Integrate Knack with Microsoft Dynamics CRM

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

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About Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

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.

Want to explore Knack + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Knack + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Knack + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New Record

    Triggers when a new record is created.

  • 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 Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

  • 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 Knack & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Knack and Microsoft Dynamics CRM

Knack helps you automate your business operations by connecting cloud-based applications and services. It helps organizations manage business processes more effectively across the entire enterprise. Knack uses an intelligent, rules-based engine to help you create custom workflows to automate your business operations. You can also centrally manage user access to your organization’s SaaS apps using Knack.

Knack provides full integration with Microsoft Dynamics CRM to help you gain tighter contrp over your customer interactions. It helps connect your CRM data into workflows and lets you leverage your CRM data across multiple applications. Integration is easy and fast, and the result is a seamless experience for users and a significant improvement in your organization’s efficiency and effectiveness.

Integration of Knack and Microsoft Dynamics CRM allows you to connect both cloud-based applications for automating your business process. You can manage all the various cloud-based applications from one single place with the help of automation functionality. One of the best features of integration is that it helps you connect multiple systems together in order to avoid duplicate data entry. With the help of integration, you can easily exchange information between the two platforms. For example, when you add a new customer record in CRM, that same record will be added in Knack and vice versa. Thus, reducing the level of manual information update in these software systems. Another benefit of integration is that you can automatically share documents and files across both platforms with the help of automatic synchronization feature. With the help of integrated workflow, you can extend your business capabilities across multiple systems with ease. Not only this, but with the help of integration, you can also automate social media engagement and integrate with other extensions like Autopilot, Appy Pie Connect and Rocket Webinar. Overall, integration helps enhance business process efficiency and effectiveness across multiple systems.

I have shared my thoughts about the integration of Knack and Microsoft Dynamics CRM in my article. I have also discussed the benefits of integration of these two cloud-based applications. After reading this article, I hope that you have developed a clear understanding about how integration of Knack and Microsoft Dynamics CRM benefits organizations.

The process to integrate Knack 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm