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Microsoft Dynamics CRM + Gmail Integrations

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

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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 Gmail

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
Gmail Alternatives

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

  • Zoho Mail Zoho Mail
  • Microsoft Outlook Microsoft Outlook
  • Office 365 Office 365
  • Microsoft Exchange Microsoft Exchange

Best ways to Integrate Microsoft Dynamics CRM + Gmail

  • Microsoft Dynamics CRM Gmail

    Microsoft Dynamics CRM + Gmail

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

    Microsoft Dynamics CRM + Gmail

    Send Email in Gmail when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Gmail Send Email
  • Microsoft Dynamics CRM Gmail

    Microsoft Dynamics CRM + Gmail

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

    Microsoft Dynamics CRM + Gmail

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

    Microsoft Dynamics CRM + Gmail

    Send Email in Gmail when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Gmail Send Email
  • 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 + Gmail in easier way

It's easy to connect Microsoft Dynamics CRM + Gmail 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 Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

    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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

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

How Microsoft Dynamics CRM & Gmail 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 Gmail 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 Gmail.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Gmail

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.