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Apptivo + Microsoft Dynamics CRM Integrations

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

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About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate Apptivo + Microsoft Dynamics CRM

  • Apptivo Microsoft Dynamics CRM

    Apptivo + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Apptivo Microsoft Dynamics CRM

    Apptivo + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Apptivo Microsoft Dynamics CRM

    Apptivo + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Apptivo Microsoft Dynamics CRM

    Apptivo + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Apptivo Microsoft Dynamics CRM

    Apptivo + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + Microsoft Dynamics CRM in easier way

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • 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 Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Apptivo & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Apptivo and Microsoft Dynamics CRM

Apptivo and Microsoft Dynamics CRM. Integration and Benefits

Introduction:

Apptivo is a cloud-based customer relationship management software. Their software is hosted in the cloud and can be accessed via web browser or mobile application. Apptivo can be integrated with other software such as Salesforce, SugarCRM, NetSuite, and Microsoft Dynamics CRM Online. Due to its ease of use and simplicity, it has gained popularity among organizations.

Integration between Apptivo and Microsoft Dynamics CRM:

Apptivo and Microsoft Dynamics CRM can be integrated through their respective web services. The web services enable the software to communicate with each other. Usually, the data from Apptivo is exported as XML files to Microsoft Dynamics CRM. These XML files contain the information related to the contacts, accounts, activities, opportunities, etc. Once the data are imported into Microsoft Dynamics CRM, they are available for use.

Benefits of integration between Apptivo and Microsoft Dynamics CRM:

The benefits of integration between Apptivo and Microsoft Dynamics CRM are as fplows:

Automation of tasks. When there is integration between Apptivo and Microsoft Dynamics CRM, tasks are automated. For example, if there is an appointment scheduled in Apptivo, then it will automatically appear in Microsoft Dynamics CRM. Hence, no manual input of date details is required.

Ensures accuracy of data. When there is interaction between the two applications, data are accurate. The integration helps in ensuring that the data are not duplicated. Duplication of data is one of the main reasons for data inconsistencies.

Improved communication between departments. Integration of Apptivo and Microsoft Dynamics CRM ensures communication between different departments. For instance, when there is integration between these two applications, the sales department is able to access deals created by the deals department. Hence, communication between them is improved.

Integration of Apptivo and Microsoft Dynamics CRM

Apptivo integrates with Microsoft Dynamics CRM via Web Services. Web services are used for communication between these two applications. An Apptivo developer connects to the WSDL of the Dynamics CRM web service using one of two technpogies – SOAP or RESTful APIs. The fplowing steps are invpved in this process:

Step 1. Using the SOAP APIs or RESTful APIs, customers can create or modify any entity in Apptivo by interacting with the app’s web services. This includes creating new customers, contacts, companies, accounts, opportunities, activities, etc. It also includes updating the existing customers, contacts, companies, accounts, opportunities, activities, etc. Step 2. Customers can create additional entities (e.g., product, service line. or custom entities (e.g., newsletter signup. through the app’s web service if they do not exist in Apptivo already Step 3. Customers can search for entities (e.g., customers. in Apptivo using the app’s web service Step 4. Customers can retrieve additional entities (e.g., products. or custom entities (e.g., newsletter signup. using the app’s web service if they do not exist in Apptivo already Step 5. Customers can update any entity in Apptivo through the app’s web service (provided that there is a relationship between Apptivo and CRM entities. Step 6. Customers can search and retrieve entities (e.g., contacts. in CRM through the app’s web service (provided that there is a relationship between Apptivo and CRM entities. Step 7. Customers can search and retrieve entities (e.g., opportunities. in CRM through the app’s web service (provided that there is a relationship between Apptivo and CRM entities. Notice that all entities in CRM can be searched by default; however, only entities that have a relationship with Apptivo can be retrieved by default Step 8. Customers can map fields between Apptivo and CRM entities and manage field mapping rules and field mapping history Step 9. Customers can search for relationships between Entities across both systems Step 10. Customers can create new Entities in Apptivo that have a relationship with Entities in CRM or search for Entities in CRM that have a relationship with Entities in Apptivo Step 11. Customers can search for Entities in CRM that have a relationship with Entities in Apptivo Step 12. Customers can delete Entities from both systems at once Step 13. Customers can search for custom fields across both systems Step 14. Customers can create new custom fields in Apptivo that have a relationship with custom fields in CRM or search for custom fields in CRM that have a relationship with custom fields in Apptivo Step 15. Customers can search for custom fields across both systems Step 16. Customers search for custom field mappings using the app’s web service Step 17. Customers create new rules using the app’s web service that determine how records from one system should be updated when there is a change in another system Step 18. Customers can add relationships between Entities across both systems Step 19. Customers can remove any Entity from either system at once Step 20. Customers can rename Entities across both systems

Benefits of Integration of Apptivo and Microsoft Dynamics CRM

The process to integrate Apptivo 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.