create Sales Receipt
    If a customer pays you with Braintree, you can create a sales receipt in QuickBooks online just by using Appy Pie Connect. A sales receipt in QuickBooks Online means you never have to enter that data twice. It's the ultimate efficiency for busy bookkeepers and businesses using Shopify, BigCommerce, WooCommerce and more.
    How This Braintree-QuickBooks Online Integration Works
    • A new transaction is created on Braintree
    • Appy Pie Connect create sales receipts in QuickBooks Online
    What You Need
    • Braintree account
    • QuickBooks Online account
  • Microsoft Dynamics CRM Gmail

    Braintree + Gmail

    Send Gmail email on a new transaction in Braintree Read More...
    When this happens...
    Microsoft Dynamics CRM New Transaction
     
    Then do this...
    Gmail Send Email
    The Appy Pie Connect integration automatically trigger an email action on a new transaction in Braintree payments. Set up this Braintree Gmail integration for a seamless connection directly to any of your Gmail accounts. It will trigger with any new transaction received on Braintree, send Gmail email message automatically for every transaction from then on.
    How This Braintree-Gmail Integration Works
    • A new transaction is received on Braintree
    • Appy Pie Connect sends email via Gmail
    What You Need
    • Braintree account
    • Gmail account
  • Microsoft Dynamics CRM Gmail

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

It's easy to connect Microsoft Dynamics CRM + Braintree 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 Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

    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.

  • Create Customer

    Create a new customer.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Braintree 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 Braintree

I. Introduction:Microsoft Dynamics CRM is a customer relationship management software that is used by the sales team and the customer service team to track and manage their customers. It has many features that are essential for any business, such as lead and opportunity management, account management, contact management, marketing automation, social integration, and web self-service. Braintree is a payment gateway that allows users to accept payments from credit cards on the web or through mobile apps. The payment gateway is available in many different countries and can be integrated with most programming languages.

Integration of Microsoft Dynamics CRM and Braintree

The integration between Microsoft Dynamics CRM and Braintree is seamless, using the Braintree SDK. After adding the Braintree SDK, you can create an invoice in Microsoft Dynamics CRM, which represents a sale. Once it is created, Braintree charges the customer’s credit card based on your default settings. No additional programming is necessary if you are using Stripe or PayPal as your other payment method. You can also combine the Braintree SDK with your own custom logic to send emails, etc.

Benefits of Integration of Microsoft Dynamics CRM and Braintree

The benefits of integrating Microsoft Dynamics CRM and Braintree include:

Braintree is an additional way to accept payments from customers; it works seamlessly with Microsoft Dynamics CRM. If you are already using another payment gateway such as Stripe or PayPal, then there is no need to add Braintree to your platform as well. However, if you want to use multiple payment gateways in your platform, then you should use Braintree, which accepts all major credit cards.

The process to integrate Microsoft Dynamics CRM and Braintree 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.