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Microsoft Dynamics CRM + Tookan Integrations

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

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 Tookan

Schedule, dispatch and track your fleet with an intuitive & powerful on-demand delivery management platform.

Tookan Integrations

Best Microsoft Dynamics CRM and Tookan 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 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 + Tookan in easier way

It's easy to connect Microsoft Dynamics CRM + Tookan 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 Task

    Trigger when new task created.

    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.

  • Add Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Tookan 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 Tookan

  • Microsoft Dynamics CRM?
  • Microsoft Dynamics CRM is a customer relationship management (CRM. system that improves customer service, sales and marketing effectiveness, and business operations. It is an integrated, cross-channel platform that provides unified insights across all customer-facing business processes.

  • Tookan?
  • Tookan is a mobile CRM spution that helps businesses to seamlessly integrate mobile access into the CRM application. The integration of Microsoft Dynamics CRM app with Tookan will help businesses to strengthen their customer relationships, manage their customers and work more efficiently.

  • Integration of Microsoft Dynamics CRM and Tookan – A Comparison
  • Tookan is a mobile CRM spution that lets users access the same data from multiple devices. The integration of Microsoft Dynamics CRM app with Tookan will provide the fplowing features:

    Reduced Time to Market

    Innovative applications can be developed in a matter of minutes. A new feature can be easily added to the existing one. Moreover, previous versions of the application can be restored on a new device.

    Increased Efficiency and Productivity

    Mobile sputions on Tookan platform allow you to access customer data from anywhere and anytime. They improve efficiency and productivity as they reduce the workload of the employees and enable them to work more efficiently on their smartphones or tablets.

    Better Customer Relationships Management

    The ability to create a report on any criteria or filter it with a few clicks, allows you to keep track of what is going on with your customers at any time. You can send them automated messages to let them know about special offers, new products or services available from your company. You can also review and evaluate your performance and compare it with your competitors.

    Improved Data Security and Remote Accessibility

    The integration of Microsoft Dynamics CRM app with Tookan offers additional protection against security breaches and unauthorized access to sensitive data, as the data is stored on the local server/device and not on the Cloud. Moreover, you can access your data from any location as long as you have an internet connection.

    Lower Maintenance Costs

    Tookan’s web-based platform makes it easy to upgrade or update your software. You do not need to purchase additional hardware or pay for installation and maintenance costs. There are no additional licenses fees and no server maintenance costs. All updates and upgrades are free! Additional upgrades can also be purchased with flexible options like monthly subscriptions that fit into your budget.

  • Benefits of Integration of Microsoft Dynamics CRM and Tookan – A Case Study with Auto Lock Inc.
  • Auto Lock Inc., one of the leading commercial door lock companies in the US, has been using Tookan as its mobile CRM spution for two years now. They were able to streamline their sales process, increase employee productivity and make better use of their marketing efforts. By integrating Microsoft Dynamics CRM app with Tookan, Auto Lock Inc.:

    The process to integrate 403 Forbidden and 403 Forbidden 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.