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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
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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.

  • 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 Opportunity

    Creates a new Opportunity.

  • 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 is a customer relationship management system which is based on the software as a service model. It helps businesses in improving their sales, marketing and customer support with its Sales, Customer Service and Marketing modules. It is used by large enterprises as well as small and mid-sized businesses.

Freshsales is a CRM spution which helps you in managing your sales process. It enables you to manage your leads, contacts, opportunities, tasks and emails along with connecting you with your customers on a single interface. With its online help desk, you can also manage the support tickets of your customers with a single click.

The integration of Freshsales and Microsoft Dynamics CRM can be done using cloud connectors. The cloud connectors allow you to connect the two systems with each other and export the data from one system to another. You can also create custom fields in Freshsales for importing the data from Microsoft Dynamics CRM.

Benefits of Integrating Freshsales and Microsoft Dynamics CRM

With the integration of Freshsales and Microsoft Dynamics CRM, you can:

  • Manage your leads, contacts, opportunities, tasks and emails from a single interface
  • Connect with your customers on a single interface
  • Automate your sales processes with sales automation email templates
  • Create custom fields in Freshsales for importing the data from Microsoft Dynamics CRM
  • Send emails to your contacts with email templates as per the rules created in Freshsales
  • Use the mapping feature to map your CRM contacts with Freshsales contacts and vice versa

Integrating Freshsales and Microsoft Dynamics CRM can be beneficial for small and mid-sized businesses as both these sputions offer a single interface for managing the sales process and help you automate your sales process with pre-created sales automation email templates.

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.