Integrate Microsoft Dynamics CRM with SharpSpring

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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 SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

SharpSpring Integrations

Best Microsoft Dynamics CRM and SharpSpring Integrations

  • Microsoft Dynamics CRM Integration SharpSpring Integration

    Microsoft Dynamics CRM + SharpSpring

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

    Microsoft Dynamics CRM + SharpSpring

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

    Microsoft Dynamics CRM + SharpSpring

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

    Microsoft Dynamics CRM + SharpSpring

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

    Microsoft Dynamics CRM + SharpSpring

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

It's easy to connect Microsoft Dynamics CRM + SharpSpring 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 Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Microsoft Dynamics CRM & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and SharpSpring

Microsoft Dynamics CRM is a business application that provides a comprehensive set of business applications, including contact management, marketing automation, service management, and analytics. It is one of the largest software products in the world. As per the recent survey, this product has more than 100000 satisfied users worldwide.

SharpSpring is a marketing automation platform that integrates with several customer relationship management (CRM. systems including Microsoft Dynamics CRM. With SharpSpring, you can segment and create automated campaigns to nurture leads and increase conversions.

  • Integration of Microsoft Dynamics CRM and SharpSpring. SharpSpring can integrate with different CRMs and manage multiple channels effectively. It allows marketers to send personalized messages based on user behavior, interests, and preferences across all available channels such as email, mobile, social, web, and display advertising. The integration between SharpSpring and Microsoft Dynamics CRM enables marketers to create relevant and timely emails and automate email delivery. They can also generate activity-based reports such as conversion rates, click-through rates, and lead scoring based on various actions such as page views and form submissions. A better user experience for your customers means more conversions. You can achieve this by sending automated personalized messages based on user behavior and interests.
  • Benefits of Integration of Microsoft Dynamics CRM and SharpSpring. There are several benefits of integration between SharpSpring and Microsoft Dynamics CRM. Let’s discuss some of them below:
  • Automatic Lead Nurturing. It allows you to nurture leads by sending personalized messages based on their behavior, content preferences, demographics, etc., which are captured in the CRM database via lead scoring or lead nurturing rules. You can also automate lead nurturing activities based on lead status in the pipeline, based on the time lapsed in the pipeline, or based on how many times any particular action has been taken by the lead since it was created.

    It allows you to nurture leads by sending personalized messages based on their behavior, content preferences, demographics, etc., which are captured in the CRM database via lead scoring or lead nurturing rules. You can also automate lead nurturing activities based on lead status in the pipeline, based on the time lapsed in the pipeline, or based on how many times any particular action has been taken by the lead since it was created. Automatic Lead Scoring. It assigns a score to each lead based on its behavior, content preferences, demographics, etc., which are captured in the CRM database via lead scoring rules. This way, even if your sales team is not able to nurture prospects manually because of lack of resources or insufficient time to spend on each prospect individually, your lead nurturing campaigns will still be executed accurately so that only high-impact leads are nurtured. You can also automate other activities such as sending an email or making a phone call to the prospect based on its score.

    It assigns a score to each lead based on its behavior, content preferences, demographics, etc., which are captured in the CRM database via lead scoring rules. This way, even if your sales team is not able to nurture prospects manually because of lack of resources or insufficient time to spend on each prospect individually, your lead nurturing campaigns will still be executed accurately so that only high-impact leads are nurtured. You can also automate other activities such as sending an email or making a phone call to the prospect based on its score. Automated Campaign Creation. This allows you to create an automated campaign based on certain events or behaviors that occur within your system like page view or form submission. An automated campaign could be something like an email campaign but can also include social media posts or ads through display networks. This way you can create automated campaigns that run continuously without any intervention from your end. This helps you reduce manual intervention and save time that would’ve otherwise been spent manually creating emails and setting up repetitive tasks for each type of automated campaign. As a result, you can do more with less!

    This allows you to create an automated campaign based on certain events or behaviors that occur within your system like page view or form submission. An automated campaign could be something like an email campaign but can also include social media posts or ads through display networks. This way you can create automated campaigns that run continuously without any intervention from your end. This helps you reduce manual intervention and save time that would’ve otherwise been spent manually creating emails and setting up repetitive tasks for each type of automated campaign. As a result, you can do more with less! Customized Dashboards. If you have multiple marketing automation platforms integrated with your CRM, then this feature will help you organize these into one screen so that you don’t need to switch between them often. You can monitor the performance of your campaigns with a single glance from these customized dashboards!

    In conclusion, I would say that integration between Microsoft Dynamics CRM and SharpSpring is very beneficial for businesses as it aids easy marketing automation and helps grow your business effectively.

    The process to integrate 403 Forbidden and 403 Forbidden 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.