?>

Microsoft Dynamics CRM + Zoho Connect Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

Zoho Connect Integrations

Best ways to Integrate Microsoft Dynamics CRM + Zoho Connect

  • Microsoft Dynamics CRM Zoho Connect

    Microsoft Dynamics CRM + Zoho Connect

    Create Private Event to Zoho Connect from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Connect Create Private Event
  • Microsoft Dynamics CRM Zoho Connect

    Microsoft Dynamics CRM + Zoho Connect

    Create Feed to Zoho Connect from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Connect Create Feed
  • Microsoft Dynamics CRM Zoho Connect

    Microsoft Dynamics CRM + Zoho Connect

    Invite User to Network in Zoho Connect when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Connect Invite User to Network
  • Microsoft Dynamics CRM Zoho Connect

    Microsoft Dynamics CRM + Zoho Connect

    Create Private Task to Zoho Connect from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Connect Create Private Task
  • Microsoft Dynamics CRM Zoho Connect

    Microsoft Dynamics CRM + Zoho Connect

    Create Event to Zoho Connect from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho Connect Create Event
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Zoho Connect in easier way

It's easy to connect Microsoft Dynamics CRM + Zoho Connect 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.

  • Updated Lead

    Triggers when a lead is updated.

  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task 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 Opportunity

    Creates a new Opportunity.

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

How Microsoft Dynamics CRM & Zoho Connect 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 Zoho Connect 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 Zoho Connect.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Zoho Connect

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management application developed by Microsoft. It is used to track customers and prospects, analyze data, and manage sales and marketing campaigns.

The product was first developed as Microsoft Customer Relationship Management (Microsoft CRM), and was released in July 2001 after several years in development. Previously known as "Sonic Foundry" and "Microsoft Transaction Server" (MTS), it was rebranded as Microsoft Dynamics CRM in October 2009, and again rebranded as Dynamics 365 in May 2016. The current version is called Microsoft Dynamics 365 for Customer Service.

Zoho Connect

Zoho Connect is an online customer engagement platform that integrates business applications with email, SMS, phone calls, chat, social media, mobile apps, internet of things (IoT. devices, and more. It helps small businesses connect with customers by letting them communicate via various channels on the web or on any device.

Integration of Microsoft Dynamics CRM and Zoho Connect

Integration of Microsoft Dynamics CRM and Zoho Connect will help users to be able to access their information from the different systems they are using by synchronizing them with each other. This will help them to keep all their information in one place so they can have an easy time managing them. Users will not have to go through the trouble of keeping track of their information in multiple systems. They can also gain access to vital information whenever they need it.

Benefits of Integration of Microsoft Dynamics CRM and Zoho Connect

There are several benefits that can be obtained from integration of Microsoft Dynamics CRM and Zoho Connect. These are discussed below.

  • Easy Business Management

With integration of Microsoft Dynamics CRM and Zoho Connect, users can now manage their business easily without having to use multiple systems for this task. They no longer have to keep track of their information in various systems or platforms all over the place. With these two platforms integrated, they can now access all of their information in one place, the Zoho Connect platform. This allows them to manage their businesses more efficiently.

  • Cost-Savings

Through the use of integration of Microsoft Dynamics CRM and Zoho Connect, users can now enjoy cost savings since they will no longer need to purchase two systems for their business management needs. They only need to purchase one system for this purpose instead of two. This will allow them to save money so they can invest it in other aspects of their business.

  • Improve Customer Engagement

Integration of Microsoft Dynamics CRM and Zoho Connect will also allow users to improve their customer engagement since they can now communicate with their customers through various channels such as email, phone calls, text messages, social media posts, etc. They can now listen to their customers’ concerns and feedbacks through these channels. This way, they can address these concerns before things get out of hand. They can also talk to their customers directly if needed. This gives them the chance to interact with their customers on a personal level. This increases brand loyalty which leads to higher profits for the business owner.

The process to integrate Microsoft Dynamics CRM and Zoho Connect 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.