Integrate Microsoft Dynamics CRM with Shipcloud

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

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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 Shipcloud

shipcloud is the shipping service provider and represents a new generation in package shipping. A cloud-based service, it enables small and medium-sized online vendors to work easily and efficiently with all major shipping providers.

Want to explore Microsoft Dynamics CRM + Shipcloud quick connects for faster integration? Here’s our list of the best Microsoft Dynamics CRM + Shipcloud quick connects.

Explore quick connects

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Connect Microsoft Dynamics CRM + Shipcloud in easier way

It's easy to connect Microsoft Dynamics CRM + Shipcloud 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 Shipment Status

    Triggers when a status for a shipment has been reached.

  • 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 Shipment

    Adding this action into your Connect will create a real shipment. To avoid being charged you can use your sandbox key for creating the connect and switch to the live api key once everything works fine.

  • Create Shipment Quote

    Creates a new shipment quote.

How Microsoft Dynamics CRM & Shipcloud 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 Shipcloud 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 Shipcloud.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Shipcloud

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software by Microsoft. It is used to manage the interactions with customers. It has multiple features for managing the inventory, sales, marketing, customer service, business intelligence, and service delivery. The CRM can be installed on-premises, in the cloud, or both. Microsoft Dynamics CRM is designed for businesses of all sizes. It can be used to handle any type of business.

Shipcloud

Shipcloud is a logistics software company. Shipcloud provides an end-to-end shipping spution through an online platform to manage the shipment process. Shipcloud allows users to connect with carriers to ship their goods. This Shipcloud online portal enables users to connect with shippers directly to get their shipments done without having to deal with the hassle of paperwork.

Integration of Microsoft Dynamics CRM and Shipcloud

The application allows its users to integrate Microsoft Dynamics CRM and Shipcloud together. This integration acts as a top that helps users to organize data that is relevant to their daily business operations. The integration helps users to manage contacts, to-do tasks, manage shipments, schedule pickups, and track orders through Microsoft Dynamics CRM Online and Shipcloud.

Benefits of Integration of Microsoft Dynamics CRM and Shipcloud

The integration between Microsoft Dynamics CRM and Shipcloud has many benefits, some of which are listed below:

This integration helps in creating an efficient workflow for the shipping process. It allows users to create shipping requests through the shipping portal. Users can also see the status of their shipments on this portal. They can also obtain information about the shipments using the tracking information provided in this portal. The integration helps in managing the entire shipping process through a single interface. It tracks orders, manages shipping requests, allows users to obtain tracking information, etc. This integration gives business owners an easier way to manage their orders, shipments, orders, etc. This integration also allows users to store information in one place so that they can access it whenever they want it. This saves time and speeds up the entire process of managing shipments. This integration allows users to interact with shippers through one interface instead of having to deal with them individually. This saves time and effort for users because they don’t have to deal with multiple people when they have to deal with shipping issues. This integration keeps all the shipping related information in one place so that it can be accessed easily whenever needed without wasting time searching for it in different locations. This integration makes it easier for users to handle their shipments since they do not have to worry about multiple things at once when they use this top. It helps them keep track of their shipments from start to finish. This integration keeps all the shipping data in one place so that it can be accessed easily whenever needed without wasting time searching for it in different locations. This saves time and effort for users because they don’t have to deal with multiple people when they have to deal with shipping issues. This integration keeps all the shipping related information in one place so that it can be accessed easily whenever needed without wasting time searching for it in different locations. This saves time and effort for users because they don’t have to deal with multiple people when they have to deal with shipping issues. This integration helps in creating an efficient workflow for the shipping process. It allows users to create shipping requests through the shipping portal. Users can also see the status of their shipments on this portal. They can also obtain information about the shipments using the tracking information provided in this portal. The integration helps in managing the entire shipping process through a single interface. It tracks orders, manages shipping requests, allows users to obtain tracking information, etc. This integration gives business owners an easier way to manage their orders, shipments, orders, etc. This integration also allows users to store information in one place so that they can access it whenever they want it. This saves time and speeds up the entire process of managing shipments. This integration allows users to interact with shippers through one interface instead of having to deal with them individually. This saves time and effort for users because they don’t have to deal with multiple people when they have to deal with shipping issues. This integration keeps all the shipping related information in one place so that it can be accessed easily whenever needed without wasting time searching for it in different locations. This saves time and effort for users because they don’t have to deal with multiple people when they have to deal with shipping issues. This integration keeps all the shipping data in one place so that it can be accessed easily whenever needed without wasting time searching for it in different locations. This saves time and effort for users because they don’t have to deal with multiple people when they have to deal with shipping issues.

The process to integrate Microsoft Dynamics CRM and Shipcloud 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm