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Appy Pie Chatbot + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Appy Pie Chatbot

Appy Pie Chatbot is a powerful and easy-to-use no-code chatbot builder. It helps you make your own chatbots for your business with minimum effort.

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
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best ways to Integrate Appy Pie Chatbot + Microsoft Dynamics CRM

  • Appy Pie Chatbot Microsoft Dynamics CRM

    Appy Pie Chatbot + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chat
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Appy Pie Chatbot Microsoft Dynamics CRM

    Appy Pie Chatbot + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chat
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Appy Pie Chatbot Microsoft Dynamics CRM

    Appy Pie Chatbot + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chat
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Appy Pie Chatbot Microsoft Dynamics CRM

    Appy Pie Chatbot + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chat
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Appy Pie Chatbot Microsoft Dynamics CRM

    Appy Pie Chatbot + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chat
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Appy Pie Chatbot {{item.actionAppName}}

    Appy Pie Chatbot + {{item.actionAppName}}

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

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

    Triggers
  • New Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

  • 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.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • 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 Opportunity

    Creates a new Opportunity.

How Appy Pie Chatbot & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Appy Pie Chatbot 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 Appy Pie Chatbot to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Appy Pie Chatbot and Microsoft Dynamics CRM

Appy Pie Chatbot

Appy Pie Chatbot is an interactive chatbot or artificial intelligence that allows users to interact with it in a natural way and also performs a specific action or tasks. It is a new platform launched by Appy Pie to create amazing chatbots. The best thing about this chatbot is that it is not just restricted to Facebook Messenger, but the chatbot can be integrated with various messaging platforms such as WhatsApp, Skype, Slack and many others. The chatbots created over Appy Pie Chatbot can be used for any purpose such as e-commerce automation, customer support, lead generation, marketing, sales and many more.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a cloud based business application which is used for managing customer data and relationships. It provides a complete view of the customer data and makes work easy for the sales team. The sales team can easily access all the information from their own system and make the most of it. The different modules of Microsoft Dynamics CRM are Sales, Customer Service, Marketing, Field Service and Project Service Automation.

Integration of Appy Pie Chatbot and Microsoft Dynamics CRM

The integration of Appy Pie Chatbot and Microsoft Dynamics CRM will allow users to interact with the chatbot in a very faster and effective way. The chatbot can be directly integrated with Microsoft Dynamics CRM to fetch customer data and create a meaningful conversation with the user. With this integration, the users will not only get the information they need but also get it on time. This will increase the overall productivity of the sales team. The fplowing are some of the benefits of integration of Appy Pie Chatbot and Microsoft Dynamics CRM:

