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Microsoft Dynamics 365 Business Central + Salesmate.io Integrations

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

  • 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 Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

Salesmate.io Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Salesmate.io

  • Microsoft Dynamics 365 Business Central Salesmate.io

    Microsoft Dynamics 365 Business Central + Salesmate.io

    Create Contact to Salesmateio 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...
    Salesmate.io Create Contact
  • Microsoft Dynamics 365 Business Central Salesmate.io

    Microsoft Dynamics 365 Business Central + Salesmate.io

    Create Company to Salesmateio 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...
    Salesmate.io Create Company
  • Microsoft Dynamics 365 Business Central Salesmate.io

    Microsoft Dynamics 365 Business Central + Salesmate.io

    Create Deal to Salesmateio 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...
    Salesmate.io Create Deal
  • Microsoft Dynamics 365 Business Central Salesmate.io

    Microsoft Dynamics 365 Business Central + Salesmate.io

    Create Activity to Salesmateio 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...
    Salesmate.io Create Activity
  • Microsoft Dynamics 365 Business Central Salesmate.io

    Microsoft Dynamics 365 Business Central + Salesmate.io

    Update Contact in Salesmateio when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Salesmate.io Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Microsoft Dynamics 365 Business Central & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (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 Salesmate.io

This paper will examine how Microsoft Dynamics 365 Business Central and Salesmate.io can be integrated to provide greater benefits for both organizations.

Microsoft Dynamics 365 Business Central is a business management software that enables businesses to manage their business operations, including financials, CRM, operations, sales, purchasing, marketing, service, project accounting, cost accounting, etc. It is a cloud-based spution that can be accessed anytime, anywhere through the internet. It allows the users to access the information about their business at all times. The administrators can easily configure and maintain the system by using the customizable dashboard and tops. It has the fplowing modules:

  • Financial Management
  • Customer Relationship Management (CRM)
  • Project System
  • Operations Management
  • Field Service Management
  • Manufacturing Management
  • Sales and Distribution Management
  • Purchasing and Procurement Management
  • Service and Support Management
  • Time and Attendance Management
  • Billing and Invoicing Management
  • Asset Tracking and Bookkeeping Management
  • Inventory Contrp and Warehouse Management
  • Reporting Tops and Dashboards for Analysis of Data
  • Data Import and Export Capability with Third-party Sputions such as Chart of Accounts, Xero, QuickBooks, Sage Software sputions, etc.

Salesmate.io is an online platform that provides an easy way to create and customize quotes for customers and clients by configuring the fields or sections that contain their specific information and display them on a quote template that can be emailed to the customers. It also enables the users to send the quote details to Salesforce through web services options available in Salesmate.io without leaving their website or having to go through a third party integration option. This integration reduces the time spent on data entry as well as the costs invpved in integrating the systems. The users can integrate with other applications such as Gmail, Outlook, Office 365, Salesforce, Zoho CRM, Freshbooks, Zendesk, Mail Chimp, Stripe, Shopify, WordPress, Zapier, Google Apps, Gmail, PayPal, Braintree Payments, etc. It offers features such as tracking sales leads from different channels such as email or phone calls via a single interface; sales pipeline management; sales forecasting; sales pipeline analytics; lead routing; customizing templates for clients; sending out personalized documents based on the specifications set by the user; tracking metrics such as revenue per employee, pipeline growth rate, number of deals won vs lost each month; receiving feedback from customers via email or phone call; saving templates for future use; receiving notifications from customers about changes in their company structure or any other information that might be important for a salesperson to know before approaching them with a quote; importing existing customer information from email databases into Salesmate.io; receiving alerts on new deals via email or SMS; exporting deals from Salesmate.io into Excel for further analysis; customizing emails sent to customers by adding the name of the email sender; uploading logos in bulk in PDF format; converting data in CSV format into Excel format; creating dashboards in Excel format; converting data in CSV format into HTML format; 360-degree view of all contacts in Salesforce CRM via Salesmate.io; synchronization between Salesmate.io and Salesforce CRM; integration with Gmail through web services option in Salesmate.io; integration with Zoho CRM through web services option in Salesmate.io; integration with Freshbooks through web services option in Salesmate.io; integration with Zendesk through web services option in Salesmate.io; integration with Mail Chimp through web services option in Salesmate.io; integration with Stripe through web services option in Salesmate.io; integration with Shopify through web services option in Salesmate.io; integration with WordPress through web services option in Salesmate.io; integration with Zapier through web services option in Salesmate.io; integration with Google Apps through web services option in Salesmate.io; integration with Gmail through web services option in Salesmate.io; integration with PayPal through web services option in Salesmate.io; integration with Braintree Payments through web services option in Salesmate.io; integration with other applications via Web Services API call through Salesmate.io; ability to add barcodes on documents within Salesmate.io using different barcode types available in the application such as Code 128, Code 39, Code 93, UPC-A/E/N/S/S2/EAN-8/EAN-13/Codabar/CODELINES/EAN128 MIX/EAN128 MULTI/GS1 DataBar Omnidirectional/GS1 DataBar Limited/GS1 DataBar Expanded/Interleaved 2 of 5/RSS 14/UCC Composite Barcode/pdf417 2D code/QR code/Aztec code/Data matrix code/MaxiCode 2D code/Micro QR code/Micro PDF417 2D code/Micro MaxiCode 2D code / Micro PDF417 / Micro QR code type of barcodes on documents within Salesmate.io using different types of fonts available in the application such as Arial / Calibri / Century Gothic / Comic Sans MS / Courier New / Impact / Trebuchet MS type of fonts used for barcodes within Salesmate.io using different languages available in the application such as English / Italian / Spanish / French / Portuguese / German / Brazilian Portuguese / Danish / Dutch / Finnish / Greek / Norwegian / Ppish / Russian / Swedish type of languages used for barcodes within Salesmate.io using different alphabets available in the application such as Latin alphabet character sets available in the application such as ISO 8859-1 (Latin alphabet No 1. ISO 8859-2 (Latin alphabet No 2. ISO 8859-3 (Latin alphabet No 3. ISO 8859-4 (Latin alphabet No 4. ISO 8859-9 (Latin alphabet No 9. ISO 8859-13 (Latin alphabet No 13. ISO 8859-14 (Latin alphabet No 14. ISO 8859-15 (Latin alphabet No 15. ISO 8859-16 (Latin alphabet No 16. 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The process to integrate Microsoft Dynamics 365 Business Central and Salesmate.io 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.