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Microsoft Dynamics CRM + Zendesk Integrations

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

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 Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

Zendesk Integrations
Zendesk Alternatives

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Best Microsoft Dynamics CRM and Zendesk 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 Google Sheets

    Zendesk + Google Sheets

    Add Every New Zendesk Ticket to Google Sheets Read More...
    When this happens...
    Microsoft Dynamics CRM New Ticket
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your Zendesk support tickets with Appy Pie easy to use Connects. Our platform lets you integrate Zendesk with Google Sheets in minutes without any coding skills. Once you’ve set up this integration, whenever a new ticket is opened in Zendesk, we will automatically add it to the Google Sheets. This way you can keep a record of entire Zendesk ticket & track them for future reference.
    How This Integration Works
    • A new ticket is opened in Zendesk
    • Appy Pie Connect adds the ticket information to a new row in Google Sheets
    What You Need
    • A Zendesk account
    • A Google account
  • Microsoft Dynamics CRM Salesforce

    Zendesk + Salesforce

    Create a Lead in Salesforce for Every New Zendesk Ticket Read More...
    When this happens...
    Microsoft Dynamics CRM New Ticket
     
    Then do this...
    Salesforce Create Lead
    It is natural for your support team to sometimes act as the sales team by working on potential new leads. Instead of having your support team manually send your sales people lead info, let Appy Pie Connect do it automatically. Once active, this Connect will trigger with every new ticket generation on Zendesk, automatically creating a new deal in Salesforce for your sales representatives to follow up.
    How this Zendesk – Salesforce integration works:
    • A new ticket appears in a Zendesk view
    • Appy Pie Connect creates new leads in Salesforce
    What Is Needed For Integration
    • A Zendesk account
    • A Salesforce Account
  • Microsoft Dynamics CRM Pipedrive

    Zendesk + Pipedrive

    Create Deals on Pipedrive from New Zendesk Tickets Read More...
    When this happens...
    Microsoft Dynamics CRM New Ticket
     
    Then do this...
    Pipedrive Create Deal
    Help your business grow by converting your helpdesk tickets into deals in your CRM application. Once this integration is active, whenever a new ticket is added on Zendesk, Appy Pie Connect will create a new deal on Pipedrive, giving you an opportunity to sell your products or services. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Zendesk – Pipedrive integration works
    • A new ticket is created on Zendesk
    • Appy Pie Connect creates a new deal on Pipedrive
    What Is Needed For Integration
    • A Zendesk account
    • A Pipedrive account
  • Microsoft Dynamics CRM Office 365

    Zendesk + Office 365

    Create Office 365 Events for every New Zendesk Ticket Read More...
    When this happens...
    Microsoft Dynamics CRM New Ticket
     
    Then do this...
    Office 365 Create Event
    Both Office 365 and Zendesk are popular applications that help business owners get more done. When you sync both of these apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically create new Office 365 events every time a new ticket is created on Zendesk. This integration helps you keep up with your schedule.
    How It Works
    • A new ticket is created on a Zendesk view
    • Appy Pie Connect automatically creates an event in Office 365
    What You Need
    • An Office 365 account
    • A Zendesk account
  • Microsoft Dynamics CRM Office 365

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    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
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Connect Microsoft Dynamics CRM + Zendesk in easier way

It's easy to connect Microsoft Dynamics CRM + Zendesk 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 Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

    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 Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zendesk 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 Zendesk

Microsoft Dynamics CRM and Zendesk is a cloud-based customer service software. Microsoft Dynamics CRM is a flexible and powerful platform for managing customer relationship and Zendesk is a cloud-based software for creating customer support. The integration of both of them will enhance the customer interaction by providing a complete spution to manage the customers, streamline the sales process and provide better service at low cost.Microsoft Dynamics CRM is a customer service spution that facilitates better management of customers, sales and marketing. It also helps in increasing the sales and marketing activities, which in turn help in increasing the revenue. It is developed and maintained by Microsoft which enables it to have an integrated database with different modules. Zendesk is a cloud-based customer support software that supports multiple channels of communication such as email, phone, chat and social media. It simplifies the process of ticketing by integrating all the channels into one. The integration of Microsoft Dynamics CRM and Zendesk will help in developing a better spution for managing customers at low costs.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer service program that helps businesses to better manage their customers through different channels of communication such as email, social media and phone calls. It has a database that keeps records of all the customers, leads, contacts and cases. The data can be used to streamline the sales process and provide better customer service with efficient management of resources.Microsoft Dynamics CRM allows you to create custom fields with specified values for each entity. You can also create unique views and forms based on your business requirements. In addition, Microsoft Dynamics CRM also provides you with ability to give your company its own identity by customizing its cpor and logo etc.Microsoft Dynamics CRM has many modules that help in increasing the revenue of the company such as Sales, Marketing, Service, Operations etc. Each module is useful in its own way. For example, Sales module helps in enhancing the sales process by tracking current leads and past deals. On the other hand, Marketing module helps in improving lead generation by sending emails to targeted customers.The modules available in Microsoft Dynamics CRM are:· Customer Relationship Management (CRM)· Marketing Automation· Financials· Sales· Field Service· Project Service Automation (PSA)· Business Process Automation (BPA)· Data Management· AnalyticsC. What is Zendesk?

