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.
Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.Zoom Integrations
Microsoft Dynamics CRM + ZoomCreate Meeting to Zoom from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ZoomCreate Registrant to Zoom from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ZoomCreate Meeting Registrant to Zoom from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ZoomCreate Meeting Registration Custom Question to Zoom from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ZoomCreate Meeting to Zoom from New Lead in Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + Zoom 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 lead is updated.
Triggers when a new Meeting or Webinar is created.
Triggers when a new Recording is completed for a Meeting or Webinar.
Triggers when a new registrant is added to a Webinar.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Add a new meeting registrant.
Create registration questions that will be displayed to users while registering for a meeting.
Creates a new webinar registrant.
Microsoft Dynamics CRM is a customer relationship management software application. It allows users to store information related to their customers and also allows them to utilize the information available in the system to improve their knowledge of their customers. The system can be used to handle sales, marketing, and service for an organization.CRM can be integrated with other applications to enhance its functionality. For example, Microsoft Exchange Server can be integrated with CRM to provide a single view of all customer-related data. Other applications that can be integrated with CRM include Sage Act! and Salesforce.com.
Zoom is a video conferencing application that allows users to communicate via video conference. Zoom also enables users to use one-way video calling. The application eliminates the need for traveling between offices or using expensive phones to communicate with co-workers. Using Zoom saves an organization money because employees can work from home and avoid the cost of traveling between offices, as well as the cost of purchasing phones and traveling to meetings.Zoom is available on Windows, Mac, iOS, Android, and Linux platforms.Zoom also offers integration with Microsoft Dynamics CRM.
Integration invpves making the two systems work in a manner that enhances their functionality and improves the productivity of users. Integration invpves two basic steps. configuration and connection. Configuration invpves defining the data exchange between both applications while connection invpves establishing a link between the systems that facilitates data transfer.Integration of CRM and Zoom results in the fplowing benefits:
Integration of Microsoft Dynamics CRM and Zoom results in an enhanced user experience, increased productivity, reduced costs, and improved performance of both applications.
The process to integrate Microsoft Dynamics CRM and Zoom 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.