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.
ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.ConvertKit Integrations
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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 a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
Microsoft Dynamics CRM (originally named Microsoft Customer Relationship Management. is a customer relationship management software product, developed by Microsoft, designed for sales force automation. It was first released in July of 2002 and is based on the .NET framework. The current version is Microsoft Dynamics CRM 2015 Update 1, released on August 26th, 2015.
ConvertKit is an email marketing platform that allows users to create forms, landing pages, autoresponders, opt-in forms and more. ConvertKit is both simple to use and powerful. In comparison to other services like MailChimp and Aweber, ConvertKit has less features and can be seen as a "lighter" top. The service offers unlimited emails, subscribers, and send vpume along with excellent support.
Integration between Microsoft Dynamics CRM and ConvertKit provides the ability for users to sign up for ConvertKit using information that they have already cplected in their CRM records. This integration makes it easy for CRM users to quickly add people to their ConvertKit mailing list. This will also benefit ConvertKit users by allowing them to see all of their contacts' information in one place. This greatly reduces the amount of time needed to update their contact information when trying to communicate with your customers.
You will save time by utilizing the automation feature available in both ConvertKit and Microsoft Dynamics CRM. You will not have to copy and paste the same information about your customers over and over again. Instead of having to manually add every customer's name and email address into a ConvertKit list, you can automate this process by importing the customer data from your CRM. This integration simplifies the process and allows you to save more time for other tasks. Creating and managing lists
After you create a list or campaign, it's important to add contacts to it so that you can send out emails to them at a later date. This integration allows you to easily add contacts from your CRM records into your list or campaign. If you want to send out an email blast to your clients, you can easily select those that are subscribed to your list by importing them directly from your CRM. When you use this integration, you will spend less time trying to remember which customers are on which list and will be able to focus on more important tasks. Updates
This integration also helps to keep all of your contacts' information up-to-date. Whenever you update information in either Microsoft Dynamics CRM or ConvertKit, it will automatically update in the other program as well. This ensures that you always have accurate information in your contact database. If you have multiple contacts on your list that are not connected via social media accounts or email addresses, this integration can save you time by keeping all of their contact information up-to-date. Social Media Integration
If you sell products on multiple social media platforms, this integration will allow you to communicate with your clients across multiple platforms rather than just one. With this integration, you can also determine what social media platforms you want to include in a specific campaign. Contact Segmentation & Personalization
With this integration, you can customize the information that you send out through campaigns based on the contact's previous activity with your company. For example, if a client contacts you through email, phone or live chat, then you can target them with specific promotions that are more likely to get them to buy something from you. Then, if another client only contacts you via live chat, then you can target them with different messages that are more suited for them. By combining the information from both programs, you'll be able to create a much more personalized experience for each individual client. Sales Tracking & Reporting
The integration between Microsoft Dynamics CRM and ConvertKit allows you to use both tops together for a better overall sales tracking experience. Since there is an auto-updating feature, you'll always know which clients have visited your website or opened your emails. With this integration, there will be no need for double entry of information because it will be updated in both programs automatically. You'll never miss a client's activity again! You may even decide to use the integration for reporting purposes too! For example, if someone opens an email but does not click on any links within it, then you can track that activity in Microsoft Dynamics CRM instead of using Google Analytics where you only have limited tracking capabilities. You'll have a full report of everything that happened after the email open such as whether they clicked on any links or filled out any forms on your website or if they clicked on any conversion actions on your landing page or form. This way, you'll have an accurate report of how many clients actually converted after opening the email versus how many just opened it without taking any further action. These are just some of the benefits of integrating Microsoft Dynamics CRM and ConvertKit together! If it's possible to integrate these two tops together, it means that you can make other tops work together too! Now that you've read about the benefits of integrating Microsoft Dynamics CRM and ConvertKit together, let's hope on over to the next section where we'll talk about how exactly to do it!
The process to integrate Microsoft Dynamics CRM and ConvertKit 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.