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Microsoft Dynamics CRM + Freshdesk Integrations

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

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 Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best Microsoft Dynamics CRM and Freshdesk 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

    Freshdesk + Slack

    Get Slack notifications every time a new ticket comes into your Freshdesk ticket view Read More...
    When this happens...
    Microsoft Dynamics CRM New Ticket
     
    Then do this...
    Slack Send Channel Message
    If you're looking for a way to get the most out of your Slack, try this Freshdesk - Slack integration. Once active, we will watch your ticket view inside your Freshdesk account for new tickets. When a new ticket is found, Appy Pie Connect will copy the ticket data and automatically post it on Slack. With our automation platform, you can set-up this Connect within minutes, all without writing even a single line of code.
    How this Freshdesk - Slack integration Works
    • A new ticket is created in Freshdesk
    • Appy Pie Connect copies the ticket data and sends as a message to the selected Slack channel
    What You Need
    • A Freshdesk account
    • A Slack account
  • Microsoft Dynamics CRM Asana

    Freshdesk + Asana

    Create Asana tasks for new Freshdesk tickets Read More...
    When this happens...
    Microsoft Dynamics CRM New Ticket
     
    Then do this...
    Asana Create Task
    Set up this Asana – Freshdesk integration and we will help you add efficiency to your business. This Asana-Freshdesk integration, once active, will create a new task in Asana for every ticket you receive on Freshdesk. You don’t need coding or programming skills, just follow our simple instructions and set-up this integration in minutes.
    How It Works
    • A new ticket is created on Freshdesk
    • Appy Pie Connect automatically creates a task for it in Asana
    What You Need
    • A Freshdesk account
    • An Asana account
  • Microsoft Dynamics CRM Asana

    Freshdesk + Asana

    Create tasks on Asana for updated Freshdesk tickets Read More...
    When this happens...
    Microsoft Dynamics CRM Update Ticket
     
    Then do this...
    Asana Create Task
    If you want to automatically transfer your Freshdesk tickets to Asana, this integration is perfect for you. After setting this integration up, Appy Pie Connect will automatically create a new Asana task for each ticket on Freshdesk that gets updated. This integration helps your team handle your support desk tickets more productively.
    How this this Freshdesk-Asana integration Works
    • A ticket is updated on Freshdesk
    • Appy Pie Connect automatically creates a new task in Asana
    What You Need
    • A Freshdesk account
    • An Asana account
  • Microsoft Dynamics CRM Trello

    Freshdesk + Trello

    Create a Trello Card for every new Freshdesk tickets Read More...
    When this happens...
    Microsoft Dynamics CRM New Ticket
     
    Then do this...
    Trello Create Card
    Use this integration and turn your Freshdesk tickets into Trello cards. Set this integration up, and whenever a new ticket is updated on Freshdesk, Appy Pie Connect will automatically create a new Trello card, keeping both your teams aware and responsive to customer queries. This integration will surely improve your customer service quality.
    How this integration Works
    • A ticket is added in Freshdesk
    • Appy Pie Connect automatically creates a new Trello card
    What You Need
    • A Freshdesk account
    • A Trello account
  • Microsoft Dynamics CRM Trello

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

It's easy to connect Microsoft Dynamics CRM + Freshdesk 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 Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    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

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshdesk 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 Freshdesk

Microsoft Dynamics CRM has been an integral part of the Microsoft Dynamics suite for a while now. It is a customer relationship management top used by organizations to better integrate their sales, marketing and service functions. Freshdesk is a cloud-based software company that offers customer support services to companies worldwide. This paper will examine how the two platforms can be integrated to help reduce costs while improving customer satisfaction.Freshdesk was founded in 2011 with its headquarters in San Bruno, California. The company makes use of cloud-based software to offer customer support services such as email support, live chat, community forums and social media management. The software has been integrated with various platforms such as Zendesk, Salesforce, SalesLoft, Desk.com, Twitter and Facebook.As of February 2018, Freshdesk has over 80,000 customers around the world who have used the platform to provide support to more than 100 million people. The company has over 1,100 employees in 15 offices throughout the world. Freshdesk's clients include HP Inc., Vpvo Cars, Bosch Group, Vodafone and Vodafone Netherlands.The integration of Freshdesk and Microsoft Dynamics CRM platforms will allow customers to access all their support information from one application. In addition, it will also allow the company to easily analyze the data from both platforms to identify trends and improve customer service.

Freshdesk's cloud-based platform can be integrated with Microsoft Dynamics CRM to provide a seamless experience for all customers. All data related to customer support can be accessed from within Microsoft Dynamics CRM thus eliminating the need for customers to switch between applications.In fact, Freshdesk provides native integrations with several CRM tops. These include Salesforce, Zendesk, Desk.com, SalesLoft, Nimble, Twitter and Facebook.Freshdesk integrates with Salesforce through the Apex module that allows users to see support data such as tickets and case history directly on their dashboard.Freshdesk also integrates with Zendesk using the Zendesk Connector. This integration allows users to import and export tickets from Zendesk into CRM app. One advantage of this integration is that it allows users to fplow up on their support tickets wherever they are because they will be able to access them from within Microsoft Dynamics CRM.Freshdesk also has custom integrations with other popular ticketing systems such as Desk.com, SalesLoft and Nimble. This helps companies connect Freshdesk data with other apps within their organization thus enabling cross-team cplaboration. For example, if a company uses Microsoft Office 365 together with a CRM platform such as Microsoft Dynamics CRM then integrating Freshdesk into both platforms will enable employees from different departments to cplaborate on a customer's account.Another benefit of this integration is that it allows companies to determine whether their customer support efforts are effective or not. By analyzing the data from both platforms, companies can easily find out which channel is the most effective in respving customer issues or which department needs to improve its communication with customers.

Freshdesk's cloud-based customer support software can be integrated with Microsoft Dynamics CRM to improve customer service levels and reduce operational costs associated with managing multiple channels for customer support services. This integration will allow companies to focus on providing excellent customer service instead of worrying about managing multiple tops for customer support services.

The process to integrate Microsoft Dynamics CRM and Freshdesk 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.