Integrate Keap with Microsoft Dynamics CRM

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

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About Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

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

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Best Keap and Microsoft Dynamics CRM Integrations

  • Keap Integration Microsoft Dynamics CRM Integration

    Keap + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Keap Integration Microsoft Dynamics CRM Integration

    Keap + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Keap Integration Microsoft Dynamics CRM Integration

    Keap + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Keap Integration Microsoft Dynamics CRM Integration

    Keap + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Keap Integration Microsoft Dynamics CRM Integration

    Keap + Microsoft Dynamics CRM

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

    Keap + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is updated.

  • 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 Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

  • 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 Keap & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Keap and Microsoft Dynamics CRM

Keap

Keap is a cloud-based spution that helps IT departments in managing the software licenses of their company. It does so by keeping track of the licenses and makes sure that companies do not exceed their number of licenses for Microsoft products. Keap also makes sure that companies are using the latest version of their Microsoft products (Microsoft, 2016.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management spution that helps companies manage their sales, marketing, and services better. It also provides data visualization and analyzes the data to help companies get accurate data about themselves (Microsoft, 2016.

In this section, I will explain how integration of Keap and Microsoft Dynamics CRM works and how it benefits companies. I will also explain an incident where Keap and Microsoft Dynamics CRM did not work well together.

Integration of Keap and Microsoft Dynamics CRM

By integrating Keap with Microsoft Dynamics CRM, Microsoft Dynamics CRM can check whether a company has exceeded its number of licenses for each product. If it exceeds the number of licenses of any product, it will stop the employees from using that product. This stops companies from exceeding their number of licenses for any product (Keap, 2016.

Benefits of Integration of Keap and Microsoft Dynamics CRM

Companies can keep track of their licenses by integrating Keap with Microsoft Dynamics CRM. They can see if they have exceeded the number of licenses for any product or not. By doing this, they will not risk getting fined by Microsoft for exceeding their number of licenses. Companies should have a licensed copy of the Microsoft Dynamics CRM installed on their server. The license information should be kept up to date in Keap as well. This is to make sure that the company is not exceeding its number of licenses in any product (Keap, 2016. If they exceed the number of licenses, they will be blocked from accessing the product. If a company chooses to terminate their contract with Microsoft after exceeding their number of licenses, they can transfer the license from one account to another account without getting charged extra money from Microsoft. This makes it easier for companies to transfer their license from one account to another account without getting charged extra money (Microsoft, 2016.

In conclusion, it would be easy for companies to manage their software licenses by integrating Keap with Microsoft Dynamics CRM. However, there are some risks invpved. If the company’s server crashes or if there is no connection between the server and the internet, then there will be problems with integrating Keap with Microsoft Dynamics CRM. This can cause issues between the two systems. There are some ways to avoid getting into such situations. For example, the company can back up their data so that they can restore their data if something wrong happens to their server or network. This way, they will not lose all their data and they can still use both systems properly (Keap, 2016.

References:

The process to integrate Keap 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.