Integrate Konnect Insights with Microsoft Dynamics CRM

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

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About Konnect Insights

Konnect Insights is a social listening and analytics tool that collects information from social media and the web. Data is fetched based on keywords and social profiles. Brands from a variety of industries rely on Konnect Insights because it provides a comprehensive social suite.

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 Konnect Insights + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Konnect Insights + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Konnect Insights + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • Get Profiles

    Trigger when new profile is created

  • Get Topics

    Triggers when new topic created

  • New cluster message

    Trigger when there is a new message for cluster.

  • New profile message

    Trigger when there is a new message for profile.

  • New topic message

    Trigger when there is a new message for topic.

  • 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 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 Konnect Insights & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Konnect Insights 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 Konnect Insights to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Konnect Insights and Microsoft Dynamics CRM

Konnect Insights

Konnect Insights is a cloud-based platform that allows users to design, configure and deploy smart forms. These forms are designed for any type of business process. It can be used for customer surveys, employee feedback, company feedback, product feedback etc. The forms are created by the user in an easy to use drag-and-drop interface. Once the form is ready, the user can export it into Microsoft Dynamics CRM.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management spution that helps businesses manage their interactions with customers and partners. It helps them manage leads, contacts, opportunities, tasks, projects and much more. It also helps business users monitor their sales progress and improve their customer service.

Integration of Konnect Insights and Microsoft Dynamics CRM

One of the main features of Konnect Insights is integration with CRM applications. It allows users to link data from CRM applications and send it to the application. For instance, a user can create a form in Konnect Insights and send its information to CRM. This way, the information entered by the user in the form becomes available in CRM. This helps the user to track all the information entered by the user in one place rather than tracking it down in multiple places.

Benefits of Integration of Konnect Insights and Microsoft Dynamics CRM

Integration of Konnect Insights and Microsoft Dynamics CRM gives many benefits to business users. Some of these benefits are:

  • Easy Access to Data. For example, if a user is creating a survey in Konnect Insights and sending it to CRM, he/she will be able to access data in both places. This way, it becomes easier for the user to access data from different sources without having to switch between different sources or websites.
  • Data Management. With integration between Konnect Insights and Microsoft Dynamics CRM, users can manage their data easily without worrying about losing it. In addition, they will have access to more data from various sources at one place which gives them a better understanding of their business needs.
  • Easy Scheduling. Users of Konnect Insights have the option of scheduling forms for future dates. This means that once a form is created in Konnect Insights, users can schedule it for a later date. Once a schedule has been set, users get a notification on their mobile device on the day of the survey. This makes it easier for them to take part in surveys or get feedback from customers or employees at a time convenient for them. In addition, they don’t have to remember when surveys are open for participation. They can just wait for a notification on their mobile device at the scheduled time and complete the survey.
  • Easy Feedback. Identify areas where improvements need to be made or areas where work has been done well by sending feedback to team members within a company. This helps teams identify areas where improvements can be made and make necessary changes in their work.
  • Easy Communication. With integration between Konnect Insights and Microsoft Dynamics CRM, communication between teams becomes much easier. All communication regarding updates or issues gets done via email notifications sent to users who are subscribed to specific action items or requests. This way, teams can stay connected through email rather than through phones or other means of communication.

After reading this article, users should now understand what Konnect Insights is and how it can be used with Microsoft Dynamics CRM. They should now be aware of the benefits of integration between these two tops as well as how easy it is to integrate them together.

The process to integrate Konnect Insights 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