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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

Appy Pie Chatbot is a powerful and easy-to-use no-code chatbot builder. It helps you make your own chatbots for your business with minimum effort.

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.

  • New Task

    Triggers when a new task 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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 is a customer relationship management program which helps in improving the relationship with the customers and also gives an insight regarding the existing customers (Gorantla, 2017. The program is mainly used by organizations to manage their customer information and provide proper support to the customers. Microsoft Dynamics CRM has gained popularity over the years due to the features it provides and the various improvements that are made to it year after year.

Appy Pie Chatbot is a self-service chatbot builder which allows people to create various kinds of chatbots in minutes. Since it is a self-service chatbot builder it is easy to use, has templates, and allows you to change your chatbot any time you want. Appy Pie Chatbot is a great top for businesses since it allows people to easily create engaging and interactive chatbots. It is a good top for companies looking for a cost effective way to engage their customers.

Integration of Microsoft Dynamics CRM and Appy Pie Chatbot

The integration of Appy Pie Chatbot with Microsoft Dynamics CRM can be done through Appy Pie’s Botanical API. This API can be integrated using webhooks. Webhooks allow you to post messages from one place to another. This integration allows companies to integrate Appy Pie Chatbot with Microsoft Dynamics CRM and use Appy Pie’s Botanical API to create a bot for Microsoft Dynamics CRM. It makes it easier for businesses looking for ways to better serve their customers.

Benefits of Integration of Microsoft Dynamics CRM and Appy Pie Chatbot

The benefits of integrating Microsoft Dynamics CRM and Appy Pie Chatbot include:

· It allows companies to offer good customer service while also increasing the sales of their products. They can also spve customer queries faster by allowing them to interact with a chatbot instead of having to go through other methods to spve their issues.

· It increases the engagement of the customers with the company. Through this integration, customers can interact with the chatbot without having to wait for the agents to reply to them. This increases the chances of conversion since customers do not need to wait for long periods of time before they get their issues spved.

· It increases productivity since business owners do not need to hire extra employees to help them with the tasks they want the chatbots to do. This saves a lot of money and speeds up the process of handling customer queries.

Through this integration, companies can offer faster customer service, increase employee productivity, and save a lot of money in the process. Companies can also easily scale up their business without having to hire more employees or pay extra money on marketing activities. This integration between Microsoft Dynamics CRM and Appy Pie Chatbot has many benefits for both the company and the customers.

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.