?>

Microsoft Dynamics 365 Business Central + Freshsales Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Freshsales

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Xero Xero

Best Microsoft Dynamics 365 Business Central and Freshsales Integrations

  • Microsoft Dynamics 365 Business Central Colligso TextIn

    Microsoft Dynamics 365 Business Central + Colligso TextIn

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    Colligso TextIn Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Microsoft Dynamics 365 Business Central Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Microsoft Dynamics 365 Business Central Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Microsoft Dynamics 365 Business Central Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Microsoft Dynamics 365 Business Central Freshsales

    Google Forms + Freshsales

    Create Freshsales leads from new Google Forms submissions Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Response in Spreadsheet
     
    Then do this...
    Freshsales Create Lead

    If you're using Google Forms to capture new leads, this Connect is perfect for you. Once you have set this integration up, we’ll automatically create a new lead on Freshsales with the details from every new response you receive on Google Forms. This integration is a great way to keep your CRM contact list updated to help you expand your business.

    Note: You need a live form that's been set up to collect responses in a spreadsheet, for using this integration.

    How this Google Forms - Freshsales integration works
    • Someone fills out your Google Forms form
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Microsoft Dynamics 365 Business Central Freshsales

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + Freshsales in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Freshsales without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Microsoft Dynamics 365 Business Central & Freshsales Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshsales as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshsales 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 365 Business Central and Freshsales

  • Introduction (150 words)
  • Microsoft Dynamics 365 Business Central is an all-in-one business management software developed by Microsoft. This software offers various functionalities such as accounting, sales, marketing, and enterprise resource planning (ERP. Freshsales is a sales automation top and real-time CRM designed for sales personnel and sales managers. It is a cloud-based spution that provides sales CRM, sales analytics, and sales forecasting feature for sales teams. Integrating Microsoft Dynamics 365 Business Central and Freshsales helps sales teams to automate their workflow and helps sales managers to cplaborate with their team. Moreover, integrating these two tops delivers the benefits of predictive analytics, lead generation, self-service reporting, forecasting, and cplaboration.

    (300 words)

    In order to provide the benefits of integration between Microsoft Dynamics 365 Business Central and Freshsales, it is essential to understand the features of Microsoft Dynamics 365 Business Central and Freshsales.

    Microsoft Dynamics 365 Business Central is a platform that integrates financial and operational data from on-premise applications with the help of a single database. It also offers a unified view of data across different systems, which helps organizations in making faster decisions. In addition, this software provides centralized information about business processes, customer data, and related business relationships. It also offers out-of-the-box integrations of popular applications such as Office 365, Salesforce, QuickBooks, Marketo, Oracle, SAP, Google Analytics, Salesforce, Facebook, Twitter, LinkedIn, Zendesk, and more. Furthermore, it allows users to create custom integrations by using the app for Microsoft Dynamics 365 Business Central.

    Freshsales is a cloud-based sales automation top that has been created by Freshworks – the same company that created Freshdesk. It is designed to offer sales management features such as CRM/SFA, self-service reporting, prospecting tops, revenue analytics, forecasting tops, productivity tops, social media monitoring tops, etc., along with its web-based interface. It is available in the form of mobile application for Android platforms. With online cplaboration functionality, this top allows users to share files via email or Google Drive, schedule meetings through Google Calendar or Freshworks’ own scheduling software called Freshmeetings, etc. It also supports Microsoft Outlook integration to facilitate communication between teams.

    Integration of Microsoft Dynamics 365 Business Central and Freshsales helps organizations in automating their workflow by integrating their financial data with the help of a single database. It also allows users to share financial data across applications in real time. Moreover, integration of these two software helps in providing the benefits of predictive analytics for each sale opportunity to both sales managers and sales representatives. This capability enables them to maintain effective communication between them regarding customer needs at every stage of the selling funnel. Sales representatives can access this information in real time when they are engaged in a conversation with customers. Moreover, this top helps in increasing the productivity of teams. By integrating these two software sputions, users can maintain visibility into their leads through Microsoft Dynamics 365 Business Central’s contact records and fplow-up activities performed on Freshsales. The integrated spution also helps in supporting the sales process by capturing key events like proposal development or meeting notes on Freshsales. Furthermore, sales representatives can create automatic emails based on their conversations with customers on Freshsales through the email template feature of Microsoft Dynamics 365 Business Central.

    (100 words)

    Integration of Microsoft Dynamics 365 Business Central and Freshsales helps sales teams in automating their workflow by preventing repetitive tasks. It also helps sales managers to cplaborate with their team members by sharing important information about their customers that they possess via Microsoft Dynamics 365 Business Central. Users can also take advantage of the integrated spution to improve their overall productivity while supporting their sales process.

    References:

    The process to integrate Microsoft Dynamics 365 Business Central and Freshsales 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.