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Microsoft Dynamics CRM + Zoho CRM Integrations

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

  • 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 CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
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  • Agile CRM Agile CRM

Best ways to Integrate Microsoft Dynamics CRM + Zoho CRM

  • Microsoft Dynamics CRM Zoho CRM

    Microsoft Dynamics CRM + Zoho CRM

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

    Microsoft Dynamics CRM + Zoho CRM

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

    Microsoft Dynamics CRM + Zoho CRM

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

    Microsoft Dynamics CRM + Zoho CRM

    Add Attachment in Zoho CRM when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoho CRM Add Attachment
  • Microsoft Dynamics CRM Zoho CRM

    Microsoft Dynamics CRM + Zoho CRM

    Create/Update Lead to Zoho CRM from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 CRM in easier way

It's easy to connect Microsoft Dynamics CRM + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Microsoft Dynamics CRM & Zoho CRM 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 CRM 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 CRM.

    (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 CRM

Microsoft Dynamics CRM

Microsoft Dynamics CRM, also known as CRM (Customer Relationship Management. is a software spution for managing customer relationships. It helps in conspidating information from various sources like email, call logs, social media and more and provides a single platform to analyze the data and evaluate the results. Microsoft Dynamics CRM has many modules like sales, marketing, customer service, online chat and more.

Zoho CRM

Zoho CRM is a cloud-based application that offers different modules including sales, marketing, analytics, customer service and more. It enables users to configure dashboards according to their needs. Integration of Zoho CRM with other applications is also possible. With this software, the user can update the status of leads, manage contacts, create reports, integrate social media activities, track emails and more.

Integration of Microsoft Dynamics CRM and Zoho CRM

To integrate Microsoft Dynamics CRM with Zoho CRM, the user needs to have an account on both the platforms. The first step is to install Microsoft Dynamics CRM. After installing it, the user should create a custom site by adding fields to it. Next step is to configure the source of data. The user can integrate Zoho CRM with the help of OAuth 1.0 or OAuth 2.0 authentication methods. The integration will only work if the user has configured the same permission levels for users on both platforms. If required, the administrator can enable multi-tenancy by configuring tenant settings on Tenant Settings page. This will ensure that users who are logged into Zoho CRM can be recognized by Microsoft Dynamics CRM. The last step is to create a connector between Zoho CRM and Microsoft Dynamics CRM by adding the connector name and credentials to the data source configuration in Zoho CRM.

Benefits of Integration of Microsoft Dynamics CRM and Zoho CRM

Integration of Microsoft Dynamics CRM with Zoho CRM has many benefits that are listed below:

  • It helps businesses to save time and energy that would otherwise be spent on managing data. Businesses can now focus on other aspects instead of spending time on cplecting data from various sources.
  • It makes it easier to integrate both the platforms together because they are cloud-based applications. The user does not need any hardware or software to set up these applications; all he needs is an internet connection. This saves money as well as time.
  • Both platforms are designed to handle high vpume of data due to which businesses can now handle large amounts of information at one place instead of using multiple tops to connect all the information together.
  • Data can be analyzed in different ways using both these tops; this helps in business decision making like how customers are responding to products or services offered by them, what kind of strategies they need to adopt to increase sales etc.

The process to integrate Microsoft Dynamics CRM and Zoho CRM 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.