Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
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
Customerly + Microsoft Dynamics CRMCreate Lead to Microsoft Dynamics CRM from New Lead in Customerly Read More...
Customerly + Microsoft Dynamics CRMCreate Account to Microsoft Dynamics CRM from New Lead in Customerly Read More...
Customerly + Microsoft Dynamics CRMCreate Contact to Microsoft Dynamics CRM from New Lead in Customerly Read More...
Customerly + Microsoft Dynamics CRMCreate Opportunity to Microsoft Dynamics CRM from New Lead in Customerly Read More...
Customerly + Microsoft Dynamics CRMCreate Case to Microsoft Dynamics CRM from New Lead in Customerly Read More...
It's easy to connect Customerly + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user 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.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new 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
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 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.
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.
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.