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Microsoft Dynamics CRM + Nutshell Integrations

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

  • 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 Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Nutshell Integrations
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Best ways to Integrate Microsoft Dynamics CRM + Nutshell

  • Microsoft Dynamics CRM Nutshell

    Microsoft Dynamics CRM + Nutshell

    Update Lead in Nutshell when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Nutshell Update Lead
  • Microsoft Dynamics CRM Nutshell

    Microsoft Dynamics CRM + Nutshell

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

    Microsoft Dynamics CRM + Nutshell

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

    Microsoft Dynamics CRM + Nutshell

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

    Microsoft Dynamics CRM + Nutshell

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

It's easy to connect Microsoft Dynamics CRM + Nutshell 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.

  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is 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.

  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Microsoft Dynamics CRM & Nutshell 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 Nutshell 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 Nutshell.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Nutshell

Microsoft Dynamics CRM is a Customer Relationship Management application to handle day-to-day business operations. It provides a clear picture of the customers and their relationships with a firm. The integration of Nutshell Project Management application with Microsoft Dynamics CRM enables firms to manage the relationships with the customers effectively. This integration helps firms to improve their sales productivity, customer support, resource allocation and cost savings. Also, it assists in identifying the opportunities for new business from existing clients.

Microsoft Dynamics CRM is a customer relationship management application that enables firms to manage their sales, service and marketing activities. It helps firms to identify the potential customers, analyze trends in sales and direct resources towards the customer relations. The integration of Nutshell with Microsoft Dynamics CRM helps firms to track the activities of individual or group of customers. They can view the status of the tasks assigned to the project team members in Nutshell and also update the status of each task directly from Nutshell to Microsoft Dynamics CRM. Also, they can manage their projects in Nutshell and work on them cplectively with other team members.

Integration of Microsoft Dynamics CRM and Nutshell

The integration of Microsoft Dynamics CRM and Nutshell facilitates the frequent communication between the project team members and managers using email, chat, instant messaging, etc. The project team members can quickly update the progress of the project in the appropriate form in Nutshell. The managers receive this information in their notification inbox in Nutshell. They can then update this information in Microsoft Dynamics CRM directly from their notification inbox in Nutshell.

Benefits of Integration of Microsoft Dynamics CRM and Nutshell

The integration of Microsoft Dynamics CRM and Nutshell offers the fplowing benefits:

It improves the efficiency of project management with remote access to information related to projects.

It enables more accurate reporting of project progress.

It reduces paper based work by automating the tracking of tasks assigned to team members.

It enables real-time updates on project progress.

The process to integrate Microsoft Dynamics CRM and Nutshell 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.