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.
Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.Keap Integrations
Microsoft Dynamics CRM + SlackSend new Microsoft Dynamics leads to a Slack channel Read More...
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Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Keap + Google DriveCreate new rows to Google Sheets by tagging Keap contacts Read More...
It's easy to connect Microsoft Dynamics CRM + Keap without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
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!
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