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Microsoft Dynamics 365 Business Central + SharpSpring Integrations

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

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 SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

SharpSpring Integrations

Best Microsoft Dynamics 365 Business Central and SharpSpring 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 Google Sheets

    SharpSpring + Google Sheets

    Create new rows on Google Sheets for new SharpSpring leads Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Are you looking for the most efficient approach to keep track of all of your SharpSpring leads? Set up this SharpSpring Google Sheets integration to establish a consistent and automated connection with an old-fashioned spreadsheet. It will then upload the details for each new SharpSpring lead to a new row on Google Sheets, allowing it to follow each one flawlessly from there.
    How This SharpSpring -Google Sheets Integration Works
    • A new lead is created on SharpSpring
    • Appy Pie Connect creates a new row on Google Sheets.
    What You Need
    • SharpSpring account
    • Google Sheets account
  • Microsoft Dynamics 365 Business Central Todoist

    SharpSpring + Todoist

    Create Todoist tasks for new SharpSpring leads Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Lead
     
    Then do this...
    Todoist Create Task
    Are you having trouble ensuring that your Todoist team can handle all of the new lead action items? To help automate the connection and ensure your efficiency, use the SharpSpring Todoist integration. Once active, it will automatically add a new task to Todoist for each new lead you add to SharpSpring, bringing in all the necessary information.
    How This SharpSpring - Todoist Integration Works
    • A new lead is created on SharpSpring
    • Appy Pie Connect creates a new task on Todoist.
    What You Need
    • SharpSpring account
    • Todoist account
  • Microsoft Dynamics 365 Business Central Google Tasks

    SharpSpring + Google Tasks

    Create tasks in Google Tasks from new SharpSpring opportunities Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Opportunity
     
    Then do this...
    Google Tasks Create Task
    Do you want to ensure that your team handles all of the tasks related with fresh opportunities? Using this SharpSpring and Google Tasks integration, any new SharpSpring opportunity will immediately generate a Google Tasks task. Set up this integration and make sure you each lead is followed promptly.
    How This SharpSpring – Google Tasks Integration Works
    • A new opportunity is created on SharpSpring
    • Appy Pie Connect creates a new task on Google Tasks.
    What You Need
    • SharpSpring account
    • Google Tasks account
  • Microsoft Dynamics 365 Business Central Google Tasks

    {{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 + SharpSpring in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + SharpSpring 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 Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

How Microsoft Dynamics 365 Business Central & SharpSpring 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 SharpSpring as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SharpSpring 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 SharpSpring

  • Microsoft Dynamics 365 Business Central?
  • Microsoft Dynamics 365 Business Central is the next generation of business applications that will help businesses to manage their entire business operations in one single platform. It enables you to work in an integrated way, providing key functionalities like customer relationship management (CRM), enterprise resource planning (ERP), field service management, and many more. It also helps you in building in-depth insights in your customer’s behavior, in order to provide them with the best possible experience.

  • SharpSpring?
  • SharpSpring is a marketing automation software that helps businesses to deliver personalized content to their customers through email, social media, and other channels. It allows you to create targeted campaigns that can encourage your customers to purchase your products or services. It also enables you to create landing pages, built surveys, and much more. It enables you to identify who your ideal customers are, how they interact with your brand, and what kind of content appeals to them.

  • Integration of Microsoft Dynamics 365 Business Central and SharpSpring
  • Because of the integration of SharpSpring with Microsoft Dynamics 365 Business Central, businesses can now send emails, manage campaigns, and monitor customer engagement across different channels like social media instantly. They can also survey their customers on the latest products and services that they offer.

  • Benefits of Integration of Microsoft Dynamics 365 Business Central and SharpSpring
  • Integration of these two applications enables businesses to understand their customer’s behavior, which helps them in making appropriate decisions. This integration helps businesses to improve their customer retention rates by understanding what their customers want, where they want it, and when they want it. The fplowing are some of the benefits that this integration provides:

    • A strong customer experience that can keep your customers happy
    • Improved customer retention rates by understanding their wants and needs
    • Ability to reach out to new customers through targeted marketing activities
    • Empowering employees with the right tops for effective customer engagement

    By integrating Microsoft Dynamics 365 Business Central with SharpSpring, you can greatly enhance your business operations. You will be able to simplify your work by using one unified platform with multiple functionalities. This process will also help you in increasing your customer satisfaction levels.

    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.