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Nutshell + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

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Best ways to Integrate Nutshell + Microsoft Dynamics CRM

  • Nutshell Microsoft Dynamics CRM

    Nutshell + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell New Person
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Nutshell Microsoft Dynamics CRM

    Nutshell + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell New Person
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Nutshell Microsoft Dynamics CRM

    Nutshell + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell New Person
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Nutshell Microsoft Dynamics CRM

    Nutshell + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell New Person
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Nutshell Microsoft Dynamics CRM

    Nutshell + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell New Person
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Nutshell {{item.actionAppName}}

    Nutshell + {{item.actionAppName}}

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

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

    Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person 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.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • 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 Opportunity

    Creates a new Opportunity.

How Nutshell & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Nutshell and Microsoft Dynamics CRM

Nutshell

Nutshell is an online database company that developed a software called Nutshell CRM for Dynamics CRM. It provides business sputions to its client by integrating Microsoft Dynamics CRM into their software. Nutshell was founded in 2003 by Ashvin Parekh, who is the CEO of the company. The company has offices in California, New York and India.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. spution designed primarily for small and medium-sized businesses. It can be used to track customers, opportunities, leads, partners, support cases, tasks, etc. Microsoft Dynamics CRM also includes features like workflow automation, activity management, case management, marketing automation, analytics dashboard, calendar and other resources. As of October 2015, there are over 1 million organizations using Microsoft Dynamics CRM worldwide.

Integration of Nutshell and Microsoft Dynamics CRM

Nutshell has integrated Microsoft Dynamics CRM into its software to provide clients with a flexible platform that can be used to store various data like contacts, activities, documents and other information related to the business process.

The integration between Nutshell and Microsoft Dynamics CRM provides the fplowing benefits:

It enables users to access all the information stored in Microsoft Dynamics CRM through Nutshell. So users do not have to switch between different applications to find their required data. It makes it easy for users to update records in both Nutshell and Microsoft Dynamics CRM because both systems are integrated with each other. It helps users to create new or update existing contact records in Microsoft Dynamics directly from Nutshell. It allows users to create new or update existing activity records in Microsoft Dynamics directly from Nutshell. It enables users to create new or update existing opportunity records in Microsoft Dynamics directly from Nutshell. Users can add existing activities in Nutshell into a record in Microsoft Dynamics CRM. Users can add existing contacts in Nutshell into a record in Microsoft Dynamics CRM. Users can add existing sales orders in Nutshell into a record in Microsoft Dynamics CRM. Users can add existing proposals in Nutshell into a record in Microsoft Dynamics CRM.

Benefits of Integration of Nutshell and Microsoft Dynamics CRM

Integration of Nutshell and Microsoft Dynamics CRM brings fplowing benefits:

All the information about a company’s contacts can be accessed from a single location instead of going through multiple applications to access the information. Accessibility of all the information within a single application reduces time and effort required to access information from different applications. Information from multiple sources can be accessed from a single application so there is no need to use multiple applications to access information from various sources. Information from different applications can be available on a single platform so there is no need to move back and forth between different applications. Information from different applications can be easily accessed from a single interface which reduces time and effort required to access information from these applications. Data and information from different sources and applications can be accessed and edited from a single location which reduces time and effort required to access this information from these various sources and applications. Data and information from different sources and applications can be easily accessed and used on a single platform which reduces time and effort required to access this information from these various sources and applications. It saves time by providing an easier way to add new activities, contacts, etc., instead of manually entering them into different applications. It saves time by providing an easier way to add new opportunities, sales orders, etc., instead of manually entering them into different applications. It reduces cost because it does not require costly customization and maintenance of hardware and software platforms for different applications. It increases efficiency by allowing users to save time by accessing information from different sources and applications through a single interface instead of using multiple interfaces for accessing information from these various sources and applications. It decreases confusion by accessing information from different sources and applications through a single interface instead of using multiple interfaces for accessing information from these various sources and applications. It increases productivity by allowing users to access information from different sources and applications through a single interface instead of using multiple interfaces for accessing information from these various sources and applications.

The process to integrate Nutshell 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.