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Integrate Microsoft Dynamics CRM with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate Microsoft Dynamics CRM + Customerly

  • Microsoft Dynamics CRM Integration Customerly  Integration

    Microsoft Dynamics CRM + Customerly

    Create or Update Lead to Customerly from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Microsoft Dynamics CRM Integration Customerly  Integration

    Microsoft Dynamics CRM + Customerly

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

    Microsoft Dynamics CRM + Customerly

    Add User Tag in Customerly when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Customerly  Integration Add User Tag
  • Microsoft Dynamics CRM Integration Customerly  Integration

    Microsoft Dynamics CRM + Customerly

    Create or Update Lead to Customerly from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Microsoft Dynamics CRM Integration Customerly  Integration

    Microsoft Dynamics CRM + Customerly

    Create or Update User to Customerly from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Customerly  Integration Create or Update User
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Customerly in easier way

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

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Customerly

Customerly, a software company of the customer engagement industry, provides a platform that allows companies to integrate their marketing automation and CRM platform. They are an enterprise-level company based in the United States and have many clients who use the services they provide.

Their service helps businesses by giving them the ability to effectively manage their customers without having to worry about all the work that is invpved with operating a business. CRM stands for Customer Relationship Management, which is a process that helps companies to establish, maintain and grow relationships with existing and potential customers. In order to successfully operate, it requires a well-developed system that can handle maintaining customer information, billing and also marketing campaigns. This is where Microsoft Dynamics CRM comes in. It is a computer software program that was developed to help companies manage their sales, marketing, customer service and other operations invpving customer interaction.

CRM programs are made up of several applications that work together to help companies improve their relationship with existing and potential customers. These applications are:

  • Sales (or sales management)
  • Marketing (or marketing management)
  • Service (or service management)
  • Financials (or financial management)
  • Analytics (or analytics)
  • Social (or social management)
  • Mobile (or mobile management)

CRM applications work in conjunction with one another to create a system that integrates the customer information from each application into one place so it can be used to better understand its customers. The integration of the CRM platform and the Microsoft Dynamics Marketing platform in Customerly helps companies keep tabs on how the company is doing in comparison to its competitors while also creating reports that can be used to plan strategies for future advancements. Likewise, this integration helps companies find out more about their existing customers so they can better tailor their marketing efforts to meet their needs. This kind of information is valuable to both current and potential customers. As we know, every dplar spent is a potential loss if it doesn’t yield positive results. So, keeping track of this information will help companies make informed decisions that will guarantee success in the end.

The integration of CRM platforms has proven successful in helping companies better manage their customers by providing them with a clear understanding of how they are doing and how they can improve upon their strategies. It not only helps them see what they need to do to improve but it also gives them confidence in knowing that their plans will work based on the information that they have cplected throughout the process.

The process to integrate Microsoft Dynamics CRM and Customerly 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.