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.
Intelligent projects, tasks and time tracking for your project business.
awork IntegrationsMicrosoft Dynamics CRM + awork
Search Projects in awork when New Contact is created in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + awork
Create Client to awork from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + awork
Search Users by Email in awork when New Contact is created in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + awork
Create Project to awork from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + awork
Create Project Task to awork from New Contact in Microsoft Dynamics CRM Read More...It's easy to connect Microsoft Dynamics CRM + awork without coding knowledge. Start creating your own business flow.
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.
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Triggers when a new time entry is created.
Triggers when a time entry is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Creates a new client.
Creates a new project.
Creates a new project task.
Search Users by Email (IN this, we get all projects now we will apply filter for project name)
Finds a user by email (in this for now we fetch all users apply filter remain)
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.