Integrate Microsoft Dynamics CRM with Shippo

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

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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 Shippo

Shippo is the easiest way to add multi-carrier shipping to your e-commerce business. With Shippo, you can reduce shipping costs, find the best carrier rates for your e-commerce business, and get paid faster by powering all of your shipping through a single platform.

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

Explore quick connects

Looking for the Shippo Alternatives? Here is the list of top Shippo Alternatives

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Connect Microsoft Dynamics CRM + Shippo in easier way

It's easy to connect Microsoft Dynamics CRM + Shippo 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 Carrier Account

    Triggers when a new carrier account occurred.

  • New Order

    Triggers when a new order occurred.

  • New Shipped Order

    Triggers when an order shipped.

  • New Shipping Label

    Triggers when a new shipping label occurred.

  • 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 Order

    Creates a new order in Shippo.

How Microsoft Dynamics CRM & Shippo 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 Shippo 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 Shippo.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Shippo

Introduction

Shippers are the main users of the Shippo platform to manage their shipping business. They can use the platform to get quotes, book shipments, track shipments and manage customers, carriers, and other details related to their business. Shippo also provides a ready-to-use integration with major ecommerce platforms like Shopify, WooCommerce, Magento, eBay, Big Commerce, etc. They can quickly integrate their account with Shippo by fplowing these steps.

Figure 1. Integration process of Shippo

Integration Strategy

Microsoft Dynamics CRM is an SaaS spution to manage sales force automation. It can be used by businesses of any size. The integration of Microsoft Dynamics CRM and Shippo allows customers to get quotes for their shipments in Shippo by entering their package details in Shippo where they can also book their shipments.

    Integration of Microsoft Dynamics CRM and Shippo

Before creating an integration between Shippo and Microsoft Dynamics CRM, you must have the knowledge of the prerequisites for both the applications.

Prerequisites for Shippo

To integrate your Shippo account with other applications, you must have the knowledge of the fplowing things:

The public key for your application should be available at https://app.shippo.com/api/keysew/public . You can get it from here. If you do not have a public key yet, you need to generate it. To generate a new key for your Shippo account, click on “New Key” at https://app.shippo.com/api/keysew/public . You will get a new public key that should be used in the integration with other applications. For more information about how to get a new public key, please check out https://app.shippo.com/api/keysew/.

. You can get it from here. If you do not have a public key yet, you need to generate it. To generate a new key for your Shippo account, click on “New Key” at https://app.shippo.com/api/keysew/public . You will get a new public key that should be used in the integration with other applications. For more information about how to get a new public key, please check out https://app.shippo.com/api/keysew/. The private key of your application should be available at https://app.shippo.com/api/keysew/private . You can get it by clicking on “New Key” at https://app.shippo.com/api/keysew/private . You will get your private key that should be used in the integration with other applications. For more information about how to get a new private key, please check out https://app.shippo.com/api/keysew/.

Prerequisites for Microsoft Dynamics CRM

For integrating your Microsoft Dynamics CRM instance with other applications, you need to have the fplowing set up:

You must have a partner record in Microsoft Dynamics CRM that has a “Primary Contact Record Type” equal to “Shippo Partner” and a “Primary Contact Code” equal to your partnership code in Shippo (you can get it from your Shippo account. To create a new partner, fplow these steps. Go to Settings > Distribution > Partners , and click New . In the General section add the contact details such as contact name and address. In the Partner Details section add information about your company including name and company type (in this case it should be “Shipper”. In the Licensing Details section add your partnership code created in Shippo if you have created one earlier. Click Save . Add a new contact record for yourself in Microsoft Dynamics CRM with a “Primary Contact Code” equal to your personal partner code in Shippo. Add a new customer record for yourself in Microsoft Dynamics CRM with a “Customer Type” equal to “Shipper” and a “Product Type” equal to “Shipping Provider Product Category”. This information is needed because Microsoft Dynamics CRM does not have a default shipping provider product category so we have to create one on our own using this information. Add a new carrier record for yourself in Microsoft Dynamics CRM with a “Carrier Name” equal to “Self-Service Carrier” and an “Account Number” equal to 0 (zero. This information is needed because Microsoft Dynamics CRM does not have a default self-service carrier so we have to create one on our own using this information. Add records for all carriers that you want to use for getting quotes or booking shipments in your Microsoft Dynamics CRM instance. For example, if you want to use DHL Express as your carrier then you should create two records for DHL Express including one under Self-Service Carriers category and another one under Shipping Providers category to manage their shipments separately from other carriers. Add records for all your customers under Customers category in Microsoft Dynamics CRM (if you do not have any customers yet then go ahead and create some. Add records for all products (that are not under any product categories. that you want to ship using Shippo in Products category in Microsoft Dynamics CRM (if you do not have any products then go ahead and create some. For more information about adding records for customers, items, and orders please check out this link (https://docs.microsoftdynamicscrm.com/en-us/crm-2011-online/developer-guides/crm-customization-guide-for-developers/managing-customers-with-the-objects. Add an order record for every shipment that you want to manage using Shippo in Orders category in Microsoft Dynamics CRM (if you do not have any orders then go ahead and create some. Add an order line item record for every shipment that you want to manage using Shippo in Items category in Microsoft Dynamics CRM (if you do not have any orders then go ahead and create some. For more information about adding records for customers, items, and orders please check out this link (https://docs.microsoftdynamicscrm.com/en-us/crm-2011-online/developer-guides/crm-customization-guide-for-developers/managing-customers-with-the-objects. Create an opportunity record for every order that you want to manage using Shippo in Opportunities category in Microsoft Dynamics CRM (if you do not have any orders then go ahead and create some. Create an opportunity line item record for every order that you want to manage using Shippo in Items category in Microsoft Dynamics CRM (if you do not have any orders then go ahead and create some. For more information about adding records for customers, items, and orders please check out this link (https://docs.microsoftdynamicscrm.com/en-us/crm-2011-online/developer-guides/crm-customization-guide-for-developers/managing-customers-with-the-objects. Create a lead record for every lead that you want to manage using Shippo in Leads category in Microsoft Dynamics CRM (if you do not have any leads then go ahead and create some. Create an opportunity line item record for every lead that you want to manage using Shippo in Items category in Microsoft Dynamics CRM (if you do not have any leads then go ahead and create some. For more information about adding records for customers, items, and orders please check out this link (https://docs.microsoftdynamicscrm.com/en-us/crm-2011-online/developer-guides/crm-customization-guide-for-developers/managing-customers-with-the-objects. Add an appointment record for every appointment that you want to manage using Shippo in Appointments category in Microsoft Dynamics CRM (if you do not have any appointments then go ahead and create some. For more information about adding records for customers, items, and orders please check out this link (https://docs.microsoftdynamicscrm.com/en-us/crm-2011-online/developer-guides/crm-customization-guide-for-developers/managing-customers-with-

The process to integrate Microsoft Dynamics CRM and Shippo 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