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.
Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.Gmail Integrations
Microsoft Dynamics CRM + GmailCreate Draft to Gmail from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + GmailSend Email in Gmail when New Contact is created in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + GmailCreate Label to Gmail from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + GmailCreate Draft to Gmail from New Lead in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + GmailSend Email in Gmail when New Lead is created in Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + Gmail without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers whenever a new attachment is received (trigger is initiated once per attachment).
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you receive a new email in a label.
Triggers everytime you receive a new email and Starmark it within two days.
Triggers every time a new thread starts.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Draft a new email message(but don't send).
Creates a new label.
Draft a new email message & send it.
The integration of Microsoft Dynamics CRM and Gmail has brought about a lot of benefits to the business. It is now possible for firms to exchange information in real time through email and simultaneously maintain a record of their transactions. The integration of the two platforms allows them to share information on the same database and thus reduce costs. Through the integration it is now possible for companies to communicate with their customers and suppliers efficiently. There is also cost saving as one can now manage their emails, sales leads, and customer relationship management in one place.
Microsoft Dynamics CRM can be integrated with Gmail to exchange contacts, leads, opportunities and cases with Gmail users. This process begins by obtaining an API key from Google and entering it into Dynamics CRM. This will allow user to integrate both systems (Google and Microsoft Dynamics CRM. The Gmail Integration module is used to export cases from Dynamics CRM to a Gmail mailbox. On the other hand it can also import leads from a Gmail inbox and contacts from a Gmail address book into the Dynamics CRM database.
The Sales force Automation module in Dynamics CRM makes it possible for an agent to view cases that were assigned to him or her from the Gmail inbox. When dealing with leads, there is no need for them to be assigned to specific agents since they are displayed automatically in the inbox whenever they are created. This feature is known as lead notifications. A lead notification can also be deleted if it has already been processed. In addition Gmail integration enables users to create new records in Dynamics CRM directly from their Gmail inboxes by sending an email message to CRM_Case or CRM_Lead. One can also delete records in Dynamics CRM by sending an email message to CRM_Case_Delete or CRM_Lead_Delete.
Through integration of Microsoft Dynamics CRM and Gmail, it is possible for businesses to increase efficiency and reduce costs. Through the use of this software organizations can also save time by automating many processes such as managing sales interactions, leads, and cases in one place. They can also use this platform to communicate effectively with their customers and other organizations.
The process to integrate Microsoft Dynamics CRM and Gmail 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.