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Gmail + Microsoft Dynamics CRM Integrations

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

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About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate Gmail + Microsoft Dynamics CRM

  • Gmail Microsoft Dynamics CRM

    Gmail + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Gmail Microsoft Dynamics CRM

    Gmail + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Gmail Microsoft Dynamics CRM

    Gmail + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Gmail Microsoft Dynamics CRM

    Gmail + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Gmail Microsoft Dynamics CRM

    Gmail + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Gmail {{item.actionAppName}}

    Gmail + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Gmail + Microsoft Dynamics CRM in easier way

It's easy to connect Gmail + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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.

    Actions
  • Create Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • 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

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

How Gmail & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Gmail 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 Microsoft Dynamics 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 Gmail to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gmail and Microsoft Dynamics CRM

Gmail and MS Dynamics CRM are two effective software tops which help in improving the efficiency of marketing teams and business professionals. Both of these apps offer a lot of benefits to the users and help them complete their tasks on time. Therefore, integration of Gmail and Microsoft Dynamics CRM is a great spution for businesses that want to achieve quick results and improve the overall performance.

Integration of Gmail and Microsoft Dynamics CRM

The integration of Gmail and Microsoft Dynamics CRM helps in automating various tasks like email management, customer relationship management, and analyzing data etc. Therefore, services provided by the companies become more efficient and the customers can easily communicate with the team members through emails. For example, whenever a new customer contacts the company through an email, it is immediately added to the list of contacts within the application. Gmail and Microsoft Dynamics CRM also allow you to create a central email server so that all your employees can log into the application at any time. In other words, integration of Gmail and Microsoft Dynamics CRM helps in enhancing the operational efficiency of your business.

Benefits of Integration of Gmail and Microsoft Dynamics CRM

Apart from automating the data cplection process, integration of Gmail and Microsoft Dynamics CRM helps in improving the overall productivity of your business. This is possible because it provides the employees with a centralized location where they can access all their data. As this app allows you to create a central email server, all the employees will be able to access the data for working on their tasks easily. For example, if one employee takes leave from work due to some family problem or personal emergency, another employee can pick up his work from that particular point. Moreover, while writing an article on this topic, you should mention that the integration of Gmail and Microsoft Dynamics CRM also helps in reducing the overall cost of performing various tasks. For example, if you integrate both of these applications with each other, you can connect various social media platforms like Facebook, Twitter, YouTube etc. with them as well. This will help in saving a lot of time and effort as you will not have to log into different websites and write messages individually.

To conclude, it is important to mention that Integration of Gmail and Microsoft Dynamics CRM can help you improve your business operations significantly. Therefore, integrating these two applications is an excellent idea for your business if you want to save time and money.

The process to integrate Gmail and Microsoft Dynamics 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.