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Microsoft Dynamics CRM + Keap Integrations

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

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 Keap

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

Keap Integrations

Best Microsoft Dynamics CRM and Keap 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 Google Drive

    Keap + Google Drive

    Create new rows to Google Sheets by tagging Keap contacts Read More...
    When this happens...
    Microsoft Dynamics CRM Updated Contact
     
    Then do this...
    Google Drive Create Folder
    To help prevent data loss, it's always a good idea to have a backup of your data. This connection will add tagged Keap contacts to Google Sheets automatically. When you tag a contact, their contact information is automatically uploaded to Google Sheets in new rows. You won't have to export tagged lists manually any longer.
    How This Keap-Google Sheets Integration Work
    • A new tag added to contact
    • Appy Pie Connect adds new row to a Google Sheets
    What You Require
    • Keap account
    • Google Sheets account
  • Microsoft Dynamics CRM Google Drive

    {{item.triggerAppName}} + {{item.actionAppName}}

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

It's easy to connect Microsoft Dynamics CRM + Keap 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 Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact 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 Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Keap 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 Keap

Microsoft Dynamics CRM is a software designed to manage customer relations, sales, marketing, and service. It can help you organize your customer information, track your sales pipeline, automate your marketing activities, and streamline your customer service operations. Microsoft Dynamics CRM includes features that enable you to interact with your customers, identify potential customers, and work with partners. The product is highly customizable and flexible, giving you the ability to change how it looks and behaves to meet your business needs. It has a user-friendly interface, making it an ideal top for both experienced and new users.

Keap is a cloud-based platform that helps you better manage contacts—including prospects, clients, suppliers, partners, friends, and family members. With Keap, you can connect with people through conversations. You can use Keap to discover new relationships, connect with others, and gain access to insights across every conversation.

Microsoft Dynamics CRM and Keap integration provides great flexibility for users of both products. Integration enables them to share data between the products and use the data in each product. For example, you can create a contact record in Keap and then use that contact’s details in Dynamics CRM. This way, the contact’s name and email address will be available in Dynamics CRM and you can use this information to send an email campaign to the contact.

One of the major benefits of integration is that it allows businesses to conspidate important information about their contacts and prospects into one source. Instead of having several records for the same person in different places (for example, Microsoft Dynamics CRM and Keap), you can now have a single record for each contact or prospect. This reduces data redundancy and makes information more accessible. Moreover, you will know that the information in the contact’s record is up-to-date; it has been updated in both Microsoft Dynamics CRM and Keap.

Another benefit of integration is that it allows users to share data on demand. For example, if a company wants to share information about its employees on its website or on social media pages, it can do so by sharing an employee’s profile from Keap on those pages. In addition, if a company wants to share contact details of employees on its website or on social media pages, it can do so by sharing relevant fields from Microsoft Dynamics CRM with relevant fields from Keap on those pages.

Integrating Microsoft Dynamics CRM and Keap is easy. It does not require any coding or knowledge of programming languages. All you need is your existing Microsoft Dynamics CRM license key and a Keap account.

In conclusion, integration of Microsoft Dynamics CRM and Keap can have many benefits for companies who use both products. These include conspidation of important information about their contacts into one source as well as reduced data redundancy and greater insight into contact information. To learn more about an integration between these two products or to sign up for a free trial of Microsoft Dynamics CRM now!

The process to integrate Microsoft Dynamics CRM and Keap 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.