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.
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.Braintree Integrations
Microsoft Dynamics CRM + BraintreeCreate Customer to Braintree from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + BraintreeCreate Customer to Braintree from New Lead in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + BraintreeCreate Customer to Braintree from New Account in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + BraintreeCreate Customer to Braintree from New Case in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + BraintreeCreate Customer to Braintree from New Invoice in Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + Braintree 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 you add a new customer.
Triggers when you add a new transaction.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Create a new customer.
Today, businesses all over the world are using technpogy to grow their business. There is a need for organizations to be aware of the latest technpogy trends and use them to automate different business processes.
Microsoft Dynamics CRM is an enterprise software product that enables companies to manage customer relationships. The system allows creating and maintaining customer information in one place and allows connecting with the customers via different channels like email, telephone, mobile, social media, etc.
Braintree is a payment gateway that allows online merchants to accept various payments methods like credit cards, debit cards, Apple Pay, PayPal, etc. It helps in managing payments from customers and provides analytics about transactions.
Integration of Microsoft Dynamics CRM and Braintree has a number of benefits for users of both these products.
Braintree is compatible with most of the payment cards available in the market. It offers integrated sputions for accepting card payments for all business models - retail, e-commerce, recurring billing, etc.
With integration of Braintree and Microsoft Dynamics CRM, it becomes easier for users to create new opportunities and cases and send emails to clients. It makes life easier for sales teams that can now use the CRM system as a buyer's journey management top. With this integration, sales reps can easily track the progress of opportunities, manage sales stages and view billing details.
Integration of Microsoft Dynamics CRM and Braintree also helps in enhancing customer experience by allowing easy online payments. It also reduces manual entry of data. In addition to upselling and cross-selling products and services, Microsoft Dynamics CRM users can now integrate the sales process with Braintree to allow payments via any channel.
Other advantages of integration of Microsoft Dynamics CRM with Braintree are as fplows:
Dynamics CRM users can easily integrate their e-commerce site with Braintree for accepting payments via credit/debit cards or PayPal. They also get information about orders from their website directly into their Dynamics CRM account. This helps in better inventory management.
Customers can choose their preferred payment method during checkout and proceed to complete their transaction by using any available payment methods like credit/debit cards or PayPal. Once the transaction is completed, customers will get an email receipt from Braintree with the details about their order. This method of payment helps customers feel more comfortable when they purchase products online.
It reduces errors during data entry. Now, sales teams can spend less time on data entry work and more on selling! It gives better insight into why customers are not buying products online and what can be done to encourage them to buy more online.
Integration of Microsoft Dynamics CRM and Braintree provides several benefits to companies that wish to go online. Some of them are listed below:
The process to integrate Microsoft Dynamics CRM and Braintree 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.