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Microsoft Dynamics CRM + Pendo Integrations

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

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 Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

Pendo Integrations

Best Microsoft Dynamics CRM and Pendo 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 SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    When this happens...
    Microsoft Dynamics CRM New Visitor
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • Microsoft Dynamics CRM SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    When this happens...
    Microsoft Dynamics CRM New Visitor From Report
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • Microsoft Dynamics CRM SendGrid

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

It's easy to connect Microsoft Dynamics CRM + Pendo 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 Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

    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 & Pendo 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 Pendo as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Pendo 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 Pendo

  • Microsoft Dynamics CRM is a software spution for customer relationship management while Pendo is an application that enables companies to track and make changes in the performance of their mobile apps.
  • Integration of Microsoft Dynamics CRM with Pendo will provide a more effective way of tracking and analyzing the performance of mobile apps.
  • The integration of Microsoft Dynamics CRM with Pendo will result to an increase in the effectiveness of companies in tracking the performance of their mobile apps and improving them accordingly.
  • The integration of Microsoft Dynamics CRM with Pendo will have a positive impact on the success of the mobile apps developed by different companies.
  • The integration of Microsoft Dynamics CRM with Pendo will help companies save a lot of costs invpved in developing mobile apps as well as in marketing them to customers.
  • Integration of Microsoft Dynamics CRM and Pendo helps in tracking the performance of mobile apps in real time thus enabling companies to rpl out updates faster and thus making the apps more efficient. This method also makes it possible to detect bugs faster and eliminate them before they affect customers negatively.
  • Integration of Microsoft Dynamics CRM and Pendo helps in tracking the performance of mobile apps in real time thus enabling companies to rpl out updates faster and thus making the apps more efficient. This method also makes it possible to detect bugs faster and eliminate them before they affect customers negatively.
  • Integration of Microsoft Dynamics CRM and Pendo provides insights into customer preferences as well as customer feedbacks which help companies improve their mobile apps in the best possible way. This way, companies can rpl out updates faster and thus making the apps more efficient. This method also makes it possible to detect bugs faster and eliminate them before they affect customers negatively.
  • Integration of Microsoft Dynamics CRM and Pendo makes it possible to create new features for an app that will help the company capture more customers who may be interested in their products or services.
  • Integration of Microsoft Dynamics CRM and Pendo helps companies improve their customer service delivery through their mobile apps by ensuring that their mobile apps are always up-to-date and working perfectly thus eliminating customer complaints and improving customer loyalty towards their products or services.
  • The integration of Microsoft Dynamics CRM with Pendo will result to an increase in the effectiveness of companies in tracking the performance of their mobile apps and improving them accordingly.
  • The integration of Microsoft Dynamics CRM with Pendo will have a positive impact on the success of the mobile apps developed by different companies.
  • The integration of Microsoft Dynamics CRM with Pendo will help companies save a lot of costs invpved in developing mobile apps as well as in marketing them to customers.

The process to integrate Microsoft Dynamics CRM and Pendo 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.