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Microsoft Dynamics CRM + Freshsales Integrations

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

  • No code
  • No Credit Card
  • 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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

Looking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives

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Best ways to Integrate Microsoft Dynamics CRM + Freshsales

  • Microsoft Dynamics CRM Freshsales

    Microsoft Dynamics CRM + Freshsales

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

    Microsoft Dynamics CRM + Freshsales

    Update Lead in Freshsales when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Freshsales Update Lead
  • Microsoft Dynamics CRM Freshsales

    Microsoft Dynamics CRM + Freshsales

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

    Microsoft Dynamics CRM + Freshsales

    Update Lead in Freshsales when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Freshsales Update Lead
  • Microsoft Dynamics CRM Freshsales

    Microsoft Dynamics CRM + Freshsales

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

It's easy to connect Microsoft Dynamics CRM + Freshsales 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 contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead 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

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Microsoft Dynamics CRM & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Freshsales

Microsoft Dynamics CRM

Microsoft Dynamics CRM is CRM sales top that can help you improve your business. It is a cloud-based customer relationship management system that helps with sales and marketing campaigns. It is an integrated platform that can be used by small businesses to corporate giants.

Freshsales

Freshsales is a sales automation software for small and mid-size companies. It has powerful sales tops such as Sales Forecasting, Pipeline Management, and Email Management. It also includes sales reports, chart views, and dashboards.

Integration of Microsoft Dynamics CRM and Freshsales

Freshsales can integrate with other sales or marketing services; this integration allows for greater efficiency in the daily management of your company. Since Freshsales is a cloud-based spution, it can easily integrate with other cloud-based services such as Microsoft Dynamics CRM. This integration will allow you to have full visibility of your complete pipeline and manage your leads better than ever before. The integration will also allow you to share leads and create cross-channel campaigns.

Benefits of Integration of Microsoft Dynamics CRM and Freshsales

Integration will make the management of your leads easier than ever before. Integration will allow you to share leads between the systems and create cross-channel campaigns. These features help increase the efficiency of your business’ operations and help maximize the ROI on your investment. In addition, integration allows you to have full visibility of your pipeline, so that you can easily anticipate which clients may be ready to purchase from you.

The process to integrate Microsoft Dynamics CRM and Freshsales 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.