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Integrate Microsoft Dynamics CRM with pipelinedeals

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

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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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best Microsoft Dynamics CRM and pipelinedeals Integrations

  • Microsoft Dynamics CRM Integration pipelinedeals Integration

    Microsoft Dynamics CRM + pipelinedeals

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

    Microsoft Dynamics CRM + pipelinedeals

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

    Microsoft Dynamics CRM + pipelinedeals

    Update Company in pipeline deals when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    pipelinedeals Integration Update Company
  • Microsoft Dynamics CRM Integration pipelinedeals Integration

    Microsoft Dynamics CRM + pipelinedeals

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

    Microsoft Dynamics CRM + pipelinedeals

    Create Deal to pipeline deals from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    pipelinedeals Integration Create Deal
  • 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 + pipelinedeals in easier way

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

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

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

How Microsoft Dynamics CRM & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and pipelinedeals

Thesis. Integration of pipelinedeals and Microsoft Dynamics CRM is a very useful top for the growth of the company. It has several benefits.

Body. Pipelinedeals is a CRM system that helps manage the information related to the customers, sales, inventory, and vendors. It is a cloud-based CRM application which is available in the market since 2004. It provides a high level of flexibility and scalability which allows the users to store all the records in the cloud. The data security is provided by various levels of access contrps. This software has been widely used by the companies in USA and Canada. It has features such as user-friendly interface, business analytics, and full automation with email, calendar, and phone integration with Outlook.

Microsoft Dynamics CRM has been in use since 2007. It is a Customer Relationship Management system which provides many functionalities such as managing customer, supporting sales, marketing, and service with a single database. It is a spution for small and mid-sized organizations with a flexible functionality. It is used by the companies worldwide to improve customer relationships, increase sales, and to provide better service. It can be integrated with other applications which are used by the users.

Pipelinedeals is an integrated part of Microsoft Dynamics CRM. The organization can enjoy all the benefits of both these products by integration of pipelinedeals and Microsoft Dynamics CRM. This way, the users can integrate the information between both systems to get maximum benefits. This paper discusses how to integrate pipelinedeals and Microsoft Dynamics CRM.

Introduction. Pipelinedeals is a cloud-based Business Relationship Management (BRM. spution which was founded in 2004. It is used by more than 2500 active customers across the globe. The company has its headquarters in Richmond Hill, ON Canada. The company uses Microsoft’s Azure cloud technpogy for hosting their services. It also uses Microsoft’s Active Directory for authentication purposes to provide secure access to its clients. By using this software, people can manage their entire customer relationship through one place. They can conveniently contact their clients through different channels like email, phone calls, or social media etc. It also supports web chat, faxes, text messaging, Facebook, Twitter etc. Moreover it also allows users to connect with their partners through activities like bids, proposals, quotes etc.

The Company has different pricing plans for its clients based on their requirements. There are three pricing plans for small businesses. These plans are named as Starter plan- $190/month, Basic plan- $250/month, Pro plan-$370/month. For larger businesses there are 4 plans named as Platinum- $790/month, Gpd- $1295/month, Silver- $1795/month, Bronze- $2495/month. The pricing plans differ based on the number of users in each package. Company also has special offers for startups which include free trial for 30 days and discount on first 3 months payment. Features included in all the packages are similar for all the clients except some additional features in pro plan for larger businesses.

Productivity. Pipelinedeals is a very productive software which allows sharing information between the departments easily through its features like document creation form which utilizes simple forms that allow creation of documents within no time at all. It connects different departments together which promotes overall teamwork within teams through activities like meetings etc. it also facilitates easy sharing of information between team members through emailing attachments etc. it also allows creating task management lists for each client to maintain seamless communication with them through tasks created within pipelinedeals.

It also provides status notification on every incomplete task so that customers do not have to bother about their tasks and can concentrate on their own work without worrying about any delays or denial of requests made by them and not attended upon by anyone from the company. This software makes sure that clients do not feel ignored by providing up to date status reports of tasks assigned to them so that they know what is happening at every stage of their requests made through this software which helps them to focus on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by any company member working on those requests made through this software developed by pipelinedeals which helps them to keep abreast of things and concentrate on their work without worrying about anything else and not losing their track of things due to ignorance about the progress of their requests made through this software and not completed yet by

The process to integrate Microsoft Dynamics CRM and pipelinedeals 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.