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Integrate Microsoft Dynamics 365 Business Central with Apptivo

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

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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.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Apptivo

  • Microsoft Dynamics 365 Business Central Integration Apptivo Integration

    Microsoft Dynamics 365 Business Central + Apptivo

    Add Employee in apptivo when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Apptivo Integration Add Employee
  • Microsoft Dynamics 365 Business Central Integration Apptivo Integration

    Microsoft Dynamics 365 Business Central + Apptivo

    Create Lead to apptivo from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Apptivo Integration Create Lead
  • Microsoft Dynamics 365 Business Central Integration Apptivo Integration

    Microsoft Dynamics 365 Business Central + Apptivo

    Create Opportunity to apptivo from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Microsoft Dynamics 365 Business Central Integration Apptivo Integration

    Microsoft Dynamics 365 Business Central + Apptivo

    Create Case to apptivo from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Apptivo Integration Create Case
  • Microsoft Dynamics 365 Business Central Integration Apptivo Integration

    Microsoft Dynamics 365 Business Central + Apptivo

    Create Contact to apptivo from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Apptivo Integration Create Contact
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

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

It's easy to connect Microsoft Dynamics 365 Business Central + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create Contact

    Create 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.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics 365 Business Central & Apptivo Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central 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 Apptivo 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 Microsoft Dynamics 365 Business Central to Apptivo.

    (2 minutes)

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

Integration of Microsoft Dynamics 365 Business Central and Apptivo

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a software spution developed by Microsoft for business applications. It covers the full spectrum of business processes and functional areas, such as customer relationship management (CRM), sales and services, project service automation, and financials. Business Central is designed to integrate with many third-party systems, such as SalesForce, QuickBooks, and Xero.

Apptivo

Apptivo is an online CRM software that helps small and midsize businesses to manage sales, marketing, and support. It integrates with Microsoft Dynamics 365 Business Central and increases the agility and efficiency of your business. It not only automates your business operations but also integrates with various apps and cloud services.

Integration of Microsoft Dynamics 365 Business Central and Apptivo

Integration of Apptivo with Microsoft Dynamics 365 Business Central allows you to seamlessly access data from the two systems in real time. Using integration, you can assign leads to sales reps; track deals; record time for each activity; update invoices; and close deals. You can easily update customer information such as phone numbers, addresses, and email addresses directly from Microsoft Dynamics 365 Business Central into Apptivo. Using the Apptivo connector, you can easily connect with other apps that integrate with Microsoft Dynamics 365 Business Central, such as QuickBooks Online, Salesforce, SugarCRM, Zoho, Highrise, GoToMeeting, etc. The integration of Apptivo with Microsoft Dynamics 365 Business Central also improves the overall productivity of your business. With Apptivo’s dashboards, you can create custom dashboards using the data from various systems. These dashboards are available on your desktop so you can access them at any time. Additionally, you can create related lists so you can quickly launch activities or create tasks for other team members. You can also use predefined list views for faster navigation.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Apptivo

Integration of Apptivo with Microsoft Dynamics 365 Business Central provides multiple benefits to your business. Some of these benefits are as fplows:

Sales Reps can easily access leads created in Microsoft Dynamics 365 Business Central by using the integrated lead retrieval feature in Apptivo. They can also store leads in an easy-to-manage system by using the integrated lead storage feature in the Apptivo CRM software.

You can easily assign leads to sales reps by using the integrated lead assignment feature in Apptivo.

You can create opportunities for leads by using the integrated opportunity creation feature in the Apptivo CRM software. You can then sync these opportunities to Microsoft Dynamics 365 Business Central within seconds. This ensures that sales teams working on these opportunities are always kept up to date about the status of their deals.

You can easily track deals using the integrated deal tracking feature in the Apptivo CRM software. You can also track your deals by assigning them to appropriate sales reps by using the integrated deal assignment feature in Apptivo.

You can send emails to customers who have visited your website by using the integrated email generation feature in the Apptivo CRM software. This ensures that you can keep in touch with your customers even after they leave your website. You can then sync these emails to Microsoft Dynamics 365 Business Central within seconds. This ensures that sales teams working on these deals are always kept up to date about the status of their deals.

You can generate quotes using the integrated quote generation feature in the Apptivo CRM software. You can then sync these quotes to Microsoft Dynamics 365 Business Central within seconds. This ensures that sales teams working on these deals are always kept up to date about the status of their deals.

You can track time spent on each activity by using the integrated time tracking feature in the Apptivo CRM software. You can then sync these timesheets to Microsoft Dynamics 365 Business Central within seconds. This ensures that sales teams working on these deals are always kept up to date about the status of their deals.

You can create invoices by using the integrated invoice generation feature in the Apptivo CRM software. You can then sync these invoices to Microsoft Dynamics 365 Business Central within seconds. This ensures that sales teams working on these deals are always kept up to date about the status of their deals.

You can close deals by using the integrated closing feature in the Apptivo CRM software. You can then sync these invoices to Microsoft Dynamics 365 Business Central within seconds. This ensures that sales teams working on these deals are always kept up to date about the status of their deals.

In conclusion, Microsoft Dynamics 365 Business Central and Apptivo integration provides significant benefits to your business. Both these systems are robust and powerful; therefore they meet all your business needs. If you would like more information about how integration with Apptivo will benefit your business, please contact us today!

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