Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
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.Microsoft Dynamics CRM Integrations
Pipedrive + GmailSend Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
Pipedrive + SlackReceive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
Pipedrive + TwitterAdd Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
Pipedrive + SalesforceCreate Leads on Salesforce for New Pipedrive People Read More...
It's easy to connect Pipedrive + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new person is added.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
In this article I am going to describe the integration of Pipedrive and Microsoft Dynamics CRM. First, I am going to briefly introduce both applications. Then, I am going to explain in details how they are integrated. Finally, I am going to discuss the benefits of this integration.
Microsoft Dynamics is a complete business management platform which integrates sales, marketing, customer service and financials. It consists of many different applications such as Microsoft CRM (Customer Relationship Management), Microsoft ERP (Enterprise Resource Planning), etc. There are many different versions of Microsoft Dynamics such as Microsoft Dynamics AX, Microsoft Dynamics GP (Great Plains), Microsoft Dynamics NAV (Navision), etc.
Pipedrive is a sales management software designed for companies that have more than one salesperson or sales team. It allows users to manage their sales pipeline, leads, prospects and contacts. Pipedrive can be used to manage sales processes in ways that are suitable for the needs of every company. It can be used for scenario-based sales processes for companies with multiple sales channels such as physical stores and online stores. Pipedrive helps users to track their call logs, emails, meetings and fplow-ups. It also features integrations with popular accounting software such as QuickBooks.
The integration of Pipedrive with Microsoft Dynamics CRM brings some benefits such as:
Data Import – Users can import their contact list from Microsoft Dynamics CRM into Pipedrive. This way they do not have to enter the data twice. Also, when new data is added to the CRM it will be automatically synchronized with Pipedrive.
– Users can import their contact list from Microsoft Dynamics CRM into Pipedrive. This way they do not have to enter the data twice. Also, when new data is added to the CRM it will be automatically synchronized with Pipedrive. Social Engagement – Users can also interact with contacts on social networks such as Facebook and Twitter right from within Pipedrive. They can send messages or update their status from within Pipedrive. Also, they can monitor their social media activity using Pipedrive.
– Users can also interact with contacts on social networks such as Facebook and Twitter right from within Pipedrive. They can send messages or update their status from within Pipedrive. Also, they can monitor their social media activity using Pipedrive. Enhanced Reporting – The integration of Pipedrive with Microsoft Dynamics CRM provides enhanced reporting capabilities because data from both applications is combined into one single report.
The process to integrate Pipedrive and Microsoft Dynamics CRM 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.