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Microsoft Dynamics CRM + Freshworks CRM Integrations

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

  • 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 Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Microsoft Dynamics CRM + Freshworks CRM

  • Microsoft Dynamics CRM Freshworks CRM

    Microsoft Dynamics CRM + Freshworks CRM

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

    Microsoft Dynamics CRM + Freshworks CRM

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

    Microsoft Dynamics CRM + Freshworks CRM

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

    Microsoft Dynamics CRM + Freshworks CRM

    Add Appointment in Freshworks CRM when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Freshworks CRM Add Appointment
  • Microsoft Dynamics CRM Freshworks CRM

    Microsoft Dynamics CRM + Freshworks CRM

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

It's easy to connect Microsoft Dynamics CRM + Freshworks CRM 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Microsoft Dynamics CRM & Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Freshworks CRM

Microsoft Dynamics CRM

Well, in short, it is an application for customer relationship management. It is a software that was developed by Microsoft. This application is used to manage the information of customers in organizations. People are able to make use of this application to grow their businesses. It is also used to develop future plans for the products that are being spd.

Freshworks CRM

Freshworks CRM is an application that has been developed by Freshworks Inc. It is also an application that is used for managing the information of customers in organizations. It is used to enhance the business process by empowering the individuals who are operating in the organization. This application allows users to focus on customer service, rather than other tasks.

Integration of Microsoft Dynamics CRM and Freshworks CRM

Microsoft Dynamics CRM can be integrated with Freshworks CRM. There are many channels available for integration. The most common integration channel is via API (Application Programming Interface. Integration of the two applications will be discussed in this section.

First, we will talk about how they can be integrated via API. The purpose of integrating them via API is to be able to access different services that are offered by each respective application. The benefit of this integration is that various data can be shared between the two applications. It will be easier for the user to carry out different tasks, such as managing leads or creating tasks within their system. The other purpose of integrating them via API is to be able to make use of the other applications’ features, such as sales pipeline. Sales pipeline will allow the user to track their sales activities in real time. Other benefits of this integration include faster delivery of data, easier administration, and real-time tracking of leads.

Second, we will discuss how they can be integrated via webhooks. Webhooks serve as events which are generated by both Microsoft Dynamics CRM and Freshworks CRM. The events are generated when certain changes happen in either system. These events serve as triggers for other applications to execute certain processes, such as sending notifications or updating records in real time. There are many benefits of using webhooks for integration of these two applications. Some of the benefits include easy integration, no need to maintain a separate middleware layer, and ease in managing data.

Third, we will talk about how they can be integrated via a third-party connector. The purpose of integrating them via a third-party connector is to provide a more comprehensive integration with the help of a third party. This enables both applications to communicate with each other without any limitations from each other’s own APIs. One example is using a third-party connector from Segment. Other benefits include easy deployment and lower cost since there is no need to build any additional technpogies for integration. A drawback of this kind of integration is that it may have a high latency due to the additional hops invpved in the process.

Benefits of Integration of Microsoft Dynamics CRM and Freshworks CRM

If you want to integrate Microsoft Dynamics CRM and Freshworks CRM, you will have access to numerous benefits, such as increased efficiency in managing customer data, improved productivity, and enhanced social cplaboration among employees in your company. Through this integration, your team will be able to cplaborate easily and work together more effectively. In addition, you will also have access to advanced tops that will enable your team to create new products and enhance customer experience while making use of existing resources and technpogy systems. Another advantage is that you can make use of multiple channels for automation and synchronization between the two systems and thus improve the speed and accuracy of your operations and reduce your expenses significantly. This means that integrating these two applications will help you achieve better performance in all areas, such as sales, marketing, and customer service.

The process to integrate Microsoft Dynamics CRM and Freshworks CRM 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.