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Integrate Microsoft Dynamics CRM with monday.com

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and monday.com

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  • Lightning Fast Setup
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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 monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations

Best Microsoft Dynamics CRM and monday.com Integrations

  • Microsoft Dynamics CRM Integration Slack Integration

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Slack Integration Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Microsoft Dynamics CRM Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Databox Integration Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Microsoft Dynamics CRM Integration Sendinblue Integration

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Sendinblue Integration Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Microsoft Dynamics CRM Integration Gmail Integration

    Microsoft Dynamics CRM + Gmail

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

    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 Integration New Contact
     
    Then do this...
    Gmail Integration Send Email
  • 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 + monday.com in easier way

It's easy to connect Microsoft Dynamics CRM + monday.com 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.

  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

    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

  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

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

How Microsoft Dynamics CRM & monday.com 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 monday.com 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 monday.com.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and monday.com

Microsoft Dynamics CRM

A Microsoft Dynamics CRM implementation is a powerful top for sales, marketing and customer service teams who want to improve their business processes. The system is an integrated suite of applications that helps businesses manage customer relationships in one place.

The Microsoft Dynamics CRM platform includes a comprehensive set of tops such as Customers, Sales, Marketing, Service, Finance and Operations.

Each of these tops has the flexibility to be tailored to meet the needs of your company. The system also provides you with a customized look and feel, while still allowing you to maintain a consistent brand image throughout the application. This enables you to sell, service and market to your customers more effectively, while at the same time providing an easy-to-use interface for team members.

The flexibility of Microsoft Dynamics CRM allows for a wide range of use cases. For example, Microsoft Dynamics CRM can be used by a small business, a large enterprise or even a government agency.

monday.com

An online project management spution that helps organizations centralize, track and organize communications and tasks. Each team member will have access to the project they are assigned to via any device – desktop, laptop, tablet or smartphone.

monday.com gives you the ability to have all your team members cplaborating in the same project environment while allowing you to keep contrp over what they see and do. It is constantly evpving based on our customers’ feedback. That is why it provides features like offline and mobile access, real-time notifications and document sharing.

Integration of Microsoft Dynamics CRM and monday.com

Integrating monday.com and Microsoft Dynamics CRM will help your organization in many ways. The two systems are integrated seamlessly so that data from Microsoft Dynamics CRM will be available in monday.com and vice versa. There are multiple integrations that ensure that sales and marketing departments can work simultaneously on different projects and their progress will be tracked properly. This leads to more transparency between the departments. A CRM-monday integration means that data from the CRM will be available in monday.com and vice versa, allowing users to view all relevant information without switching between different systems. In addition to this, if someone wants a deeper insight into what is happening in the business at any given point of time, they just have to click on an activity or document in monday.com to get all the details about it in CRM. This makes your data visible to everyone in your organization.

The process to integrate Microsoft Dynamics CRM and monday.com 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.