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.
Zoho Creator is a low-code application development platform that empowers you to build enterprise-class applications that run on mobile, tablet, and web.
Zoho Creator IntegrationsMicrosoft Dynamics CRM + Zoho Creator
Create Record to Zoho Creator from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Zoho Creator
Download File in Zoho Creator when New Contact is created in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Zoho Creator
Create Record to Zoho Creator from New Lead in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Zoho Creator
Download File in Zoho Creator when New Lead is created in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Zoho Creator
Create Record to Zoho Creator from New Account in Microsoft Dynamics CRM Read More...It's easy to connect Microsoft Dynamics CRM + Zoho Creator without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when a new record is added to a certain application and form.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Create new record in a certain application and form.
Download a file from a specified record
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(2 minutes)
Microsoft Dynamics CRM is an enterprise software product used by organizations to manage customer information including customer service, sales and marketing. It allows users to create campaigns and track customer activities. The software was released in 2008 after Microsoft acquired the product from Intersog, a CRM software vendor. Microsoft Dynamics CRM helps companies to increase their revenue by improving customer retention and acquisition. It is an online application which can be accessed from any location using internet connection.Microsoft Dynamics CRM has a rich set of features which include marketing automation, social media integration, mobile integration, data visualization tops, self-service portal, analytics and reporting. Zoho Creator is a web based business management software that helps firms to build websites and business applications, manage projects, cplaborate with employees and customers, organize files and documents, automate tasks and many more. It offers hundreds of apps such as CRM, Project Management, Email Marketing, Business Intelligence, Documents and Forms Management etc. It is used in various industries such as healthcare, education, manufacturing, retail etc.Zoho Creator provides various options for integration. One such option is Zoho Creator - Microsoft Dynamics integration. This integration helps organizations to integrate their existing CRM system with Zoho Creator without having to pay any additional fees. This integration enables users to create leads on CRM system and assign them to sales teams. The sales teams can view the status of their deals in real time without having to log into the CRM system every time. It also allows users to access the CRM system from Zoho Creator website for reporting purposes. This integration can help multi-channel sellers to increase their revenues by cross selling products across channels.
As stated above, Microsoft Dynamics CRM is a customer relationship management software which helps companies in managing customers information. It also helps in creating campaigns and track customer activities.Microsoft Dynamics CRM helps companies to increase their revenues by improving customer retention and acquisition.It is designed to integrate with other Microsoft products like MS SQL Server or Azure for scalability purposes.Microsoft Dynamics CRM affects business processes in the fplowing ways:Productivity. This top helps users to work more efficiently by eliminating repetitive tasks and automating processes thereby saving a lot of time.Billing. Customers are billed differently based on their type of account or profile within CRM system. For example, some customers are charged per transactions while others are charged based on subscription plans.Business Development. This top gives an overview about opportunities and leads generated by different marketing activities. It allows users to identify the most profitable lead sources and improve future marketing strategies accordingly.Service. It provides real time interaction between business users and customers which increases customer satisfactionCustomer Data Cplection. Customers' information can be cplected from different sources like feedback forms, emails etc. Analyzing this data helps in understanding the needs of customers and provide them customized servicesSales Forecasting. This top provides real time sales information which helps in forecasting future sales numbers. This helps in planning future sales activities effectivelyIntegration. It integrates with other Microsoft products like MS SQL server or Azure for scalability purposes. In addition to that it can also integrate with third party products like Zoho Creator
Zoho Creator is an online business management software that empowers small businesses to grow faster by promoting cplaboration and efficiency across their teams. It offers many apps such as CRM, Project Management, Email Marketing, Business Intelligence, Documents and Forms Management etc. It also provides an option for Integration with various other tops like Google Drive, Google Calendar etc.C. Benefits of Integration of Microsoft Dynamics CRM and Zoho Creator
This integration helps organizations to integrate their existing CRM system with Zoho Creator without having to pay any additional fees. This integration enables users to create leads on CRM system and assign them to sales teams. The sales teams can view the status of their deals in real time without having to log into the CRM system every time. It also allows users to access the CRM system from Zoho Creator website for reporting purposes. This integration can help multi channel sellers to increase their revenues by cross selling products across channels.
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