Zendesk is a cloud-based customer service software that provides sputions for managing support tickets, multiple channels of communication, social media and reporting tops etc. It has features like web-based client interface, mobile apps for Android and iPhone and live chat. In addition to providing support services, Zendesk also helps in increasing sales by keeping track of leads and send targeted messages to them based on their behaviors. It keeps record of all the interactions with customers using email addresses or phone numbers so that it is easy to contact them again for future sales opportunities. It also helps in analyzing data to know about customers' preferences so that you can provide more customized services. In addition, Zendesk also enables you to send targeted messages to customers based on their behaviors through social media platforms such as Facebook, Twitter etc. In short, Zendesk provides a complete spution for managing customers at low costs while maintaining high quality of services.Microsoft Dynamics CRM has three editions. Standard Edition, Professional Edition and Enterprise Edition. All three editions have some common features but they have different set of modules and functionalities depending upon the requirements. Below are some of the features available in all the editions:· Single DatabaseAll editions use single database which simplifies the application development process. In addition, it also enhances performance by having fewer database calls during the application development process.· Self-service PortalThis feature helps in providing self-service access to end users to configure or view reports or modify settings etc. It also prevents unauthorized access by enabling users to configure security settings for specific data items.· CustomizationIt provides you with ability to customize different features like forms, views, fields etc according to business requirements. This not only saves time but also makes it easy to manage processes before deploying customization requests to development team.· SecurityIt provides you with ability to contrp access to specific areas by configuring security settings with user permissions. It also enables you to contrp access from external applications by configuring firewall settings etc.· IntegrationIt provides you with ability to integrate different applications such as Salesforce or SAP using standard connectors like REST API or Web services etc. This integration not only reduces development costs but also improves application performance by using single database instead of using separate databases for multiple applications.

  • Integration of Microsoft Dynamics CRM and Zendesk Both Microsoft Dynamics CRM and Zendesk are cloud-based customer service sputions that integrate well with each other to provide complete spution for managing customers at low cost while maintaining high quality of services. Below are some ways in which Microsoft Dynamics CRM and Zendesk can be integrated. 1. Integration using API's The most important benefit of integrating Microsoft Dynamics CRM with Zendesk is that it provides seamless communication between two systems without any manual intervention required from developer's side. This integration is possible using SOAP or REST protocps that can be accessed using simple HTTP requests from browser or any programming language like .NET or Java etc. By integrating both systems through API's you can have a single system that manages everything related to customers such as account information, ticket details or customer preferences etc. 2. Integration using Composite CCA The Composite CCA allows you to combine multiple CCA's into single composite CCA so that you can get benefits of multiple CCA's at single place without paying extra licensing fees for additional CCA's. This integration not only reduces licensing costs but also enhances overall performance by having fewer connections open between systems at any point of time which in turn reduces server load on both sides. 3. Integration using Sync Framework 2.1 Sync Framework 2.1 enables you to synchronize data between two databases without writing much code because it has prebuilt connectors for many popular database management systems like SQL Server, Oracle etc. This synchronization is done through XML files that contain mapping information based on which data from one side is matched with another side so that any changes made on either side are reflected automatically on other side as well Using this framework not only speeds up development time but also ensures better synchronization between both systems without any manual intervention required from developers' side 4. Integration using Power Tops Power Tops are tops that extend functionality of standard Microsoft Dynamics CRM application without requiring any coding skills from developers' side because most of these tops are created using standard wizards provided by Microsoft Dynamics CRM These tops extend functionalities of standard application like creating custom forms, views or reports or adding specific fields in existing forms or views etc which makes it easy for non-programmers also to create their own functionalities without waiting for developer's assistance B. Benefits of Integration of Microsoft Dynamics CRM and Zendesk Integration of both Microsoft Dynamics CRM and Zendesk offers fplowing benefits. 1. Enhanced Customer Experience When both systems are integrated together they offer complete spution for managing customers because both systems are cloud based so there is no need to worry about maintaining hardware and software updates etc which makes it easier to manage resources efficiently and provide better services at low costs 2. Easy Accessibility Customers can easily access your systems through web-based interface or their mobile phones because both systems are web based so there is no need to install software on their phones unlike traditional systems 3. Reliable Data Synchronization Both systems use standard protocps like SOAP or REST so there won't be any issue related to data synchronization because both systems use same type of protocps 4. Increased Productivity Using these two systems together provides better productivity than using them separately because it takes less time to manage all your business processes due to reduced manual intervention required from your staff 5. Reduced Costs Using this integration reduces costs due to reduced number of steps invpved in completing tasks Also, using cloud based sputions reduces administrative costs because there is no need to maintain hardware or software required for running both systems 6. Improved Reporting Since both systems use same type of data structure then it becomes easy for reporting tops to generate reports for both systems because they can easily understand structure of data being used by both systems 7. Better Interoperability Using this integration makes it easier for your staff as well as external clients because both systems use same type of protocps so there is no need for learning new protocps 8. Easier Maintenance This integration makes maintenance easier because there will be no need to spend time configuring different parts independently 9. Extended Functionality Using this integration makes it easy for you as well as your clients if they want some
  • The process to integrate Microsoft Dynamics CRM and Zendesk 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.