?>

Integrate Microsoft Dynamics CRM with Tookan

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

  • 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 Tookan

Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.

Tookan Integrations

Best Microsoft Dynamics CRM and Tookan Integrations

  • Microsoft Dynamics CRM Integration Tookan Integration

    Microsoft Dynamics CRM + Tookan

    Add Customer in Tookan when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Tookan Integration Add Customer
  • Microsoft Dynamics CRM Integration Tookan Integration

    Microsoft Dynamics CRM + Tookan

    Add Agent in Tookan when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Tookan Integration Add Agent
  • Microsoft Dynamics CRM Integration Tookan Integration

    Microsoft Dynamics CRM + Tookan

    Create a Pickup Task to Tookan from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Tookan Integration Create a Pickup Task
  • Microsoft Dynamics CRM Integration Tookan Integration

    Microsoft Dynamics CRM + Tookan

    Create a Delivery Task to Tookan from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Tookan Integration Create a Delivery Task
  • Microsoft Dynamics CRM Integration Tookan Integration

    Microsoft Dynamics CRM + Tookan

    Create an Appointment Task to Tookan from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Tookan Integration Create an Appointment Task
  • 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 + Tookan in easier way

It's easy to connect Microsoft Dynamics CRM + Tookan 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 Task

    Trigger when new task 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

  • Add Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

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 & Tookan 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 Tookan 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 Tookan.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Tookan

  • Microsoft Dynamics CRM?
  • Microsoft Dynamics CRM is a customer relationship management (CRM. system that improves customer service, sales and marketing effectiveness, and business operations. It is an integrated, cross-channel platform that provides unified insights across all customer-facing business processes.

  • Tookan?
  • Tookan is a mobile CRM spution that helps businesses to seamlessly integrate mobile access into the CRM application. The integration of Microsoft Dynamics CRM app with Tookan will help businesses to strengthen their customer relationships, manage their customers and work more efficiently.

  • Integration of Microsoft Dynamics CRM and Tookan – A Comparison
  • Tookan is a mobile CRM spution that lets users access the same data from multiple devices. The integration of Microsoft Dynamics CRM app with Tookan will provide the fplowing features:

    Reduced Time to Market

    Innovative applications can be developed in a matter of minutes. A new feature can be easily added to the existing one. Moreover, previous versions of the application can be restored on a new device.

    Increased Efficiency and Productivity

    Mobile sputions on Tookan platform allow you to access customer data from anywhere and anytime. They improve efficiency and productivity as they reduce the workload of the employees and enable them to work more efficiently on their smartphones or tablets.

    Better Customer Relationships Management

    The ability to create a report on any criteria or filter it with a few clicks, allows you to keep track of what is going on with your customers at any time. You can send them automated messages to let them know about special offers, new products or services available from your company. You can also review and evaluate your performance and compare it with your competitors.

    Improved Data Security and Remote Accessibility

    The integration of Microsoft Dynamics CRM app with Tookan offers additional protection against security breaches and unauthorized access to sensitive data, as the data is stored on the local server/device and not on the Cloud. Moreover, you can access your data from any location as long as you have an internet connection.

    Lower Maintenance Costs

    Tookan’s web-based platform makes it easy to upgrade or update your software. You do not need to purchase additional hardware or pay for installation and maintenance costs. There are no additional licenses fees and no server maintenance costs. All updates and upgrades are free! Additional upgrades can also be purchased with flexible options like monthly subscriptions that fit into your budget.

  • Benefits of Integration of Microsoft Dynamics CRM and Tookan – A Case Study with Auto Lock Inc.
  • Auto Lock Inc., one of the leading commercial door lock companies in the US, has been using Tookan as its mobile CRM spution for two years now. They were able to streamline their sales process, increase employee productivity and make better use of their marketing efforts. By integrating Microsoft Dynamics CRM app with Tookan, Auto Lock Inc.:

    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.