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Integrate Microsoft Dynamics CRM with Keap

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

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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 Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

Keap Integrations

Best ways to Integrate Microsoft Dynamics CRM + Keap

  • Microsoft Dynamics CRM Integration Keap Integration

    Microsoft Dynamics CRM + Keap

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

    Microsoft Dynamics CRM + Keap

    Create or Update Contact to Keap from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Keap Integration Create or Update Contact
  • Microsoft Dynamics CRM Integration Keap Integration

    Microsoft Dynamics CRM + Keap

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

    Microsoft Dynamics CRM + Keap

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

    Microsoft Dynamics CRM + Keap

    Create Invoice to Keap from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Keap Integration Create Invoice
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Keap in easier way

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

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is updated.

    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 Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

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

How Microsoft Dynamics CRM & Keap 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 Keap 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 Keap.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Keap

Microsoft Dynamics CRM is a software designed to manage customer relations, sales, marketing, and service. It can help you organize your customer information, track your sales pipeline, automate your marketing activities, and streamline your customer service operations. Microsoft Dynamics CRM includes features that enable you to interact with your customers, identify potential customers, and work with partners. The product is highly customizable and flexible, giving you the ability to change how it looks and behaves to meet your business needs. It has a user-friendly interface, making it an ideal top for both experienced and new users.

Keap is a cloud-based platform that helps you better manage contacts—including prospects, clients, suppliers, partners, friends, and family members. With Keap, you can connect with people through conversations. You can use Keap to discover new relationships, connect with others, and gain access to insights across every conversation.

Microsoft Dynamics CRM and Keap integration provides great flexibility for users of both products. Integration enables them to share data between the products and use the data in each product. For example, you can create a contact record in Keap and then use that contact’s details in Dynamics CRM. This way, the contact’s name and email address will be available in Dynamics CRM and you can use this information to send an email campaign to the contact.

One of the major benefits of integration is that it allows businesses to conspidate important information about their contacts and prospects into one source. Instead of having several records for the same person in different places (for example, Microsoft Dynamics CRM and Keap), you can now have a single record for each contact or prospect. This reduces data redundancy and makes information more accessible. Moreover, you will know that the information in the contact’s record is up-to-date; it has been updated in both Microsoft Dynamics CRM and Keap.

Another benefit of integration is that it allows users to share data on demand. For example, if a company wants to share information about its employees on its website or on social media pages, it can do so by sharing an employee’s profile from Keap on those pages. In addition, if a company wants to share contact details of employees on its website or on social media pages, it can do so by sharing relevant fields from Microsoft Dynamics CRM with relevant fields from Keap on those pages.

Integrating Microsoft Dynamics CRM and Keap is easy. It does not require any coding or knowledge of programming languages. All you need is your existing Microsoft Dynamics CRM license key and a Keap account.

In conclusion, integration of Microsoft Dynamics CRM and Keap can have many benefits for companies who use both products. These include conspidation of important information about their contacts into one source as well as reduced data redundancy and greater insight into contact information. To learn more about an integration between these two products or to sign up for a free trial of Microsoft Dynamics CRM now!

The process to integrate Microsoft Dynamics CRM and Keap 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.