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ConvertKit + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

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

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Best ways to Integrate ConvertKit + Microsoft Dynamics CRM

  • ConvertKit Microsoft Dynamics CRM

    ConvertKit + Microsoft Dynamics CRM

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

    ConvertKit + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • ConvertKit Microsoft Dynamics CRM

    ConvertKit + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • ConvertKit Microsoft Dynamics CRM

    ConvertKit + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    ConvertKit New Subscriber
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • ConvertKit Microsoft Dynamics CRM

    ConvertKit + Microsoft Dynamics CRM

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

    ConvertKit + {{item.actionAppName}}

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

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

    Triggers
  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

  • 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
  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

  • 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 ConvertKit & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of ConvertKit and Microsoft Dynamics CRM

In the world of social media marketing, there are some ways to help you reach your strategy and goals. One of them is by using a conversion-focused email service and marketing automation platform.

ConvertKit is an email service provider that has been around for over 5 years. It is one of many email services providers on the market that focuses on getting people to convert. When it comes to making money, conversions are important because they make you money. Without them, you do not make any money.

Microsoft Dynamics CRM is a marketing automation platform that comes from the creators of the Office Suite of tops. It provides a way for people to manage customer information and interactions in one place. By using both email and marketing automation together, you can get a more comprehensive and successful marketing and sales strategy than ever before.

Integration of ConvertKit and Microsoft Dynamics CRM

The main way that you integrate ConvertKit and Microsoft Dynamics CRM is by connecting them together. Once they are connected, you can send emails through ConvertKit and get more out of your marketing automation system than ever before. Here are some things to keep in mind when you are trying to connect them together:

  • You need to have a premium account with both so that they can communicate with each other. This is what allows you to send emails to your customers and even manage your leads and contacts within the software. Having a basic level account with either one will not allow you this kind of integration.
  • You need to use the SendGrid SMTP server as your outgoing mail server. If you do not use SendGrid, you will not be able to send emails from within ConvertKit. This is something that our support team will help set up for you if you need any assistance.
  • You need to link your ConvertKit account to Microsoft Dynamics CRM. To do this, go to the ConvertKit dashboard and click on Integrations. On the left side menu, go to Connections and then click on Microsoft Dynamics CRM and fplow the instructions from there.

Benefits of Integration of ConvertKit and Microsoft Dynamics CRM

There are many benefits that come from integrating ConvertKit and Microsoft Dynamics CRM. Here are just a few of those benefits:

  • Track email opens and clicks – There are very few kinds of integrations between email services and marketing automation platforms, so it may seem like this would not be possible without doing it yourself or hiring someone to do it for you. When you connect ConvertKit and Microsoft Dynamics CRM, you can track all of these things in a matter of minutes because they already have a large amount of tracking built into their systems already.
  • Create conditional triggers – Conditional triggers allow you to manage your marketing automation system based on the actions that were taken by your customers. In this case, you can create a trigger that sends an email after someone opens an email from Microsoft Dynamics CRM or from ConvertKit. Then, you can create a fplow-up action based on what was done from the trigger email. For example, if someone clicks on a link from the trigger email, they might be interested in a specific product or service that you offer. You can then send a fplow-up email about that product or service specifically to that individual person. If someone does not click on anything from the trigger email, then they may not have been interested in what was being offered in the first place, so you can move on to different people who may be interested instead.

The process to integrate ConvertKit 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.