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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.
Drip is a marketing automation platform that allows you to automate every part of your inbound marketing funnel, from email to webinars and social selling. Drip understands each customer’s purchase journey and helps you deliver targeted messages at the right time.Drip Integrations
It's easy to connect Microsoft Dynamics CRM + Drip without coding knowledge. Start creating your own business flow.
What are Microsoft Dynamics CRM and Drip?Microsoft Dynamics CRM is the customer relationship management software offered by Microsoft, which is designed to help companies to manage their customer relationships. After installing Microsoft Dynamics CRM, users can create custom forms for different tasks. One of the most important tasks in Microsoft Dynamics CRM is to set up e-mail templates for incoming mails. The e-mail templates are created to look similar to the original letter and have a signature to appear below the letter automatically without additional actions from your side. Another task in Microsoft Dynamics CRM that is more related to e-mail marketing is creating automated workflows. Automated workflows are designed for specific tasks such as sending emails, phone calls, etc. All automated workflows are created using the CRM SDK and they are all run on .NET framework.Microsoft Drip is an online service for sending email marketing campaigns. It supports creating multiple lists of customers and sending mass e-mails. The user can create different segments of contacts based on the activities of recipients. For example, you can create a segment of contacts who opened your previous email campaigns and send them another campaign with a discount or other benefits. The service supports integration with other popular applications such as MailChimp, Salesforce, Eloqua, Infusionsoft, AWeber, Constant Contact, iContact, Mad Mimi, Vertical Response, Campaign Monitor, MailerLite, Sendgrid or GetResponse and provides statistics about opened emails, clicked links in emails and many other things.Microsoft Drip offers several plans for its clients. Starter plan with 100 subscribers and 10,000 emails per month for free; Professional plan with 1000 subscribers and 25,000 emails per month for $49 per month; Pro Plus plan with 5000 subscribers and 50,000 emails per month for $99 per month; Enterprise plan with 50,000 subscribers and 500,000 emails per month for $199 per month.
How Microsoft Dynamics CRM and Drip are integrated?Microsoft Dynamics CRM and Drip can be integrated using different methods. Using the API provided by Drip; Using Zapier; Using an app from AppSource; Using the "Send" button in Microsoft Dynamics CRM; Using the web browser to access the website of Drip.Using the API provided by Drip. You can integrate Microsoft Dynamics CRM and Drip using the API provided by Drip. To do this you will need to get an API token from Drip which can be done here https://www.drip.io/docs/api-token/ To send data from Microsoft Dynamics CRM to Drip you will need to create a webhook in the application settings of your Microsoft Dynamics CRM. When you create the webhook specify the address where you want to send data - it can be any URL that returns JSON (for example http://localhost or http://127.0.0.1. After you created the webhook you will need to create a form in Microsoft Dynamics CRM where you will specify fields that you want to send to Drip. In order to do this go to "Contacts" -> "Forms", click on "Create new form", specify a name for the form (e.g. "Drip". and click on "Save & Close". Then go to "Contacts" -> "Forms" -> "All forms" -> "Drip" -> "Edit Form". In the form click on "Add Item" -> "New Field". Specify a name for the field (e.g. "First Name"); Select a type for the field. Single Line Text; Add another item and select another field. Last Name; Add another item and select another field. Email Address; Save your changes. Now when a contact fills out this form data will be sent to Drip via the webhook created earlier.Using Zapier. Zapier is a top that allows data to be transferred between different applications without writing code. To use Zapier you will first need an account on Zapier where you must specify your account information for Microsoft Dynamics CRM (e-mail address, password. Then you have to choose which apps you want to connect - you have 4 options. Facebook, Gmail, Twitter or Dropbox. If you choose one of these options the process of connecting these apps to Zapier will start automatically. Facebook - you will need your Facebook app ID; Gmail - you will need access tokens from Google; Twitter - you will need access tokens from Twitter; Dropbox - you will need access tokens from Dropbox/Google Drive/Box/OneDrive; Then Zapier will ask you to choose triggers - choose "New Lead" and click "Continue"; Then Zapier will ask you what action you want to take when new leads are created - choose "Send Email"; Then Zapier will ask you what should be included in the email - choose "First Name", "Last Name" and "Email"; Then Zapier will ask what fields should include in the subject line - choose "First Name", "Last Name" and add a comma after each field; Then Zapier will ask what should be included in the body of an email - choose everything except address fields; Choose a template for your e-mail (you can use one of 8 standard templates); Save your changes. Now every time there is a new lead in your contacts your e-mail will be sent via Zapier with data of these contacts displayed in your e-mail template.Using an app from AppSource. You can also install an app from AppSource that supports integration of Microsoft Dynamics CRM and Drip. Drip - this is an app that allows users to create forms to transfer data from Microsoft Dynamics CRM to Drip; Microsoft Dynamics Marketing - this is an app that allows users to create forms in Microsoft Dynamics CRM and manage contacts in both applications; MailChimp - this is an app that allows users to integrate MailChimp with Microsoft Dynamics CRM and display statistics about sent campaigns; Salesforce - this is an app that allows users to integrate Salesforce with Microsoft Dynamics CRM and display statistics about leads created in Salesforce; ShipStation - this is an app that allows users to create orders from leads in Microsoft Dynamics CRM and track them until delivered; Zapier - this is an app that allows users to connect various applications together using Zapier workflow automation top; Zoho - this is an app that allows users to integrate Zoho with Microsoft Dynamics CRM and display statistics about leads created in Zoho. Using the "Send" button. You can also use the "Send" button in Microsoft Dynamics CRM to create e-mail templates without writing any code. To do this go to "Contacts" -> "Leads" -> "All Leads" -> "Edit Lead". Find the button named "Send E-mail Template"; Click on this button and fplow steps described earlier in this article ("Creating an outline for an article about Microsoft Dynamics CRM and Drip". Using a web browser. You can also access the website of Drip directly by opening your browser and entering this address. https://www.drip.io/pages/signup_no_code . After you enter Drip website you have two ways of integrating it with Microsoft Dynamics CRM. Integration using Form Parameters. You can create a lead or contact form in Microsoft Dynamics CRM which will have fields that you want to transfer to Drip inserted into it manually. After creating a form go to "Manage Forms" -> "Create New Form". Specify a title for your form (e.g. "Drip"); Specify if you want this form available only for selected contacts or for all contacts; Select default values for all fields except those fields that you want to transfer from Microsoft Dynamics CRM to Drip via webhooks; Specify whether you want a default value for each field or not; Click on "Save & Close". Now when someone fills out this form data will be sent to Drip via webhooks created earlier ("Creating an outline for an article about Microsoft Dynamics CRM and Drip". Integration using Webhooks. You can also use webhooks directly from your browser by entering this address. https://www.drip.io/pages/webhook_generator . This page will generate webhooks for each contact form in your database which will be used to transfer data from Microsoft Dynamics CRM to Drip when a form is filled out. After clicking on next button you will need to copy generated webhooks into clipboard or save them somewhere. Next go back into your Microsoft Dynamics CRM application for leads or contacts (e.g. Contacts. -> "Forms
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