Integrate Microsoft Dynamics CRM with awork
Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and awork
- No code
- No Credit Card
- Lightning Fast Setup
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 awork
Intelligent projects, tasks and time tracking for your project business.
awork IntegrationsBest ways to Integrate Microsoft Dynamics CRM + awork
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Microsoft Dynamics CRM + awork
Search Projects in awork when New Contact is created in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
Search Projects
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Microsoft Dynamics CRM + awork
Create Client to awork from New Contact in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
Create Client
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Microsoft Dynamics CRM + awork
Search Users by Email in awork when New Contact is created in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
Search Users by Email
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Microsoft Dynamics CRM + awork
Create Project to awork from New Contact in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
Create Project
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Microsoft Dynamics CRM + awork
Create Project Task to awork from New Contact in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
Create Project Task
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Microsoft Dynamics CRM + awork without coding knowledge. Start creating your own business flow.
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New Account
Triggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when a new task is created.
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Updated Lead
Triggers when a lead is updated.
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New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
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New Time Entry
Triggers when a new time entry is created.
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Updated Time Entry
Triggers when a time entry is updated.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Note
Create Note
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Create Opportunity
Creates a new Opportunity.
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Update Case
Updates an existing case.
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Update Task
Updates an existing task
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Create Client
Creates a new client.
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Create Project
Creates a new project.
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Create Project Task
Creates a new project task.
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Search Projects
Search Users by Email (IN this, we get all projects now we will apply filter for project name)
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Search Users by Email
Finds a user by email (in this for now we fetch all users apply filter remain)
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How Microsoft Dynamics CRM & awork Integrations Work
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Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick awork as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Dynamics CRM to awork.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Microsoft Dynamics CRM and awork
Microsoft Dynamics CRM, which is currently used by over 5,000 businesses around the world, comes with an in-built marketing module that allows you to send bulk emails and SMSs. However, this feature can be enhanced with the help of awork. When you integrate these two applications together, they allow you to create marketing campaigns for your customers, manage all of their subscriptions and access information about them without leaving Microsoft Dynamics CRM.
While Microsoft Dynamics CRM has made managing customer data easily accessible, it lacks integration with other applications. Most of the companies use external applications along with Microsoft Dynamics CRM to make complex sales and marketing tasks easier. One such important application is awork, which allows you to send emails and SMSs to your leads, customers and subscribers. It also provides you with an option to create bulk email templates.
Integrating Microsoft Dynamics CRM and awork together will allow you to create email templates that can be sent automatically via Microsoft Dynamics CRM. You can then include crucial information that needs to be sent to the contacts, such as order numbers, tracking numbers, purchase dates, etc. Also, when you are using awork’s autoresponder feature, all of the information will be stored in one place so that it is easily accessible by the seller or the administrator.
Using this method will save you time and money while also increasing the number of successful lead conversions. This is because all of the data will be stored in one place and will be easily accessible to each person who needs it.
When you integrate Microsoft Dynamics CRM with awork, you can create efficient marketing campaigns that can be automatically executed through Microsoft Dynamics CRM. This will save you time, money and make your business more efficient.
The process to integrate Microsoft Dynamics CRM and awork 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.