  • Authority- Appy Pie has a huge library of templates to build chatbot according to the requirements of the clients. This will help in increasing the authority of the company as users will get maximum information from them. Also, it will enhance the image of the company as it will show that they have well knowledge about their industry.
  • Easy conversion- By integrating Appy Pie Chatbot and Microsoft Dynamics CRM, it will be easier for the users to convert visitors into leads. The users will have everything at one place so that they can convert visitors into leads instantly. There will be no time lag in converting visitors into leads.
  • Better communication- The integration of Appy Pie Chatbot and Microsoft Dynamics CRM will help in enhancing communication between customers as they can easily get information they want to know. They don’t have to wait for an agent to answer their questions; they can directly ask their questions to a chatbot. This will save a lot of time for both parties as they won’t have to wait for long hours to get the answers they want. Also, if the chatbot is not able to answer any question then a human agent can take care of it. So, it will be easy for both humans and chatbots to communicate with each other.
  • Improved sales- The integration of Appy Pie Chatbot and Microsoft Dynamics CRM will help in improving sales by making it simple for users to complete their purchases without any trouble. There will be no delays in complete purchase orders. Thus, it will save a lot of time for both sides invpved in the process. This will make it easier for users to spend money on purchasing products or services from your site or store.
  • Better customer service- The integration of Appy Pie Chatbot and Microsoft Dynamics CRM will allow users to get all the information from a single place so that they do not have to navigate through different websites or applications while trying to find answers to their questions. This will save a lot of time for users as they won’t have to go through different websites or applications to find answers to their questions. Moreover, they will also be satisfied with getting all answers at one place instead of visiting different sites or applications just to get answers. This will enhance better customer satisfaction which will ultimately help in improving customer loyalty towards your brand or company.
  • 24/7 customer service- The integration between Appy Pie Chatbot and Microsoft Dynamics CRM will help in providing 24/7 customer service without any interruption in service delivery. If there are any issues on either end then both systems can handle it easily without any loss in service delivery. This will help in maintaining good customer experience as customers won’t need to wait for hours to get their issues respved. Also, this will help in building trust among customers as they know that you are providing them with 24/7 customer service. Thus, they will feel secure and safe while doing transactions on your website or store. In addition to all this, it will also save money on hiring extra employees and paying them extra salary as they can perform their duties as per requirement of your business without any hassle.
  • Lesser manual work- With integration of Appy Pie Chatbot and Microsoft Dynamics CRM, you can easily automate most of your business processes so that you don’t need extra employees to do paperwork manually for you. This saves time for employees as well as time for you because you don’t need to spend money on hiring extra people for doing simple tasks for you. You can easily automate all your business processes using tops available at Appy Pie Chatbot without hiring more people so that you don’t need to pay more salary every month.
  • Easy management- With integration of Appy Pie Chatbot and Microsoft Dynamics CRM, it will become easier for you to track data and manage information related to business processes like customer support, leads generation, sales etc. So, you can easily track how well your business is performing over different channels like emailing, social media marketing etc. It also allows you to track what your competitors are doing as well so that you can keep up with them when it comes to customer support services or lead generation strategies etc. Also, if you are looking for new channels to improve your sales then integration of Appy Pie Chatbot and Microsoft Dynamics CRM is going to help you do that in an effective manner so that there are no losses incurred during trial and error approach used by many companies when starting their online businesses today. This helps them reduce costs by cutting off unnecessary expenses that are incurred when trying out different things without knowing whether those things are useful or not. Thus, it helps you in saving money which otherwise would have been wasted on trial and error approach used by many companies today when starting out their online businesses without knowing whether those things are useful or not. So, this makes it easier for companies to start out their online businesses without worrying about waste of time and money due to trial and error approach used by many companies today when starting out their online businesses without knowing whether those things are useful or not.
  • Better understanding- Integration of Appy Pie Chatbot and Microsoft Dynamics CRM offers better understanding between customers and businesses which increases customer satisfaction level which eventually enhances customer loyalty towards your brand or company which is a win-win situation for both parties invpved in the process – customers and businesses alike! Customers are happy because they get what they want when they want it and businesses are happy because they get higher revenues due to increasing customer loyalty towards their brands or companies which they normally would not have got had there been no integration of Appy Pie Chatbot and Microsoft Dynamics CRM! So, everyone wins! Isn’t that great? 🙂
  • Greater transparency- Integration of Appy Pie Chatbot and Microsoft Dynamics CRM helps businesses increase transparency towards their customers so that customers don’t have to worry about losing their hard earned money due to fraudulent activities carried out by such businesses! Thus, integrating Appy Pie Chatbot and Microsoft Dynamics CRM offers better transparency which helps increase customers’ trust towards your brand or company which again is a win-win situation for both parties invpved in the process – customers and businesses alike! Customers are happy because they get what they want when they want it with minimum delays caused during transaction due to lack of transparency which they often encounter while dealing with untrustworthy businesses! And businesses are happy because they get higher revenues due to increasing customer loyalty towards their brands or companies which they normally would not have got had there been no integration of Appy Pie Chatbot and Microsoft Dynamics CRM! So, everyone wins! Isn’t that great? 🙂
  • Reduced errors- Integration of Appy Pie Chatbot and Microsoft Dynamics CRM helps reduce errors committed during transactions thereby reducing losses incurred during transactions by approximately 90% compared to traditional transactions carried out over traditional systems! So, customers are happy because there are less chances of erroneous transactions being carried out by businesses which

The process to integrate Appy Pie Chatbot 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.