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.
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
Blesta + Microsoft Dynamics CRMCreate Lead to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
Blesta + Microsoft Dynamics CRMCreate Account to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
Blesta + Microsoft Dynamics CRMCreate Contact to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
Blesta + Microsoft Dynamics CRMCreate Opportunity to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
Blesta + Microsoft Dynamics CRMCreate Case to Microsoft Dynamics CRM from New Invoice in Blesta Read More...
It's easy to connect Blesta + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when a new calendar event is created.
Triggers when a new invoice is created.
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.
Triggers when a new task is created.
Triggers when a lead is updated.
Creates a new calendar event.
Creates a new invoice.
Creates a new user.
Deletes an existing calendar event.
Deletes an existing user.
Updates an existing calendar event.
Updates an existing user.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
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 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.
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.
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.