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Zoho CRM + Microsoft Dynamics 365 Business Central Integrations

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

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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.

Microsoft Dynamics 365 Business Central Integrations

Best Zoho CRM and Microsoft Dynamics 365 Business Central Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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.

How Zoho CRM & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics 365 Business Central as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho CRM and Microsoft Dynamics 365 Business Central

Zoho CRM?

Zoho CRM is a business management software that is cloud based. It is used by companies to manage their customer relationship. This software is simple, easy to use and useful for small businesses. It has various features like Gmail integration, Salesforce integration, Facebook social media integration, etc. It is multi-lingual and supports multiple languages such as English, French, German, Italian, Spanish, Portuguese, Japanese, Chinese (simplified), Korean, Russian and Arabic. It also has integration with other Zoho products like Zoho Campaigns, Zoho Campaigns Mailer, Zoho Campaigns Manager, Zoho Desk, Zoho Invoice, etc. This software is quite helpful for managing your customer database, employee management database and sales process. Moreover, it has a feature called “Zoho Help” which allows you to ask questions to technical experts and get them spved in just a few minutes.

Microsoft Dynamics 365 Business Central?

Microsoft Dynamics 365 Business Central is a business management software offered by Microsoft. Microsoft has introduced Dynamics 365 Business Central because the previous version of Dynamics was quite complicated for even small businesses to use. Its interface is user-friendly and easy to use. It has various features like synchronisation with Office 365, Facebook social media integration, Gmail integration, Salesforce integration, etc. Moreover, it has a feature called “LinkedIn” which allows you to ask questions to technical experts and get them spved in just a few minutes.

Integration of Zoho CRM and Microsoft Dynamics 365 Business Central

Even though Microsoft Dynamics 365 Business Central is a powerful top to manage your business operations it lacks some features that are offered by Zoho CRM top. So integration of Zoho CRM and Microsoft Dynamics 365 Business Central can help achieve better results and spve any issues that arise while using these two tops separately.

By integrating the two tops you can enjoy benefits like:

Social media functionality – you can integrate the sales pipeline directly with social media accounts like LinkedIn and Facebook so that you can send direct communication to your clients directly from social media accounts. This will be very helpful while promoting your product on social media accounts without interrupting the work of your staff members or vice versa. You will not have to switch from one account to another account every time you want to post something on social media accounts. It will save a lot of time and will also engage your customers more on social media accounts thus increasing your sales rate.

Chat functionality – you can integrate the Zoho Desk chat with Microsoft Dynamics 365 Business Central so that you can ask questions about the product directly from Microsoft Dynamics 365 Business Central application without interrupting the work of your staff members or vice versa. It will save a lot of time and will also engage your customers more on social media accounts thus increasing your sales rate.

Synchronisation – you can sync all the CRM data stored in Zoho CRM with Microsoft Dynamics 365 Business Central so that you don’t have to enter the same data repeatedly in different applications. This will save a lot of time and will also provide accurate data which will enhance productivity a lot. Moreover, it will save much time while dealing with customers because all the information about them will be available in both applications at the same time with just one click. There will be no need to search for information in both applications separately every time.

Inventory management – you can integrate Zoho Inventory with Microsoft Dynamics 365 Business Central so that you can manage your inventory easily without interrupting the work of your staff members or vice versa. If you run a manufacturing company then this feature is really going to be helpful for you because it will save a lot of time and will also provide accurate data which will enhance productivity a lot. Moreover, it will save much time while dealing with customers because all the information about them will be available in both applications at the same time with just one click. There will be no need to search for information in both applications separately every time.

Benefits of Integration of Zoho CRM and Microsoft Dynamics 365 Business Central

  • Efficiency – you can improve the efficiency of your business because it will save a lot of time because there will be no need to search for same information in different applications every time. All the information about your employees and customers will be available at the same time with just one click on both applications. You can get benefit from this feature even if you are using just one of these applications for managing your business activities. But it will be more efficient when you use both applications simultaneously for managing your business activities. So integrating both applications together will definitely help increase productivity of your employees and also reduce working hours significantly.
  • Accuracy – accuracy of data is enhanced significantly because you don’t have to enter same data again and again in different applications because all the information about your employees and customers will be available at the same time with just one click on both applications. You can get benefit from this feature even if you are using just one of these applications for managing your business activities. But it will be more efficient when you use both applications simultaneously for managing your business activities. So integrating both applications together will definitely help increase productivity of your employees and also reduce working hours significantly.

The process to integrate Zoho CRM and Microsoft Dynamics 365 Business Central 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.