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Integrate Microsoft Dynamics CRM with Appy Pie Design

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

  • No code
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  • Lightning Fast Setup
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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 Appy Pie Design

Create your own graphic design online with free design templates. Explore over 20K+ ready to use templates for designing Infographic, Flyer, Logo, Brochure, Posters, Banners, Cards, Covers, Business Cards, Resumes, Presentations and other many projects.

Appy Pie Design Integrations

Best ways to Integrate Microsoft Dynamics CRM + Appy Pie Design

  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    Appy Pie Design + Microsoft Dynamics CRM

    Create Lead from Microsoft Dynamics CRM from UPLOAD PROJECT to designtool Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration UPLOAD PROJECT
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    Appy Pie Design + Microsoft Dynamics CRM

    Create Account from Microsoft Dynamics CRM from UPLOAD PROJECT to designtool Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration UPLOAD PROJECT
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    Appy Pie Design + Microsoft Dynamics CRM

    Create Contact from Microsoft Dynamics CRM from UPLOAD PROJECT to designtool Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration UPLOAD PROJECT
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    Appy Pie Design + Microsoft Dynamics CRM

    Create Opportunity from Microsoft Dynamics CRM from UPLOAD PROJECT to designtool Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration UPLOAD PROJECT
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    Appy Pie Design + Microsoft Dynamics CRM

    Create Case from Microsoft Dynamics CRM from UPLOAD PROJECT to designtool Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration UPLOAD PROJECT
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

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    Close
    When this happens...
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Connect Microsoft Dynamics CRM + Appy Pie Design in easier way

It's easy to connect Microsoft Dynamics CRM + Appy Pie Design 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.

  • UPLOAD PROJECT

    Upload your project on other Platforms using Integration.

  • UPLOAD PROJECT ON SAVE

    Trigger when new project photo saved.

    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

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

How Microsoft Dynamics CRM & Appy Pie Design 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 Appy Pie Design 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 Appy Pie Design.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Appy Pie Design

Microsoft Dynamics CRM is a customer relationship management application. This software helps business owners to organize their clients, manage their contacts and keep track of their communication with them. It can also be used for tasks such as tracking the progress of a sales campaign and managing a team of sales people.

Appy Pie Design is a website builder that allows users to create a website without having to have any coding or programming knowledge. Appy Pie Design was founded in 2007. In 2009, it was listed as one of the top websites by Forbes magazine. In 2010, Appy Pie Design was ranked as one of the top 10 web design companies in the world by Media Street Journal. In 2012, Appy Pie Design was acquired by a US-based investment company called Boston Millennia Partners.

Integration of Microsoft Dynamics CRM and Appy Pie Design

Integration of Microsoft Dynamics CRM and Appy Pie Design is a perfect combination for businesses that want to have a website that can handle their customer relationships. Using both integrations of Microsoft Dynamics CRM and Appy Pie Design, users can create a website that is able to track clients that are using the services of the business. It will be able to provide notifications that are sent directly to the clients’ email inboxes. The website will also be able to keep track of how many times the contact has visited the page and how many items he has bought.

Benefits of Integration of Microsoft Dynamics CRM and Appy Pie Design

The integration of Microsoft Dynamics CRM and Appy Pie Design makes it easy for users to save time on building their websites because they do not need to know programming languages. The integration also makes it easier for users to maintain their websites because they do not need to hire web developers every time there is an update needed. This integration is also more cost efficient than hiring web developers because it does not require any monthly fees. After the website has been created, users will only need to pay the hosting costs which are usually very affordable on most hosting plans. With this integration, users can also improve their company’s brand image by having their own website instead of relying on social media pages on various platforms for promotion.

The process to integrate Microsoft Dynamics CRM and Appy Pie Design 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.