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Microsoft Dynamics CRM + Zoho Mail Integrations

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

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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 Mail

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

Zoho Mail Integrations
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Best ways to Integrate Microsoft Dynamics CRM + Zoho Mail

  • Microsoft Dynamics CRM Zoho Mail

    Microsoft Dynamics CRM + Zoho Mail

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

    Microsoft Dynamics CRM + Zoho Mail

    Send Email in Zoho Mail when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Zoho Mail Send Email
  • Microsoft Dynamics CRM Zoho Mail

    Microsoft Dynamics CRM + Zoho Mail

    Send Email in Zoho Mail when New Account is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Zoho Mail Send Email
  • Microsoft Dynamics CRM Zoho Mail

    Microsoft Dynamics CRM + Zoho Mail

    Send Email in Zoho Mail when New Case is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Case
     
    Then do this...
    Zoho Mail Send Email
  • Microsoft Dynamics CRM Zoho Mail

    Microsoft Dynamics CRM + Zoho Mail

    Send Email in Zoho Mail when New Invoice is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Invoice
     
    Then do this...
    Zoho Mail Send Email
  • 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 Mail in easier way

It's easy to connect Microsoft Dynamics CRM + Zoho Mail 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 Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

    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

  • Send Email

    Draft and send a new email message.

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

How Microsoft Dynamics CRM & Zoho Mail 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 Mail 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 Mail.

    (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 Mail

Microsoft Dynamics CRM is a sales, marketing and customer service top used by many organizations. It is a client relationship management application that helps businesses in improving their sales, marketing and customer service. Zoho Mail is a cloud-based emailing software that is used by many people worldwide. It has different features to make its users’ lives easy.

Integration of Microsoft Dynamics CRM and Zoho Mail

Microsoft Dynamics CRM and Zoho Mail are two different applications but they can be integrated to offer better services to the users. Microsoft Dynamics CRM is an application used by the sales and marketing department of an organization for creating new leads, keeping track of the customers and for making targeted marketing campaigns. The integration of Microsoft Dynamics CRM and Zoho Mail means that the lead information from the former will be transferred to the latter and vice versa. When a potential customer fills up a form on the website of Zoho Mail, his or her information will be automatically sent to Microsoft Dynamics CRM for future use. An important feature of this integration is that the information will be sent directly from one application to another without having to go through any intermediate steps.

Benefits of Integration of Microsoft Dynamics CRM and Zoho Mail

The integration of Microsoft Dynamics CRM and Zoho Mail makes it easier for the users to communicate with their customers and service them efficiently. If you are using both these applications, you can create leads on your website and then send them to your CRM automatically. Then if someone calls you to enquire about your products or services, you can directly track him or her in your CRM because you have all the information about him or her. In short, it saves your time and gives you more contrp over your business.

In conclusion, we can say that there are many benefits of integrating Microsoft Dynamics CRM and Zoho Mail. They not only make your job easier but also save your time. Your leads can be created on your website and sent directly to your CRM so that you can easily track them and also attend to their queries.

The process to integrate Microsoft Dynamics CRM and Zoho Mail 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.