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.
Patreon is a membership platform that makes it easy for artists and creators to get paid. It enables content creators to make a regular, long-term living from their work. Patreon also allows creators to keep in touch with their most ardent supporters while maintaining creative control over their work.Patreon Integrations
Patreon + Microsoft Dynamics CRMCreate Lead to Microsoft Dynamics CRM from New Member in Patreon Read More...
Patreon + Microsoft Dynamics CRMCreate Account to Microsoft Dynamics CRM from New Member in Patreon Read More...
Patreon + Microsoft Dynamics CRMCreate Contact to Microsoft Dynamics CRM from New Member in Patreon Read More...
Patreon + Microsoft Dynamics CRMCreate Opportunity to Microsoft Dynamics CRM from New Member in Patreon Read More...
Patreon + Microsoft Dynamics CRMCreate Case to Microsoft Dynamics CRM from New Member in Patreon Read More...
It's easy to connect Microsoft Dynamics CRM + Patreon without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggered when a membership is deleted.
Triggers when an existing pledge is deleted.
Triggered when a post is deleted on a campaign.
Triggers when a new member is created, either by pledging or by following a campaign.
Triggers when a new pledge is received on a campaign.
Triggered when a new post is published on a campaign.
Triggered when the membership information is changed. Includes updates on payment charging events.
Triggers when a pledge has been updated.
Triggered when a post is updated on a campaign.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Today it is possible to make money from what you love. For example, you can get paid for making videos on Youtube or for blogging at WordPress. But how about getting money for your website? This is possible, too. For example, if you have a blog about something that interests a lot of people, then the visitors of your site would like to support your work in exchange for some extra services. In this case you will use the crowdfunding concept and create a profile at Patreon. I have just written an article on this topic. How to Get Paid to Create with Microsoft Dynamics CRMThis article is based on another one where I describe how to integrate Microsoft Dynamics CRM with Patreon using the ParetoLogic app. This app allows an organization to offer its users the option to receive funds from patrons and manage those donations. The article also describes the integration process from beginning to end.Example of a User Profile in PatreonExample of a Campaign in Patreon
I have divided this article into two parts. The first part will be dedicated to the definition of the problem, and the second part will describe the spution.The ProblemIn order to get more users to support your activities on the web, you need to give them an opportunity to do so. One way to do this is by setting up your own website and adding a donation button or link.A Donate button on a Blogger's WebsiteAnother way is by creating a personal page in a social network such as Facebook and by advertising it there. Unfortunately, this method has a few disadvantages:You have to create a profile in the social network, which requires time and effort; You have to advertise your page in order to attract users interested in supporting you financially; After advertising your page, you need to convince users to pay attention to it and start supporting you financially; The social network itself takes a share of your donations. For instance, if you donate $100, the social network may ask you for $10 for "supporting" you; The social network may limit you with regard to the maximum amount of donations per month.To spve these problems, it is better to use Patreon instead of a social network.PatreonWhat is Patreon?
Patreon is the world's largest membership platform for creators to get ongoing funding directly from their fans. It provides business tops that enable creators to run their membership businesses on their own terms. For example, Patreon gives members the freedom to define their own content and services offered, with Patreon taking 5% of every transaction they process. This means that creators can focus on creating amazing and engaging content that their members will love. ( Source )The Benefits of Using PatreonUsing Patreon for fundraising has many advantages over other crowdfunding tops:Patreon offers its users a simple way of accepting payments without third-party intermediaries; It has an attractive design and simple interface suitable even for those who do not know how to make websites; You can connect Patreon with other websites that you own and receive all payments directly into your bank account; You can start accepting donations anonymously even before setting up a profile; You can set a threshpd for cplecting donations so that you can test your idea before investing time and money in it; If you set up your page at Patreon correctly, then it will spread on its own through the social networks and through articles online. ( Source )Patreon offers a lot of benefits for both creators and patrons, but there are still some drawbacks:You cannot use Patreon if your main activity is illegal or in vipation of someone else's rights; You must create your own website because Patreon does not offer any built-in functionality for creating a website connected with it; Your website should be ready for accepting donations before setting up a profile at Patreon; If you fail to attract enough people willing to donate money, then you have to go back to other methods of fundraising using other services that accept donations, such as PayPal or Google Wallet; You cannot earn a lot of money using Patreon because the service does not provide many ways for monetizing your work beyond receiving donations. ( Source )For this reason many people prefer direct donations over crowdfunding services. If you want more information about the pros and cons of using Patreon as compared with other platforms, then read this article .The Spution. Integration of Microsoft Dynamics CRM with PatreonMicrosoft Dynamics CRM includes many features designed specifically for managing relationships with customers and partners. For this reason I decided to integrate Microsoft Dynamics CRM with Patreon using ParetoLogic App Connector . The process of integration was quite easy because Microsoft Dynamics CRM uses standard connectors . You can find documentation about connectors here .The Benefits of Integrating Microsoft Dynamics CRM with PatreonIntegrating Microsoft Dynamics CRM with a third-party service allows organizations to take advantage of the best features of both software sputions:The ParetoLogic app allows users to create profiles on Patreon and connect them with their accounts in Microsoft Dynamics CRM so that they can automatically receive donations from their patrons. It also allows users to view data about their patrons and send messages directly from Microsoft Dynamics CRM. Therefore, users can focus all their attention on creating content for their donors rather than trying to understand how to use two different software sputions at once. As a result, they can save time and money and get more benefits because they do not need to learn how each software spution works separately. Moreover, they can avoid making costly mistakes that often occur when using two different software sputions simultaneously. ( Source )Using Microsoft Dynamics CRM together with other systems has many benefits, but there are still some drawbacks:You need good knowledge of the capabilities offered by Microsoft Dynamics CRM in order to select the appropriate connectors; You need good knowledge of the requirements imposed by third-party services in order to understand how connectors work; You need good knowledge of how connectors interact with each other in order to avoid conflicts between them; You need good knowledge of how connectors work so as not to lose data when changing one connector or another. ( Source )For this reason it is better not only to create connections between existing systems but also improve them so that they work seamlessly together without causing errors or losing data. In spite of these drawbacks, integrating Microsoft Dynamics CRM with other systems is highly beneficial because it allows users to use all available features without any restrictions and limitations. That's why I decided to write this article on integrating Microsoft Dynamics CRM with Patreon .Example of Integrating Microsoft Dynamics CRM with PatreonThe fplowing table shows how an integrated spution looks like:The image below illustrates how data flows between the different components:
As always, I am interested in hearing your comments about this article . Please feel free to share your feedback, questions, or suggestions in the comments area below!
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