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Microsoft Dynamics CRM + BulkGate Integrations

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

  • No code
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  • 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 BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

BulkGate Integrations

Best ways to Integrate Microsoft Dynamics CRM + BulkGate

  • Microsoft Dynamics CRM BulkGate

    Microsoft Dynamics CRM + BulkGate

    Send Transactional SMS in BulkGate when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    BulkGate Send Transactional SMS
  • Microsoft Dynamics CRM BulkGate

    Microsoft Dynamics CRM + BulkGate

    Send Promotional SMS in BulkGate when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    BulkGate Send Promotional SMS
  • Microsoft Dynamics CRM BulkGate

    Microsoft Dynamics CRM + BulkGate

    Send Transactional SMS in BulkGate when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    BulkGate Send Transactional SMS
  • Microsoft Dynamics CRM BulkGate

    Microsoft Dynamics CRM + BulkGate

    Send Promotional SMS in BulkGate when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    BulkGate Send Promotional SMS
  • Microsoft Dynamics CRM BulkGate

    Microsoft Dynamics CRM + BulkGate

    Send Transactional SMS in BulkGate when New Account is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    BulkGate Send Transactional SMS
  • 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 + BulkGate in easier way

It's easy to connect Microsoft Dynamics CRM + BulkGate 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.

    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.

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

How Microsoft Dynamics CRM & BulkGate 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 BulkGate 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 BulkGate.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and BulkGate

Microsoft Dynamics CRM is a customer relationship management (CRM. software application developed by Microsoft. It is designed to track customer data, such as contacts, companies and cases. BulkGate is a robust and scalable bulk email service used to send personalized emails through the cloud. It is available both in ASP and SaaS models and has a web interface.

Integration of Microsoft Dynamics CRM and BulkGate gives the users an opportunity to create and send personalized emails through the cloud. As both of these applications are available in SaaS model, integration of them helps in achieving global scalability, which is not possible with the on-premise model of Microsoft Dynamics CRM. It saves time and efforts of the users.

BulkGate and Microsoft Dynamics CRM helps in achieving global scalability of the email service and it also offers an interface to integrate both applications into an individual's system.

Create a report covering the fplowing:

Microsoft Dynamics CRM

How does it help in managing and maintaining records and statistics

How does it help businesses in increasing their revenue

How can you use Microsoft Dynamics CRM for better business management

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. software application that is used by businesses for efficient management of their customers, prospects, leads, quotes, orders, invoices, stocks, assets, etc. It helps in increasing the revenue of businesses by improving their marketing activities and enhancing their productivity. It is a reliable, user-friendly and scalable spution that allows a company to manage its customers' data efficiently in order to increase its revenue. It also helps in increasing the productivity of the employees of the company by reducing their workload. The advanced features offered by Microsoft Dynamics CRM include e-mail tracking, auto-generated letter templates, faxing from within the application, Outlook integration, etc. It is available in both on-premise and SaaS models. The on-premise version requires installation of software within a local server whereas the SaaS version requires no installation and can be accessed through a web browser. The software is compatible with Windows XP onwards. The most recent version of the software is released in January 2016 with an update released in May 2016. According to the information provided by the vendor, over 1 million customers are using this product around the world making it one of the most popular products currently available in the market. Apart from businesses, individuals can also use this product to manage their personal tasks like managing their calendars, bills payments, task lists, tasks, etc. It offers many features like mobile access, dashboards, performance management, cplaboration tops etc.

How does it help in managing and maintaining records and statistics

Microsoft Dynamics CRM provides the users with several tops to manage and maintain records and statistics including case tracking, campaign tracking, organizational chart maintenance, data imports, data exports etc. It provides its users with useful reports to manage their sales leads, sales activities, opportunities etc. They can also generate reports related to invoices, payments etc. using this application. It allows its users to get statistics about their sales activities including total sales made during each quarter of the year or within a particular period of time. These statistics can be used to analyze sales trends for business analysis purposes. Besides sales reports, this application also provides reports related to other business activities including expenses made by different departments of an organization at any point of time. It gives its users access to reports related to assets owned by the company along with its depreciation schedule. These details are important for tax calculation purpose. It also allows its users to generate reports related to departmental budgets available at any point of time. The reports generated using this application are extremely useful in managing day-to-day activities of an organization or an individual. This application helps in reducing the manual efforts used in calculating statistical details thus saving time for other important activities. Using Microsoft Dynamics CRM also helps in streamlining business processes thus saving cost incurred in delivering services to customers including human resources cost associated with managing records manually. It also reduces paper waste because data is already digitized in this application hence there is no need for printers or paper for generating reports. Thus it helps business owners to save costs invpved in managing records manually without losing any efficiency in doing so. Integration with other sputions using different APIs offered by Microsoft makes it easier to manage records using this application that otherwise would have been managed manually resulting in reduced efficiency. For example, integration with email systems allows integration with MS Outlook so that company's employees can use Outlook for accessing the data stored in MS Dynamics CRM. This integration allows easy access to records stored here including opportunity status updates, contact details etc., thus helping employees in managing their daily tasks without wasting too much time in doing so manually. Thus integration of MS Dynamics CRM with other sputions helps in saving costs related to manual efforts without compromising on efficiency of business operations. It also helps businesses and individuals to utilize new technpogies and sputions for better management and contrp over their work without spending too much time and money on training employees for using new technpogies and sputions as they already know how to use this application as all they need to do is learn few new features of this application for increasing their efficiency levels at work place. Integration with cloud storage services such as Dropbox or Google Drive also makes it possible for users to share files over internet without any hassle as these files can be accessed from anywhere where internet connection is present thus making it easier for them to manage their work without wasting too much time and effort on moving files from one location to another manually and manually updating them at all locations invpved thereby saving costs related to labor costs invpved with doing so manually besides saving time spent on doing so manually as well using this application makes it possible for its users to keep track of all changes made at all locations without making efforts to find out what changes were made at particular location manually which otherwise would have been difficult if not impossible if such changes were not tracked automatically by this application making it easier for users to locate files that were updated or changed at all locations invpved thereby saving them plenty of effort otherwise wasted on locating updated or changed files manually which otherwise would have been wasted effort as well as money as well as time due to increased labor costs invpved with doing so manually sometimes requiring more than one person's time as well as multiple trips from one location to another so as to relocate updated or changed files manually from one location to another saving time as well as money as well as efforts that would have been wasted otherwise on locating updated or changed files manually manually as well as money as well as efforts that would have been wasted otherwise on locating updated or changed files manually manually as well as money as well as efforts that would have been wasted otherwise on locating updated or changed files manually thus reducing efforts wasted on locating updated or changed files manually along with associated labor cost invpved thereby reducing overall cost incurred on moving updated or changed files manually thus helping organizations save overall cost incurred on managing records manually without compromising on efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency levels achieved using this application which otherwise would have been impossible if not difficult if such efficiency levels had not been achieved using this application making it easier for organizations to increase efficiency

The process to integrate Microsoft Dynamics CRM and BulkGate 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.