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Customerly + Microsoft Dynamics CRM Integrations

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

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

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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
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Best ways to Integrate Customerly + Microsoft Dynamics CRM

  • Customerly Microsoft Dynamics CRM

    Customerly + Microsoft Dynamics CRM

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

    Customerly + Microsoft Dynamics CRM

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

    Customerly + Microsoft Dynamics CRM

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

    Customerly + Microsoft Dynamics CRM

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

    Customerly + Microsoft Dynamics CRM

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new 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 Opportunity

    Creates a new Opportunity.

How Customerly & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Customerly and Microsoft Dynamics CRM

Customerly

Customerly is an small business marketing platform that is designed to help small businesses with inbound marketing. The Software was developed in late 2011 by Kevin Leavitt in cplaboration with Christopher Davis, Ryan Bowman, and Sean McCauley. The idea behind this product was to make it easy for marketing directors to manage marketing campaigns.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software developed by Microsoft. It is used to manage client relationships of an organization including activities like customer service, sales, marketing etc.

Integration of Customerly and Microsoft Dynamics CRM

Customerly integrates with Microsoft Dynamics CRM to provide marketers with a single source of truth for all their data. The integration allows marketers to leverage the strength of customer data stored in the CRM to execute campaigns on the Customerly platform. The integration provides full visibility into what is happening on both platforms so that the marketer can act quickly. For example, say you are running an email campaign through Customerly. You can see who has opened your email or who has clicked on it, through the integration even while you are doing something else like updating data in the CRM. This is because the integration allows you to see what has happened without any additional effort. You can also use the integration to synchronize data between the two platforms. For example, if you update the contact information of a customer in the CRM, you can sync this data with Customerly so that it appears there as well. With this integration, you do not have to manually enter new information or update outdated information on both platforms; instead, everything is automatically updated in both systems. So if you want to update your database with new names or phone numbers or any other information, you can easily do so without worrying about writing the same information again in a different place.

Benefits of Integration of Customerly and Microsoft Dynamics CRM

By integrating Customerly and Microsoft Dynamics CRM, marketers get a number of benefits. Some of these benefits include:

The ability to manage multiple campaigns from a single platform. When you have multiple campaigns for each campaign type, it becomes difficult to manage them from a single platform. In such cases, it becomes necessary to switch back and forth between different platforms. However, when you integrate Customerly and CRM, you only need one platform to manage your campaigns for different types. This helps you save time and effort in managing campaigns across different platforms.

Easy tracking of sales pipeline in one place. If you have multiple sales initiatives in motion in your company, it can be difficult to track all of them from a single place. In such cases, you may need to switch back and forth from one application to another or from one screen to another, depending on what you are looking for. However, when you integrate Customerly and CRM, you only need one platform to track all your sales initiatives in one place. This way you can easily stay on top of your leads and ensure that nothing falls through the cracks.

Easier reporting and analytics using one system. When you integrate Customerly and CRM, you no longer need to search for data from two different sources and then combine them before you get meaningful insights and reports. Instead, everything will be available at your fingertips in one place. This makes your reporting process much easier and more efficient than before.

The process to integrate Customerly 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.