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Integrate Microsoft Dynamics CRM with Zoho Creator

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

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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 Zoho Creator

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 Integrations

Best ways to Integrate Microsoft Dynamics CRM + Zoho Creator

  • Microsoft Dynamics CRM Integration Zoho Creator Integration

    Microsoft Dynamics CRM + Zoho Creator

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

    Microsoft Dynamics CRM + Zoho Creator

    Download File in Zoho Creator when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Creator Integration Download File
  • Microsoft Dynamics CRM Integration Zoho Creator Integration

    Microsoft Dynamics CRM + Zoho Creator

    Create Record to Zoho Creator from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Zoho Creator Integration Create Record
  • Microsoft Dynamics CRM Integration Zoho Creator Integration

    Microsoft Dynamics CRM + Zoho Creator

    Download File in Zoho Creator when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Zoho Creator Integration Download File
  • Microsoft Dynamics CRM Integration Zoho Creator Integration

    Microsoft Dynamics CRM + Zoho Creator

    Create Record to Zoho Creator from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Zoho Creator Integration Create Record
  • 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 + Zoho Creator in easier way

It's easy to connect Microsoft Dynamics CRM + Zoho Creator 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 Record

    Triggers when a new record is added to a certain application and form.

    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 Record

    Create new record in a certain application and form.

  • Download File

    Download a file from a specified record

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

How Microsoft Dynamics CRM & Zoho Creator 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 Creator 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 Creator.

    (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 Creator

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.

What is Microsoft Dynamics CRM?

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

What is 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.

The process to integrate Microsoft Dynamics CRM and Zoho Creator 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.