Integrate Microsoft Dynamics CRM with Xendit

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

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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 Xendit

Xendit is a prominent payment gateway that uses a range of world-class APIs to allow businesses to take payments in Indonesia quickly and securely.

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

Explore quick connects

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Connect Microsoft Dynamics CRM + Xendit in easier way

It's easy to connect Microsoft Dynamics CRM + Xendit 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 Invoice

    Trigger when new invoice 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

  • Create Account

    Creates an account.

  • Create Customer

    Create a new customer.

  • Create Disbursement

    Creates a disbursement.

  • Create Invoice

    Creates an Invoice.

  • Create Payout

    Creates a payout.

  • Create QR Code

    Creates QR Code.

How Microsoft Dynamics CRM & Xendit 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 Xendit 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 Xendit.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Xendit

Microsoft Dynamics CRM is a customer relation management software package, originally launched in 2005. The Xendit application was created by a separate company and was later acquired by Microsoft in 2010. Xendit is a cloud based sales engagement platform that allows companies to streamline their sales process.

Integration of Microsoft Dynamics CRM and Xendit

The integration between the Microsoft Dynamics CRM and Xendit applications allows both the sales and marketing teams to work together more efficiently. This integration also allows for seamless cplaboration between the two teams. It allows them to create sales opportunities from leads, and then give these opportunities to the sales team. The sales team can then use these opportunities to understand what customers need, and to determine what they are willing to spend on products or services. The marketing team can also use the opportunity information to create targeted campaigns for the customers.

Benefits of Integration of Microsoft Dynamics CRM and Xendit

With this integration, the sales team can have access to information about a customer that they wouldn’t normally have access to, such as what other products or services they have purchased from a company. With this information, they can create a personalized approach to sales that would otherwise be difficult if not impossible without this integration. Sales teams can now tailor their approach to sales in order to allow for better customer satisfaction and increased revenue.

The process to integrate Microsoft Dynamics CRM and Xendit 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