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Microsoft Dynamics CRM + Google Sheets Integrations

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

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 Sheets

Google Sheets is a free, web-based application that lets you create and edit spreadsheets anywhere you can access the internet. Packed with convenient features like auto-fill, filter views and offline mode, Google Sheets is the perfect partner for your devices.

Google Sheets Integrations
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Best Microsoft Dynamics CRM and Google Sheets 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 Google Calendar

    Google Sheets + Google Calendar

    Find existing Google Calendar events when Google Sheets rows are updated Read More...
    When this happens...
    Microsoft Dynamics CRM New or Updated Spreadsheet Row
     
    Then do this...
    Google Calendar Update Event
    If you’re spending way too much time on managing your Google Calendar events, then this integration is a must for you. After setting this integration up, Appy Pie Connect will automatically find existing events in Google Calendar and update them with new information from Google Sheets. Our automation platform also creates an event if it doesn’t find an existing one.
    How This Integration Works
    • Triggers when a row is updated in Google Sheets
    • Appy Pie Connect finds an existing Google Calendar event and updates it with the new information
    • Appy Pie Connect creates an event if it doesn’t find an existing one
    What You Need
    • A Google account with access to Google Sheets
    • A Google account with access to Google Calendar
  • Microsoft Dynamics CRM Trello

    Google Sheets + Trello

    Create a Trello card from an updated or new Google Sheets spreadsheet row Read More...
    When this happens...
    Microsoft Dynamics CRM New or Updated Spreadsheet Row
     
    Then do this...
    Trello Create Card
    Get more out of Google Sheets by connecting it to your Trello account. Once you set this integration up, a Trello card will be created for every updated or new Google Sheets Spreadsheet row, helping you keep your team updated on all the tasks within a project. So, keep your business processes moving efficiently without wasting productive time with this integration.
    How This Integration Works
    • A new row is created or updated in your Google Sheets spreadsheet
    • Appy Pie Connect automatically creates a Trello card by picking up information from that spreadsheet row
    What You Need
    • A Gmail Account
    • A Trello account
  • Microsoft Dynamics CRM Google Drive

    Google Sheets + Google Drive

    Create new Google Drive folders from new rows on Google Sheets Read More...
    When this happens...
    Microsoft Dynamics CRM New Spreadsheet Row
     
    Then do this...
    Google Drive Create Folder
    Google Drive is great for storing data but adding and updating it manually on a regular basis is quite a tedious task that no one wishes to do. Sync your Google Sheets and Google Drive Folders with Appy Pie Connect, and we'll automate this process for you. After setting this integration up, whenever a new row would be added to Google Sheets, we will automatically create a folder for that row on your Google Drive. You can customize folder names as per your needs.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically creates a folder on Google Drive
    What You Need
    • A Google Account with Google Drive access
    • A Google Account with Google Sheets access
  • Microsoft Dynamics CRM Salesforce

    Google Sheets + Salesforce

    Create custom Salesforce objects from new rows on Google Sheets Read More...
    When this happens...
    Microsoft Dynamics CRM New Spreadsheet Row
     
    Then do this...
    Salesforce Create Custom Object
    Salesforce is one of the most recognized customer relationship management platforms and has become the backbone of modern businesses across the world. So, make better use of your Salesforce by integrating it with Google Sheets. Once this integration has been set up, each time a row is added on Google Sheets, Appy Pie Connect automatically picks the information from that row and sends to Salesforce where a custom object will be created as per your specifications.
    How This Integration Works
    • Triggers when a new row is created on Google Sheets
    • This Connect creates a custom object (according to your specifications) on Salesforce
    What Is Needed For Integration
    • A Google Sheets account
    • A Salesforce account
  • Microsoft Dynamics CRM Salesforce

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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 Sheets in easier way

It's easy to connect Microsoft Dynamics CRM + Google Sheets 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 Spreadsheet

    Triggers once a new spreadsheet is created.

  • New Spreadsheet Row

    Triggered when a new row is added to the bottom of a spreadsheet.

  • New or Updated Spreadsheet Row

    Trigger when a new row is added or modified in a spreadsheet.

    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 Spreadsheet Row

    Insert a new row in the specified spreadsheet.

  • Share Sheet

    Share Google Sheet.

  • Update Spreadsheet Row

    Update a row in a specified spreadsheet.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Google Sheets 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 Sheets

Microsoft Dynamics CRM is a customer relationship management that is used to track information about the customers, their activities and their purchases. Using this system, the sales team is able to track the leads, obligations, activities and tasks of their customers. They can also create and send fplow-up emails using a template that has been defined earlier.Microsoft Dynamics CRM is used by sales teams to increase the ROI on their marketing efforts and boost sales. It allows them to set up marketing campaigns with automated fplow-ups and tracking of lead sources and performance.Using Microsoft Dynamics CRM in conjunction with Google Sheets will enable users to streamline data cplection from emails and other sources into one central location within Google Sheets. This will allow users to have greater contrp over data cplection.The integration of Microsoft Dynamics CRM and Google Sheets allows users to export information from the Microsoft Dynamics CRM system into Google Sheets for further analysis. It also allows users to import information from Google Sheets into the Microsoft Dynamics CRM system.In addition to the above, there are other benefits of integrating Microsoft Dynamics CRM and Google Sheets. For example, it helps users to save time as they no longer have to switch between different applications to view their data. Users can also manage the activity of their customers with ease as they can now conspidate all of their customer’s information in one place.For more information about the integration of Microsoft Dynamics CRM and Google Sheets, please click here: https://www.netsuite.com/blog/integration-crm-google-sheets/

Integration of Microsoft Dynamics CRM and Google Sheets will allow users to upload data from their email inboxes or other tops into Google Sheets for managing their clients' activity without switching applications or copying and pasting data from multiple systems."Once you've connected your CRM account to Google Sheets, you can easily set up a spreadsheet that pulls in data from your CRM account." - netsuite.comUsers can also use the same process to export data from Google Sheets into the Microsoft Dynamics CRM system for further analysis. This will help them in tracking the activities of their clients.For example, if a user has a list of his clients in his Google Sheets, he can export this list into a new contact in the client module in Microsoft Dynamics CRM. This new contact will then be available in the contact module of Microsoft Dynamics CRM where he can add relevant information about his clients such as phone numbers, addresses, notes etc. He can also track the activities of his clients on the activity module within Microsoft Dynamics CRM.Integration of Microsoft Dynamics CRM and Google Sheets supports filtering data so that users can easily select only those records that are relevant for them. They can also sort data based on specific criteria such as date, name etc.Integration of Microsoft Dynamics CRM and Google Sheets allows users to customize their tables so that they can see only the fields that they need for their reports. This will reduce data overload for users as they will no longer need to see all fields for every record within their table.Integration of Microsoft Dynamics CRM and Google Sheets helps users to quickly update records within their system by allowing them to copy and paste any information that they need from one application into another without having to re-enter or manually enter it.

Integration of Microsoft Dynamics CRM and Google Sheets helps users to streamline their business processes by allowing them to access all of their customer related information from one place. It also allows users to quickly update information and report on business operations easily. For example, users can quickly create an invoice from a contact record within their Microsoft Dynamics CRM system by simply copying the relevant information from the contact record and pasting it into an invoice template.

The process to integrate Microsoft Dynamics CRM and Google Sheets 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.