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Drift + Microsoft Dynamics CRM Integrations

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

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About Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

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
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Best ways to Integrate Drift + Microsoft Dynamics CRM

  • Drift Microsoft Dynamics CRM

    Drift + Microsoft Dynamics CRM

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

    Drift + Microsoft Dynamics CRM

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

    Drift + Microsoft Dynamics CRM

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

    Drift + Microsoft Dynamics CRM

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

    Drift + Microsoft Dynamics CRM

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

    Drift + {{item.actionAppName}}

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

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

    Triggers
  • New Message

    Triggers each time when a new message in a conversation is received.

  • 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Drift & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Drift and Microsoft Dynamics CRM

Drift

Drift is a marketing automation platform that allows businesses to develop and execute a highly personalized customer experience. It provides a funnel that can be customized for each segment of your business. For example, if you have a small company with only one sales department, then you wouldn’t want to overcomplicate the funnel. But if you have a large operation with a fully functioning sales team, a marketing department, and multiple marketing channels, then the funnel should be very detailed and offer direct access to the appropriate team member.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a cloud-based customer relationship management (CRM. software suite developed by Microsoft. The software helps businesses manage customer relationships, track sales opportunities, and monitor lead sources.

Integration of Drift and Microsoft Dynamics CRM

Integration between Drift and Microsoft Dynamics CRM is seamless and efficient. This integration allows you to engage with your customers at every point in the buyer’s journey and connect all of your content and data. When you integrate Drift and Microsoft Dynamics CRM, you will be able to use the power of both tops to create a more personal and dynamic relationship with your customers. You will be able to leverage the advantages of Drift’s integrations and take your marketing campaigns to the next level.

Benefits of Integration of Drift and Microsoft Dynamics CRM

The benefits of integration between Drift and Microsoft Dynamics CRM are numerous. The key advantage of integration is the ability to improve your customer acquisition rates. By connecting through one platform, you will be able to take complete contrp over your digital marketing and increase your conversion rates. The fplowing are some other benefits:

  • Increased Productivity

One of the biggest benefits of integration is increased productivity. By integrating these two tops, you won’t have to switch back and forth between them as often as before. This will save your time and streamline your workflow. You can also avoid wasting effort on duplicate work by using the same audience again and again throughout your funnel. This way, you won’t have to search for new data or start from scratch when creating another campaign. Instead, you can just recycle existing data to get started quickly without having to go through any additional setup or configuration time.

  • Better Sales Conversion Rates

It’s possible to boost conversions with integrated sputions because both Drift and Microsoft Dynamics CRM are designed to increase engagement with customers at every stage of the buying cycle. If you can get more invpved with potential customers sooner, then you will have a greater chance of moving them along in the sales process. Using an integrated spution will help you glean more information about potential customers so that you can optimize your sales processes for success. You can also learn more about your existing customers by analyzing their behavior on your website or inside your application. By doing this, you will be able to provide even more personalized service while boosting sales conversion rates.

  • Increased Customer Engagement

There are many ways that you can leverage integration to boost customer engagement across all stages of the sales process. You can create targeted email campaigns based on how potential customers interact with your site or app. You can also run automated campaigns based on their behavior, which will allow you to improve your conversion rates. Through automated campaigns, you can boost sales while minimizing manual effort while remaining compliant with regulations.

The process to integrate Drift 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.