ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.
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.
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It's easy to connect ChargeDesk + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when a charge is created or imported.
Triggers when a charge fails.
Triggers when a charge is updated.
Triggers when a new customer is created.
Triggers when a customer is updated.
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 account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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