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Integrate Microsoft Dynamics CRM with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Salesmate.io

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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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best ways to Integrate Microsoft Dynamics CRM + Salesmate.io

  • Microsoft Dynamics CRM Integration Salesmate.io Integration

    Microsoft Dynamics CRM + Salesmate.io

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

    Microsoft Dynamics CRM + Salesmate.io

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

    Microsoft Dynamics CRM + Salesmate.io

    Create Deal to Salesmateio from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Deal
  • Microsoft Dynamics CRM Integration Salesmate.io Integration

    Microsoft Dynamics CRM + Salesmate.io

    Create Activity to Salesmateio from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Create Activity
  • Microsoft Dynamics CRM Integration Salesmate.io Integration

    Microsoft Dynamics CRM + Salesmate.io

    Update Contact in Salesmateio when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Salesmate.io Integration Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect Microsoft Dynamics CRM + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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 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.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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

How Microsoft Dynamics CRM & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Salesmate.io

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software. It helps companies to manage their business in every aspect of customer relationship. The spution provides flexibility through customization, usability, and integration with other Microsoft products.

Salesmate.io

Salesmate.io is an automated sales assistant top that helps salesperson to get more sales out of calling cpd leads. With Salesmate.io, salespeople can get new customers by scheduling calls with targeted prospects, monitoring sales meetings and tracking sales activity. The spution also allows salespeople to monitor competition and get real-time reports on sales performance and opportunities. By using this spution, salespeople can make more informed decisions and plan better for upcoming events and activities.

Integration of Microsoft Dynamics CRM and Salesmate.io

Integration of Microsoft Dynamics CRM and Salesmate.io will be beneficial for both organizations and their customers. For the organizations, integration of systems will allow them to save time and money on manual process of data cplection, organization and analysis. Moreover, integration will allow them to improve customer service and provide personalization to each of their customers. For the customers, integration will allow them to access information about their products and services from one place quickly and easily. This way, customers won’t have to contact different departments of companies, which saves time and money for them and makes customers happier.

Benefits of Integration of Microsoft Dynamics CRM and Salesmate.io

Integration of Salesmate.io and Microsoft Dynamics CRM will help customers in several ways. First, integration will enable customers to get information about all products and services from one place, which will give them ability to compare prices and products from different companies easily. In addition, integration will allow customers to view session details from Microsoft Dynamics CRM, which will allow them to track what is happening during a call with a salesperson in real-time. Moreover, integration will help customers to find information about products and services they need quickly and easily. This way, customers won’t waste time on searching for information in different places or contacting customer service representatives. Integration also allows organizations to increase revenue by reducing costs of selling products and services. Lastly, integration will allow organizations to increase efficiency by improving productivity of employees who use these tops for work, which gives organizations ability to reduce costs of their operations in general.

The process to integrate Microsoft Dynamics CRM and Salesmate.io 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.