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Helpwise + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Helpwise

Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.

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
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best ways to Integrate Helpwise + Microsoft Dynamics CRM

  • Helpwise Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    Close
    When this happens...
    Helpwise New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Helpwise Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    Close
    When this happens...
    Helpwise New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Helpwise Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    Close
    When this happens...
    Helpwise New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Helpwise Gmail

    Microsoft Dynamics CRM + Gmail

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

    Microsoft Dynamics CRM + Gmail

    Send Email in Gmail when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Helpwise New Contact
     
    Then do this...
    Gmail Send Email
  • Helpwise {{item.actionAppName}}

    Helpwise + {{item.actionAppName}}

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

It's easy to connect Helpwise + Microsoft Dynamics 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.

    Actions
  • Add Note

    Add note in Helpwise.

  • Create Contact

    Creates a Contact

  • Send email

    Send email in Helpwise.

  • 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

How Helpwise & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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