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Microsoft Dynamics CRM + moosend Integrations

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

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 moosend

moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.

moosend Integrations

Best Microsoft Dynamics CRM and moosend 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 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 + moosend in easier way

It's easy to connect Microsoft Dynamics CRM + moosend 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 Subscriber

    Trigger once new subscriber coming in the list.

    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 Subscriber

    Creates a subscriber.

  • Unsubscribe Member

    Unsubscribe member from all and targeted mailing list.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate moosend 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 moosend

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software application developed by the Microsoft Corporation. It was launched in March 2011. It can be used as a web-based or on-premises software spution.

moosend?

moosend is a platform for the P2P market, which allows to send money everywhere in the world. moosend aggregates all possible ways to send money into one. moosend offer an API to connect it with any other system. The spution allows to create a cross-border payment account and automatically transfers funds from one bank account to another.

Integration of Microsoft Dynamics CRM and moosend

moosend offers an integration with Microsoft Dynamics CRM. This integration is not only available for Microsoft Dynamics CRM Online, but also for Microsoft Dynamics CRM On Premise. It allows to transfer money directly within the CRM environment. The integration works the fplowing way:

  • A user wants to send money to a client. He creates an invoice and adds “Transfer Money” button. The money will be transferred to the bank account of the recipient after completing the transaction.
  • Another user wants to receive money for his services. He receives a notification about the incoming transfer. After he confirms it, the money is automatically transferred to his bank account.
  • A third user wants to receive money from a client in a different country. He creates a new invoice and chooses offline payments method. He sets a currency for receiving money and specifies the bank account number where he wants to receive it. After that, he chooses possible payment methods for receiving funds like PayPal, Webmoney, Skrill, Visa/MasterCard etc. After choosing a payment method he receives a notification when he receives money for his services.

Benefits of Integration of Microsoft Dynamics CRM and moosend

Integration of Microsoft Dynamics CRM and moosend allows to complete transactions more quickly and efficiently. Users can spend less time on transferring money through several banks or money transfer services because they can do it directly within their CRM environment by using integration utility of moosend and Microsoft Dynamics CRM.

In this article I have outlined how moosend works as an integrated spution for sending and receiving money in Microsoft Dynamics CRM environments. I have provided information about both products and demonstrated how integration works between the two products.

The process to integrate Microsoft Dynamics CRM and moosend 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.