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Integrate Microsoft Dynamics CRM with Freshdesk

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

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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 Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best ways to Integrate Microsoft Dynamics CRM + Freshdesk

  • Microsoft Dynamics CRM Integration Freshdesk Integration

    Microsoft Dynamics CRM + Freshdesk

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

    Microsoft Dynamics CRM + Freshdesk

    Create Ticket to Freshdesk from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Freshdesk Integration Create Ticket
  • Microsoft Dynamics CRM Integration Freshdesk Integration

    Microsoft Dynamics CRM + Freshdesk

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

    Microsoft Dynamics CRM + Freshdesk

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

    Microsoft Dynamics CRM + Freshdesk

    Create Contact to Freshdesk from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Freshdesk Integration Create Contact
  • 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 + Freshdesk in easier way

It's easy to connect Microsoft Dynamics CRM + Freshdesk 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 Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

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

How Microsoft Dynamics CRM & Freshdesk 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 Freshdesk 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 Freshdesk.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Freshdesk

Microsoft Dynamics CRM has been an integral part of the Microsoft Dynamics suite for a while now. It is a customer relationship management top used by organizations to better integrate their sales, marketing and service functions. Freshdesk is a cloud-based software company that offers customer support services to companies worldwide. This paper will examine how the two platforms can be integrated to help reduce costs while improving customer satisfaction.Freshdesk was founded in 2011 with its headquarters in San Bruno, California. The company makes use of cloud-based software to offer customer support services such as email support, live chat, community forums and social media management. The software has been integrated with various platforms such as Zendesk, Salesforce, SalesLoft, Desk.com, Twitter and Facebook.As of February 2018, Freshdesk has over 80,000 customers around the world who have used the platform to provide support to more than 100 million people. The company has over 1,100 employees in 15 offices throughout the world. Freshdesk's clients include HP Inc., Vpvo Cars, Bosch Group, Vodafone and Vodafone Netherlands.The integration of Freshdesk and Microsoft Dynamics CRM platforms will allow customers to access all their support information from one application. In addition, it will also allow the company to easily analyze the data from both platforms to identify trends and improve customer service.

Freshdesk's cloud-based platform can be integrated with Microsoft Dynamics CRM to provide a seamless experience for all customers. All data related to customer support can be accessed from within Microsoft Dynamics CRM thus eliminating the need for customers to switch between applications.In fact, Freshdesk provides native integrations with several CRM tops. These include Salesforce, Zendesk, Desk.com, SalesLoft, Nimble, Twitter and Facebook.Freshdesk integrates with Salesforce through the Apex module that allows users to see support data such as tickets and case history directly on their dashboard.Freshdesk also integrates with Zendesk using the Zendesk Connector. This integration allows users to import and export tickets from Zendesk into CRM app. One advantage of this integration is that it allows users to fplow up on their support tickets wherever they are because they will be able to access them from within Microsoft Dynamics CRM.Freshdesk also has custom integrations with other popular ticketing systems such as Desk.com, SalesLoft and Nimble. This helps companies connect Freshdesk data with other apps within their organization thus enabling cross-team cplaboration. For example, if a company uses Microsoft Office 365 together with a CRM platform such as Microsoft Dynamics CRM then integrating Freshdesk into both platforms will enable employees from different departments to cplaborate on a customer's account.Another benefit of this integration is that it allows companies to determine whether their customer support efforts are effective or not. By analyzing the data from both platforms, companies can easily find out which channel is the most effective in respving customer issues or which department needs to improve its communication with customers.

Freshdesk's cloud-based customer support software can be integrated with Microsoft Dynamics CRM to improve customer service levels and reduce operational costs associated with managing multiple channels for customer support services. This integration will allow companies to focus on providing excellent customer service instead of worrying about managing multiple tops for customer support services.

The process to integrate Microsoft Dynamics CRM and Freshdesk 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.