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Microsoft Dynamics CRM + CloudTalk Integrations

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

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 CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

CloudTalk Integrations

Best Microsoft Dynamics CRM and CloudTalk 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 Asana

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls Read More...
    When this happens...
    Microsoft Dynamics CRM New Call
     
    Then do this...
    Asana Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • Microsoft Dynamics CRM Asana

    {{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 + CloudTalk in easier way

It's easy to connect Microsoft Dynamics CRM + CloudTalk 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 Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    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 Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate CloudTalk 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 CloudTalk

Microsoft Dynamics CRM is a customer relationship management software that is used for sales sales and marketing. Microsoft Dynamics CRM has been an industry leader for more than a decade, with a 94 percent customer retention rate of over 30,000 customers worldwide. This powerful software is used to help businesses of all sizes increase sales and maximize profits. CloudTalk is a new product from Microsoft that is the first cloud-based business communications spution from Microsoft. CloudTalk was created to give businesses a way to communicate with their customers via text messages, emails, tweets, Facebook messages, and LinkedIn messages.

CloudTalk can be integrated with Microsoft Dynamics CRM to give businesses a seamless way to communicate with their customers without sending out a separate message through a separate channel. This integration will give businesses a whpe new way to interact with their consumers while also giving them a way to market accordingly. For example, if a customer makes a purchase on a Saturday night at 11 p.m., it would be beneficial for businesses to send out a text message to the customer on Sunday morning thanking them for their purchase. In addition, if the customer does not respond to this text message, the business can fplow up on Monday morning with another text message asking if the customer received the Saturday night text message. In addition, if the customer does not respond to this second text message, the business’s employees could call the customer on Tuesday morning and ask if they received any messages from the business.

  • Integration of Microsoft Dynamics CRM and CloudTalk
  • Microsoft Dynamics CRM and CloudTalk can be integrated in order to create an easy way for consumers to communicate with businesses. If CloudTalk is integrated with Microsoft Dynamics CRM, businesses will be able to integrate different types of messages into one platform. For example, if a customer places an order online, the business will be able to send out an email message thanking the customer for their purchase. After the email message is sent out, the business will automatically receive an email in its inbox indicating that it received an order. CloudTalk will then automatically send out a text message thanking the consumer for their purchase, which will also notify them about when their shipment will arrive at their doorstep. The business will then receive another email alerting it that it received another message from CloudTalk.

    The benefits of this integration between CloudTalk and Microsoft Dynamics CRM are that businesses will only have one platform through which they will be able to communicate with consumers in multiple ways. This integration will also allow companies to streamline their company by eliminating duplicate messages being sent out through different platforms. Businesses will no longer have to worry about responding to an order through multiple channels because all messages can be sent through one productive platform. Another benefit of this integration is that it allows businesses to provide better customer service because they will receive alerts when one of their customers sends out a message or when they place an order. The best part about this integration is that it allows businesses to get their consumers’ feedback through social media platforms without having to identify what social media platforms are most popular among their customers.

  • Benefits of Integration of Microsoft Dynamics CRM and CloudTalk
  • There are many benefits of integrating Microsoft Dynamics CRM and CloudTalk together, including better customer service, access to feedback, better communication between employees, and increased sales. One benefit of integrating CloudTalk with Microsoft Dynamics CRM is that it allows businesses to offer better customer service by providing their customers with multiple channels through which they can communicate with them. For example, consumers can contact the business through text messages or Facebook messages instead of having to call or email them because they are not home or are too busy to answer their phone calls or emails right away. Also, consumers can contact the business through Twitter messages instead of having to call or email the company because they do not want others who may be looking over their shoulder at their computer screen to know how much money they spent on a particular product or service. Another benefit of integrating CloudTalk and Microsoft Dynamics CRM together is that it allows businesses to get feedback from their customers without having to rely on surveys or focus groups. Social media platforms such as Twitter and Facebook allow consumers’ voices to be heard through comments and likes that can be viewed by anyone who has access to these social media sites. These comments and likes can be viewed by businesses in real time, which gives them an opportunity to see what consumers like about their products and services and what they do not like about them so they can improve upon them.

    Companies using CloudTalk and Microsoft Dynamics CRM together will also experience improved communication between employees because they will be able to send out one email alerting everyone in the company about a new order placed by a consumer so everyone knows about it instead of having someone discovering it later when he or she looks through his or her inbox for other emails that were sent earlier in the day. Improved communication between employees will also occur when someone sees an alert in his or her inbox about a new order coming in and passes along the information to other employees who may know more about the product or service associated with the order so they can refer the consumer back to them for further assistance. Companies using CloudTalk and Microsoft Dynamics CRM together will also see increased sales because instead of going straight from the consumer making a purchase to sending out an order confirmation email to make sure everything went smoothly during checkout, the business will be able to send out a thank you text message, email message, tweet, or Facebook message letting them know that they received their order and that it will be shipped soon so that they know that someone cares about their purchases and wants them to know that they appreciated doing business with them. In addition, because CloudTalk and Microsoft Dynamics CRM can be integrated together, businesses will be able to offer promotions based on consumer behavior without having to track where consumers go after making a purchase or making it difficult for customers returning items or returning incorrect purchases because there is not a way for them to communicate directly with the company without going through other channels such as phone calls or emails. In addition, cloud-based businesses using these two software programs together will not have any performance issues due to poor Internet connection or having outdated computers that keep crashing while trying to use cloud-based software because everything is hosted in the cloud so there is no need for software installed on computers that can become outdated quickly. Instead, businesses using CloudTalk and Microsoft Dynamics CRM together will only need Internet connections in order for them to work properly.

    Today’s consumers are constantly talking about products and services through different social media platforms such as Twitter and Facebook. Businesses are now offering coupons online through these social media platforms in order to attract potential buyers, but this does not always work because sometimes consumers forget about these coupons once they make purchases online. CloudTalk offers businesses an opportunity to interact with consumers in different ways by allowing businesses to better communicate with their customers directly through Facebook messages instead of just offering coupons online in hopes that potential buyers will remember them after making purchases online. CloudTalk can also be integrated into Microsoft Dynamics CRM in order for businesses to sell products and services more efficiently by allowing them to create effective sales teams without having to spend hours creating sales plans for each member of their sales team each year because all sales plans are automatically generated based on how people who bought products in previous years responded so all sales plans are unique each year based on how consumers responded in previous years.

    The process to integrate 403 Forbidden and 403 Forbidden 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.