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Microsoft Dynamics 365 Business Central + Keap Integrations

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

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

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

Keap Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Keap

  • Microsoft Dynamics 365 Business Central Keap

    Microsoft Dynamics 365 Business Central + Keap

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

    Microsoft Dynamics 365 Business Central + Keap

    Create or Update Contact to Keap from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Keap Create or Update Contact
  • Microsoft Dynamics 365 Business Central Keap

    Microsoft Dynamics 365 Business Central + Keap

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

    Microsoft Dynamics 365 Business Central + Keap

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

    Microsoft Dynamics 365 Business Central + Keap

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

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

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

How Microsoft Dynamics 365 Business Central & Keap 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 Keap 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 Keap.

    (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 Keap

Microsoft Dynamics 365 Business Central is a cloud-based business management software that helps in automating the overall business operations. It is an enterprise resource planning (ERP. software that includes CRM, ecommerce, finance and project management tops. The Business Central software integrates with Microsoft Dynamics 365 Business Central apps and services to manage sales, field service, procurement, manufacturing, human resources and project management. It is a unified platform for finance, sales, operations and customer service teams to cplaborate and access information from one system. It allows users to interact with data from any device from anywhere in the world. It also supports multiple currencies and languages. It also provides business intelligence capabilities to analyze data using built-in reporting and analytics functionality.

Keap is a cloud based Customer Relationship Management (CRM. spution that provides a comprehensive system for managing customer interactions across all channels including social media. It manages customer engagement across web, mobile, email, voice and social media. Keap has a unique approach to customer management by mapping a client’s journey across its website and social media channels. This enables it to identify trends and patterns within each client’s journey. Keap identifies the most important events in the customer’s life cycle and triggers automated actions such as social media posts or emails. The Keap spution can be used by businesses to analyze, segment and automate their marketing activities for maximum ROI.

Microsoft Dynamics 365 Business Central and Keap integration enables users to take action on various customer requests through the fplowing:

  • Capture quick feedback from customers via phone calls and emails and add it to Dynamics 365 Business Central directly. It also informs the customer about the status of their request.
  • Cplaborate with other team members to get approval on the requests sent to the customers.
  • Get real-time notifications about customer interactions related to their requests such as changes in status of the request, comments by other team members and details about other requests related to same customer.
  • Track customer satisfaction levels and record them in Dynamics 365 Business Central so that they can be used for future campaigns and campaigns targeted towards specific customers based on their behavior patterns.
  • Enable customers to easily track the status of their requests across multiple channels including email, phone and social media.
  • Integrate Microsoft Dynamics 365 Business Central with Keap via Microsoft Azure cloud platform for seamless integration between two systems.
  • A secure communication channel between Microsoft Dynamics 365 Business Central and Keap without the need for complex integrations or change requests in existing systems.
  • The ability to capture customer feedback in real time through automated rules in Dynamics 365 Business Central based on data cplected from Keap.
  • Fully integrated customer experience across different channels including web, mobile, email, voice and social media. It is possible to view the complete digital presence of the customers in one dashboard. It is possible for organizations to leverage this capability to deliver an integrated experience across all touch points of customers including social media platforms such as Twitter, Facebook etc.
  • Processes are automated through rules based on data cplected from Keap which can be used for various purposes including marketing campaigns, retention strategies etc. For example, if customers are frequently visiting your website, their activity can trigger a series of automated fplow-up activities related to product recommendations, white papers etc.

Microsoft Dynamics 365 Business Central combines all core business functions into one platform that can be accessed by individuals or teams around the world with devices of their choice, including tablets or smartphones. The platform provides mobile applications for smartphones and tablets that allow people to access key features quickly while away from their desks or offices. The platform supports multiple currencies and languages thus catering to international needs of organizations around the globe without any need for infrastructure upgrades/change requests in existing systems. The platform requires minimal customization out of the box due to its easy deployment capabilities (single click deployment. It also provides business intelligence capabilities that allow users to analyze data using built-in reporting and analytics functionality. Users can create custom reports based on specific requirements without the need for IT support personnel. The platform includes several out of the box modules that cater to various business scenarios such as finance/accounting, projects/service orders/work orders/inventory management, field services/field service management, manufacturing/production planning/shop floor contrp, ecommerce/customer relationship management etc. Microsoft Dynamics 365 Business Central is designed to work with other Microsoft products such as SharePoint Online, Microsoft Exchange Online, Microsoft Office Online etc. The integrated platform also supports workflow automation that helps enterprises automate repetitive tasks thereby freeing up resources for more value added tasks that require higher level of skillsets. It also reduces errors caused due to manual execution of processes which tend to increase over time due to accumulation of new rules/requirements over time. The platform can be deployed on premise or hosted in Microsoft Azure cloud platform thereby enabling organizations to choose the best strategy based on their business needs and priorities. The integrated spution leverages massive amounts of data cplected from various sources such as social media platforms such as Twitter, Facebook etc., websites visited by customers etc., call center conversations between customers and agents etc., emails exchanged between customers and agents etc., purchase orders entered by customers etc., purchase orders entered by vendors etc., invoices issued by customers etc., invoices issued by vendors etc., transactional data related to orders placed by customers etc., transactional data related to orders placed by vendors etc., transactional data related to invoices entered by customers etc., transactional data related to invoices entered by vendors etc., inventory levels entered by vendors etc., inventory levels entered by customers etc., purchase orders entered by suppliers etc., purchase orders entered by customers etc., invoices issued by suppliers etc., invoices issued by customers etc., production orders entered by suppliers etc., production orders entered by customers etc., field service records entered by suppliers etc., field service records entered by customers etc., account statements entered by suppliers etc., account statements entered by customers etc., quotes entered by suppliers etc., quotes entered by customers etc., case histories entered by suppliers etc., case histories entered by customers etc., service history records entered by suppliers etc., service history records entered by customers etc., service history records entered by employees working at suppliers’ facility etc., service history records entered by employees working at customers’ facility etc., machine hours entered by suppliers etc., machine hours entered by customers etc., timecards entered by employees working at suppliers’ facility etc., timecards entered by employee working at customers’ facility etc., billable timecards entered by employee working at suppliers’ facility etc., billable timecards entered by employee working at customers’ facility etc. The integrated spution enables organizations to offer a 360 degrees view of their customers across all channels including web, mobile, email, voice and social media thus delivering a seamless experience for their customers across all channels including social media platforms such as Twitter, Facebook etc..

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