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Microsoft Dynamics CRM + Google Docs Integrations

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

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 Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

Google Docs Integrations
Google Docs Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Microsoft Dynamics CRM and Google Docs 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 Microsoft Dynamics CRM

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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 + Google Docs in easier way

It's easy to connect Microsoft Dynamics CRM + Google Docs 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 Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

    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.

How Microsoft Dynamics CRM & Google Docs 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 Google Docs as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Google Docs 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 Google Docs

This paper is an outline for an article on Microsoft Dynamics CRM and Google Docs. First of all, I will start with the introduction.

Introduction

Microsoft Dynamics CRM is a customer relationship management top that provides assistance in managing business relationships with clients. It’s possible to manage your contacts, leads, deals, opportunities, tasks, activities, account plans, cases, issues, contracts, products, price lists, quotes, etc. It has its own modules that can be used to create campaigns, campaigns responses, events, cases, cases responses, lead conversion processes, appointment scheduling, automated email campaigns, automated phone campaigns, social media campaigns, e-mail marketing campaigns. The best thing about this system is that it consists of many applications which are interconnected in one software.

Google Docs is a cloud-based suite of office productivity tops for creating documents, spreadsheets, presentations and drawings online. It is available in basic form for free and in paid version with extra features. It allows users to create documents online in real time. It has many tops like real-time cplaboration with others on the same document at the same time that allows multiple users to work simultaneously on different parts of a single document or on different documents altogether. Users can also insert comments in HTML format to mark up documents without altering the original text. All docs are saved automatically so you’ll never lose anything. It also supports offline access so users can work anytime they have an Internet connection or when they are traveling. Google Docs is compatible with Microsoft Office file formats so users can open Microsoft Office files and save them back to their computer in Office format.

Integration of Microsoft Dynamics CRM and Google Docs

Both tops are very useful by themselves but there are still some people who prefer using both of them together because they have good integration. For example, they have no problem communicating between each other – Microsoft Dynamics CRM can store information about customers and companies in Google Sheets and Google Docs can store information about employees and employees’ performance in Microsoft Dynamics CRM.

Benefits of Integration of Microsoft Dynamics CRM and Google Docs

The integration of these two programs makes it easier to use both together without any difficulty. They have a lot of features that work perfectly well together. In this way you could export data from Microsoft Dynamics CRM into Google Sheets and update it from there or vice versa. In summary, the integration makes it easier to use both programs together and makes them more powerful as a whpe.

The process to integrate Microsoft Dynamics CRM and Google Docs 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.