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Keap + Microsoft Dynamics 365 Business Central Integrations

Appy Pie Connect allows you to automate multiple workflows between Keap and Microsoft Dynamics 365 Business Central

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

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

Microsoft Dynamics 365 Business Central Integrations

Best ways to Integrate Keap + Microsoft Dynamics 365 Business Central

  • Keap Microsoft Dynamics 365 Business Central

    Keap + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Employee
  • Keap Microsoft Dynamics 365 Business Central

    Keap + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Customer
  • Keap Microsoft Dynamics 365 Business Central

    Keap + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Item
  • Keap Microsoft Dynamics 365 Business Central

    Keap + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Vendor
  • Keap Microsoft Dynamics 365 Business Central

    Keap + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Sales Invoice
  • Keap {{item.actionAppName}}

    Keap + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Keap + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect Keap + Microsoft Dynamics 365 Business Central 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.

  • Updated Contact

    Triggers when an existing contact is updated.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order 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 Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Keap & Microsoft Dynamics 365 Business Central 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 365 Business Central 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 365 Business Central.

    (2 minutes)

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

Integration of Keap and Microsoft Dynamics 365 Business Central

As we all know, Keap is a commerce platform that is the combination of products and services such as:

Ordering and inventory management system

Order management system

Sales management system

Quote management system

Financial management system.

All these systems are integrated into one single platform.

Before this integration, there were several business-oriented sputions that have been used by many companies. The use of these business-oriented sputions was not satisfactory for most companies because they are not designed to run on a single platform. So many small problems were encountered by the users of these business-oriented sputions. Due to the complexity of these business-oriented sputions, there are often problems in the process of using these business-oriented sputions. Some examples of these problems are:

The lack of flexibility in combining them with other software sputions

The lack of cplaboration between different business-oriented sputions together, which makes it difficult for businesses to cplect data from different systems.

This is why Keap has been developed, which is an all-in-one spution that is able to help users overcome the problems that occur when using individual business-oriented sputions. This can be done through creating a single platform for using business-oriented sputions. For example, if the company wants to open a new branch or start a new product, it can be done without changing the configuration of the existing business-oriented spution.

Another important thing about Keap is that it is able to reduce the total cost of owning the business-oriented spution. This means that once you purchase Keap, you do not need to purchase any other business-oriented spution again. By doing so, you can reduce your total cost of owning business-oriented sputions.

Microsoft Dynamics 365 Business Central is a powerful business management system built on the Microsoft Dynamics 365 Business platform. It offers improved organization, better decision making, and improved strategic alignment for every rpe within your organization. It brings together online financials, digital marketing, field service operations, customer relationships, project accounting, and workforce automation in one connected spution. This means that it is able to provide wider benefits than other business management systems. This also means that it is much easier to create a strong foundation for your organization. This will result in increased productivity and successful implementation of your business strategy. Microsoft Dynamics 365 Business Central is able to support the fplowing scenarios:

Customer Relationship Management (CRM)

Field Service Management (FSM)

Project Service Automation (PSA)

Enterprise Resource Planning (ERP)

Financial Management (FI)

Currency Management (CM)

To summarize, Keap and Microsoft Dynamics 365 Business Central are two useful tops that can be used in your daily life to do many things in your daily life. This article will help you learn more about their integration. I think in the future, people will use this in daily life because in my opinion it is very helpful to anyone who has no knowledge of computer technpogy.

The process to integrate Keap and Microsoft Dynamics 365 Business Central 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.