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Integrate Microsoft Dynamics CRM with WordPress

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

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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 WordPress

WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.

WordPress Integrations
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Best ways to Integrate Microsoft Dynamics CRM + WordPress

  • Microsoft Dynamics CRM Integration WordPress Integration

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  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

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Connect Microsoft Dynamics CRM + WordPress in easier way

It's easy to connect Microsoft Dynamics CRM + WordPress 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 Comment

    Triggered when you add a new comment.

  • New Post

    Triggered when you add a new post.

  • New User

    Triggered when a new user is added.

    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 Post

    Create a new post, including the status allowing the creation of drafts.

  • Create User

    Create user including the status allowing the creation of drafts

  • Delete User

    Deletes an existing user.

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

How Microsoft Dynamics CRM & WordPress 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 WordPress 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 WordPress.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and WordPress

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a spution to help businesses manage sales, marketing, and customer service. Microsoft Dynamics CRM helps you track customers, tasks, opportunities, sales, and other aspects of your business.

WordPress

WordPress is a content management system (CMS. that allows you to create new content including blog posts, pages, forms, and more. It's free and has a wide variety of plugins available to extend its functionality.

Integration of Microsoft Dynamics CRM and WordPress

Microsoft Dynamics CRM can be integrated with WordPress through an app called the Microsoft Dynamics CRM for WordPress Plugin. This plugin allows you to connect your WordPress website to your Microsoft Dynamics CRM account. It gives WordPress users access to their existing data in a Microsoft Dynamics CRM account as well as giving them the ability to add or update leads, accounts, contacts, or other data from within WordPress. This integration makes it much easier for users to add new content to the website without having to switch between multiple programs.

Benefits of Integration of Microsoft Dynamics CRM and WordPress

There are many benefits from using this integration. For example, a user can easily create a new lead or account using data from Microsoft Dynamics CRM. If the lead or account is already in the CRM database, the user can simply update the information rather than creating and maintaining duplicate records. The plugin also offers the option to automatically create a record in Microsoft Dynamics CRM when a blog post is created or updated. This can be useful if you want to automatically log blog posts related to leads and accounts. In addition, users can send leads or contacts directly from their blogs through email or text messages.

In conclusion, Microsoft Dynamics CRM and WordPress work well together. By integrating them through the Microsoft Dynamics CRM for WordPress plugin, you can easily integrate your WordPress website with your existing data in Microsoft Dynamics CRM. This integration will allow you to use both products in conjunction to get more out of each product.

The process to integrate Microsoft Dynamics CRM and WordPress 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.