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Microsoft Dynamics CRM + Blesta Integrations

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

  • 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 Blesta

Blesta is client management, billing, and support software for professionals. Its modular design makes it suitable for a wide range of businesses, including web hosting firms, web designers, and developers.

Blesta Integrations

Best ways to Integrate Microsoft Dynamics CRM + Blesta

  • Microsoft Dynamics CRM Blesta

    Microsoft Dynamics CRM + Blesta

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

    Microsoft Dynamics CRM + Blesta

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

    Microsoft Dynamics CRM + Blesta

    Update User in Blesta when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Blesta Update User
  • Microsoft Dynamics CRM Blesta

    Microsoft Dynamics CRM + Blesta

    Delete User in Blesta when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Blesta Delete User
  • Microsoft Dynamics CRM Blesta

    Microsoft Dynamics CRM + Blesta

    Create Calendar Event to Blesta from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Blesta Create Calendar Event
  • 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 + Blesta in easier way

It's easy to connect Microsoft Dynamics CRM + Blesta 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 Calendar Event

    Triggers when a new calendar event is created.

  • New Invoice

    Triggers when a new invoice is created.

    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.

  • Create Calendar Event

    Creates a new calendar event.

  • Create Invoice

    Creates a new invoice.

  • Create User

    Creates a new user.

  • Delete Calendar Event

    Deletes an existing calendar event.

  • Delete User

    Deletes an existing user.

  • Update Calendar Event

    Updates an existing calendar event.

  • Update User

    Updates an existing user.

How Microsoft Dynamics CRM & Blesta 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 Blesta 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 Blesta.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Blesta

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. software used by businesses to carry out a range of operations including managing contacts, clients, leads, and vendors. It also allows users to track these contacts and manage the data related to them.

Blesta

Blesta is a web application that is designed for project cplaboration. It provides features such as time tracking, task management, project management, and many more. It also offers the option to its users to save projects in their cloud storage space.

Integration of Microsoft Dynamics CRM and Blesta

Integrating Microsoft Dynamics CRM and Blesta allows users to merge data from both business applications and use it to do many important tasks. For instance, if a user needs to create a project in Blesta, he/she can easily copy the same project from Microsoft Dynamics CRM and paste it in Blesta. This will help save a lot of time. Similarly, if a user wishes to add a contact in Blesta, he/she can add that contact from Microsoft Dynamics CRM and then edit it in Blesta. The integration of the two apps will save time when managing projects.

Benefits of Integration of Microsoft Dynamics CRM and Blesta

There are many benefits of integrating Microsoft Dynamics CRM and Blesta including:

  • Easy sharing of information. With the integration of the two apps, users can share information between projects easily and quickly. This will be especially useful when it comes to sharing contact details and other crucial data. This feature will save a lot of time for all users.
  • Increased productivity. Users can also get an increased level of productivity when they use both Microsoft Dynamics CRM and Blesta together. This is because they will be able to save time on various tasks including creating new projects, adding contacts, etc.
  • Better communication with clients. The integration of the two apps also allows users to have better communication with clients, which is very important in any type of business arrangement. They can easily communicate with clients regarding their projects using Blesta. For example, they can send out mails regarding their meetings with clients or send out invitations for meetings directly from Blesta. With this feature, they can make sure that they are always communicating with their clients effectively without wasting too much time on unnecessary activities.

In conclusion, integrating Microsoft Dynamics CRM and Blesta can be very beneficial for companies looking to increase their productivity while saving on costs. These two apps can be integrated easily using some simple steps that are explained in detail here at www.blestarystemsputions.com/blog/blesta-integration-with-crm-software/.

The process to integrate Microsoft Dynamics CRM and Blesta 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.