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Microsoft Dynamics CRM + Appy Pie Chatbot Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Appy Pie Chatbot

Create chatbot for customer service, sales, and marketing using Appy Pie free chatbot Builder software. Learn how to create a chatbot in 3 easy steps & build your own conversational AI chatbots

Appy Pie Chatbot Integrations

Best ways to Integrate Microsoft Dynamics CRM + Appy Pie Chatbot

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Appy Pie Chatbot + Microsoft Dynamics CRM

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

    Appy Pie Chatbot + Microsoft Dynamics CRM

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

    Appy Pie Chatbot + Microsoft Dynamics CRM

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

    Appy Pie Chatbot + Microsoft Dynamics CRM

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

    Appy Pie Chatbot + Microsoft Dynamics CRM

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

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

    Actions
  • 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 Microsoft Dynamics CRM & Appy Pie Chatbot Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Appy Pie Chatbot 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 Microsoft Dynamics CRM to Appy Pie Chatbot.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Appy Pie Chatbot

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management (CRM. product that allows users to manage and track interactions with prospects and customers. The system helps a business integrate activities related to sales, marketing, customer service, technical support, and operations.

Microsoft Dynamics CRM is available as a set of modules designed for specific industries, such as healthcare, retail, and professional services. Additional industry-specific functionality is available through the AppSource marketplace.

Microsoft Dynamics CRM is also available in hosted form as Microsoft Dynamics CRM Online.

Appy Pie Chatbot?

Appy Pie Chatbot is an intelligent chatbot builder for creating chatbots for messaging platforms like Facebook Messenger, Google Assistant, Kik or Telegram.

Integration of Microsoft Dynamics CRM and Appy Pie Chatbot

This integration connect Appy Pie Chatbot with the Microsoft Dynamics CRM platform. You can use the integrated spution to add new leads automatically to your CRM platform when they are added to your chatbot. Additionally, you can create segments in your CRM platform based on his/her preferences. Also you can send targeted messages to your leads in your chatbot through a simple interface.

Benefits of Integration of Microsoft Dynamics CRM and Appy Pie Chatbot

As an Appy Pie developer, you will be able to customize your chatbot to meet your needs seamlessly. For example, if you need to add custom fields in the CRM platform, you can simply do it by integrating an external cloud platform through Appy Pie Chatbot. You will not have to worry about the security of your data because it will be secured by the end-to-end encryption provided by Appy Pie Chatbot.

The process to integrate Microsoft Dynamics CRM and Appy Pie Chatbot 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.