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Microsoft Dynamics CRM + Freshsales Integrations

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

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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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Best Microsoft Dynamics CRM and Freshsales 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

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Microsoft Dynamics CRM Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Microsoft Dynamics CRM Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Microsoft Dynamics CRM Freshsales

    Google Form + Freshsales

    Create Freshsales leads from new Google Forms submissions Read More...
    When this happens...
    Microsoft Dynamics CRM New Response in Spreadsheet
     
    Then do this...
    Freshsales Create Lead

    If you're using Google Forms to capture new leads, this Connect is perfect for you. Once you have set this integration up, we’ll automatically create a new lead on Freshsales with the details from every new response you receive on Google Forms. This integration is a great way to keep your CRM contact list updated to help you expand your business.

    Note: You need a live form that's been set up to collect responses in a spreadsheet, for using this integration.

    How this Google Forms - Freshsales integration works
    • Someone fills out your Google Forms form
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Microsoft Dynamics CRM Freshsales

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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 + Freshsales in easier way

It's easy to connect Microsoft Dynamics CRM + Freshsales 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 contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    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 Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshsales with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.