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Integrate Blesta with Microsoft Dynamics CRM

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

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About Blesta

Blesta is client management, billing, and support software for professionals. Its modular design makes it suitable for a wide range of businesses, including web hosting firms, web designers, and developers.

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 Blesta + Microsoft Dynamics CRM

  • Blesta Integration Microsoft Dynamics CRM Integration

    Blesta + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
    Close
    When this happens...
    Blesta Integration New Invoice
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Blesta Integration Microsoft Dynamics CRM Integration

    Blesta + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
    Close
    When this happens...
    Blesta Integration New Invoice
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Blesta Integration Microsoft Dynamics CRM Integration

    Blesta + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
    Close
    When this happens...
    Blesta Integration New Invoice
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Blesta Integration Microsoft Dynamics CRM Integration

    Blesta + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
    Close
    When this happens...
    Blesta Integration New Invoice
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Blesta Integration Microsoft Dynamics CRM Integration

    Blesta + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
    Close
    When this happens...
    Blesta Integration New Invoice
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Blesta Integration {{item.actionAppName}} Integration

    Blesta + {{item.actionAppName}}

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

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

    Triggers
  • New Calendar Event

    Triggers when a new calendar event is created.

  • New Invoice

    Triggers when a new invoice is created.

  • 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
  • Create Calendar Event

    Creates a new calendar event.

  • Create Invoice

    Creates a new invoice.

  • Create User

    Creates a new user.

  • Delete Calendar Event

    Deletes an existing calendar event.

  • Delete User

    Deletes an existing user.

  • Update Calendar Event

    Updates an existing calendar event.

  • Update User

    Updates an existing user.

  • 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 Blesta & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Blesta 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 Blesta to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Blesta and Microsoft Dynamics CRM

Blesta

Blesta is an integrated Customer Relationship Management software that is made for small and medium-sized enterprises. It offers a complete package to manage and automate your business processes and improve your customer relations.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management product that can be used by small and large companies. It is a top that allows you to automate business processes and manage all your information online. The top can help both sales and support teams to provide better service, and it also helps with financial and marketing processes.

Integration of Blesta and Microsoft Dynamics CRM

Blesta and Microsoft Dynamics CRM can be integrated in several ways:

Blesta and Dynamics CRM can be integrated in terms of licensing. Both products can be licensed in one package and users can use and access both programs from one server. This way, there will be no need to buy licenses for each program separately. Salespeople, for example, can use Blesta when preparing for a meeting with a client, then they can create accounts and contacts in Dynamics CRM when meeting the client, and after that they can add notes about the meeting in Blesta.

Microsoft Dynamics CRM can be integrated into Blesta. You can link them together directly or create an integration of third-party applications with Blesta using the Microsoft Dynamics CRM SDK. This way, you can create custom fields for more detailed analysis of your data. For example, you may want to track different types of leads based on their stage of sales process. You can create custom fields in both applications for this purpose. Then, if you send leads to sales representatives, you can also assign them to sales stages. This way, sales representatives will see which leads are still at the initial stage of sales process while looking into Blesta. Such approach ensures that leads are always tracked according to their current status. Since both applications are integrated, the same leads will be automatically updated in both of them without any manual work being required.

Both systems have their own features that are worth mentioning. Blesta has more features designed specifically for small businesses. For example, there are functions for fplow-up calls, reminders, etc., while Microsoft Dynamics CRM offers more advanced features for managing bigger businesses. However, if you integrate both systems properly, you can get all the advantages of both products.

Benefits of Integration of Blesta and Microsoft Dynamics CRM

Integration of Blesta and Microsoft Dynamics CRM brings many benefits to small business owners:

The process to integrate Blesta 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.