Integrate Microsoft Dynamics CRM with Paddle

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

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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 Paddle

Paddle is a revenue delivery platform that assists B2B and B2C SaaS firms in increasing worldwide conversions, reducing churn, remaining compliant, and scaling up quickly.

Paddle Integrations

Best Microsoft Dynamics CRM and Paddle Integrations

  • Microsoft Dynamics CRM Integration Paddle Integration

    Microsoft Dynamics CRM + Paddle

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

    Microsoft Dynamics CRM + Paddle

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

    Microsoft Dynamics CRM + Paddle

    Create Subscription to paddle from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Paddle Integration Create Subscription
  • Microsoft Dynamics CRM Integration Paddle Integration

    Microsoft Dynamics CRM + Paddle

    Create Coupon to paddle from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Paddle Integration Create Coupon
  • Microsoft Dynamics CRM Integration Paddle Integration

    Microsoft Dynamics CRM + Paddle

    Create Subscription to paddle from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Paddle Integration Create Subscription
  • 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 + Paddle in easier way

It's easy to connect Microsoft Dynamics CRM + Paddle 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 Payment

    Trigger when new payment made.

  • New Transaction

    Trigger when new transaction is coming.

  • New User

    Trigger when new user created.

  • Order Processing Completed

    Trigger when One-off purchases new order processing completed. Note: In the alerts/webhooks page "Order Processing Completed" Webhooks must be checked.

  • Payment Refunded

    Trigger when new One-off purchases payment refunded. Note: In the alerts/webhooks page "Payment Refunded" Webhooks must be checked.

  • Subscription Cancelled

    Trigger when new subscription cancelled. Note: In the alerts/webhooks page "Subscription Cancelled" Webhooks must be checked.

  • Subscription Created

    Trigger when new subscription created. Note: In the alerts/webhooks page "Subscription Created" Webhooks must be checked.

  • Subscription Payment Failed

    Trigger when new subscription payment failed. Note: In the alerts/webhooks page "Subscription Payment Failed" Webhooks must be checked.

  • Subscription Payment Refunded

    Trigger when new subscription payment refunded. Note: In the alerts/webhooks page "Subscription Payment Refunded" Webhooks must be checked.

  • Subscription Payment Success

    Trigger when new subscription payment success. Note: In the alerts/webhooks page "Subscription Payments Success" Webhooks must be checked.

  • Subscription Updated

    Trigger when new subscription updated. Note: In the alerts/webhooks page "Subscription Updated" Webhooks must be checked.

    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 Coupon

    Create a new coupon for the given product or a checkout.

  • Create Subscription

    Create a new subscription billing plan with the supplied parameters.

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

How Microsoft Dynamics CRM & Paddle 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 Paddle 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 Paddle.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Paddle

Microsoft Dynamics CRM is a customer relationship management application which is designed to provide sputions for businesses of any size and industry. It offers powerful tops which help in the management of customers, sales, and marketing process. The application provides tops for managing leads, sales opportunities, and customer service. It also offers a dashboard view of the business which helps in tracking the growth of the company. Microsoft Dynamics CRM helps in managing all the aspects of the business such as sales, marketing, and customer support.

Paddle is an easy-to-use top which offers all the features that are offered by Microsoft Dynamics CRM. It helps in building better relationships with customers and sales leads. The software allows users to create templates and send emails in bulk. The templates can be modified according to the requirements and sent to customers. The software is available in three different tiers. Smart, Pro, and Enterprise. Paddle offers features such as email marketing automation, automated marketing campaigns, and advanced email analytics.

Integration of Microsoft Dynamics CRM and Paddle helps in improving the sales process by providing tops for giving personalisation to emails. It also helps in increasing the effectiveness of email marketing campaigns by assigning tags to contacts. Integration of Paddle with Microsoft Dynamics CRM provides sales representatives with a clear overview of leads, opportunities, and cases. This integration provides sales representatives with relevant information about deals when they need it.

The integration of Microsoft Dynamics CRM and Paddle helps in creating a seamless connection between the two applications. Users can access data related to prospects, cases, and leads from both applications at the same time. Similarly, Salesforce data can be accessed from Paddle. This integration makes it easier for users to stay connected with their customers and enhance customer service.

An integrated spution such as Microsoft Dynamics CRM and Paddle offers great benefits to businesses in terms of sales productivity, customer service, and productivity.

The process to integrate Microsoft Dynamics CRM and Paddle 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.