Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.
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 IntegrationsGoogle Docs + Microsoft Dynamics CRM
Create Lead to Microsoft Dynamics CRM from New Document in Google Docs Read More...Google Docs + Microsoft Dynamics CRM
Create Account to Microsoft Dynamics CRM from New Document in Google Docs Read More...Google Docs + Microsoft Dynamics CRM
Create Contact to Microsoft Dynamics CRM from New Document in Google Docs Read More...Google Docs + Microsoft Dynamics CRM
Create Opportunity to Microsoft Dynamics CRM from New Document in Google Docs Read More...Google Docs + Microsoft Dynamics CRM
Create Case to Microsoft Dynamics CRM from New Document in Google Docs Read More...It's easy to connect Google Docs + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when a new document is added (inside any folder).
Triggers when a new document is added to a specific folder (but not its subfolders).
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 new task is created.
Triggers when a lead is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
(30 seconds)
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(30 seconds)
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(2 minutes)
Google Docs is a free web-based office suite provided by Google, consisting of word processor, spreadsheet, and presentation software. It stores documents in Google Drive which is the cloud storage spution from Google. The product was announced in May 2006. In July, 2007, Google App for Your Domain was released, which enabled organizations to install the software on their servers.
Microsoft Dynamics CRM is a customer relationship management (CRM. enterprise software application produced by Microsoft. It allows users to manage and track interactions and opportunities with customers and other contacts.
Google Docs and Microsoft Dynamics CRM integration provides integration between your cloud based document management system and your organization’s CRM system. The integration allows you to get meaningful insights into your data such as the number of opportunities created from a particular deal or the number of activities that were scheduled to complete an opportunity. You can also see this information by client or by account using the charts and dashboards in Google Docs and Microsoft Dynamics CRM. The integration also allows you to take advantage of the rich reporting and analytics capabilities of Microsoft Dynamics CRM while still having the freedom to use the familiar web-based applications like Google Docs.
Integration of Google Docs and Microsoft Dynamics CRM enables you to take advantage of its benefits such as. (1. increased productivity; (2. reduced time; (3. reduced cost; (4. improved efficiency; (5. greater flexibility; (6. increased visibility; (7. increased access to information; (8. lower maintenance cost; (9. better quality contrp; (10. improved customer service; (11. improved sales support; (12. improved sales opportunities tracking, monitoring, and forecasting; (13. improved sales revenue tracking, monitoring, and forecasting; (14. integrated sales forecasts; (15. integrated sales pipeline analytics; (16. integrated sales engagement analytics; (17. integrated sales performance analytics; (18. integrated sales effort analytics; (19. integrated sales opportunity analytics; (20. integrated sales opportunity tracking, monitoring, and forecasting; (21. integrated sales activity tracking, monitoring, and forecasting; (22. integrated sales performance tracking, monitoring, and forecasting; (23. integrated sales pipeline tracking, monitoring, and forecasting; (24. integrated sales forecast tracking, monitoring, and forecasting; (25. integrated sales opportunity pipeline tracking, monitoring, and forecasting; (26. integrated sales management analytics; (27. integrated sales performance analytics; (28. integrated sales meeting analytics; (29. integrated sales team calendar analytics; (30. integrated sales effort analytics; (31. integrated sales opportunity pipeline analytics; (32. integrated sales opportunity tracking, monitoring, and forecasting analytics; (33. integrated sales activity tracking, monitoring, and forecasting analytics; (34. integrated sales performance tracking, monitoring, and forecasting analytics; (35. integrated sales forecast tracking, monitoring, and forecasting analytics; (36. integrated sales opportunity pipeline tracking, monitoring, and forecasting analytics; (37. integrated sales management analytics; (38. integrated sales performance analytics; (39. integrated sales meeting analytics; (40. integrated sales team calendar analytics; (41. increased insight into your data such as the number of opportunities created from a particular deal or the number of activities that were scheduled to complete an opportunity using charts and dashboards in Google Docs and Microsoft Dynamics CRM.
The integration of Google Docs and Microsoft Dynamics CRM will help you adapt quickly to new business conditions. It will allow you to focus on your core competencies while leveraging the existing resources in your organization without the need to train your employees on entirely new systems.
The process to integrate Google Docs 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.