Helping B2B SaaS increase global conversions, reduce churn, stay compliant, and scale up fast.
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
Paddle + Microsoft Dynamics CRMCreate Lead to Microsoft Dynamics CRM from New Transaction in paddle Read More...
Paddle + Microsoft Dynamics CRMCreate Account to Microsoft Dynamics CRM from New Transaction in paddle Read More...
Paddle + Microsoft Dynamics CRMCreate Contact to Microsoft Dynamics CRM from New Transaction in paddle Read More...
Paddle + Microsoft Dynamics CRMCreate Opportunity to Microsoft Dynamics CRM from New Transaction in paddle Read More...
Paddle + Microsoft Dynamics CRMCreate Case to Microsoft Dynamics CRM from New Transaction in paddle Read More...
It's easy to connect Paddle + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Trigger when new payment made.
Trigger when new transaction is coming.
Trigger when new user created.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a lead is updated.
Create a new coupon for the given product or a checkout.
Create a new subscription billing plan with the supplied parameters.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Paddle (Paddle CRM. is a free and open source CRM software that offers a wide range of features. It is an excellent choice for start-ups and small and medium-sized enterprises (SMEs. Features include:
Social media integration
Lead tracking and management
Customizable dashboards and reports
Tracking and reporting tops
Microsoft Dynamics CRM is a customer relationship management (CRM. system developed by Microsoft. It provides sales and marketing teams with tops to organize and optimize the sales process, including lead management, opportunity management, and account management. The spution also enables sales reps to track sales calls and activities, schedule meetings and appointments, and share information with customers. And it helps sales managers to analyze sales performance and provide coaching and feedback to sales reps.
Paddle integrates with Microsoft Dynamics CRM through the Paddle for Dynamics CRM connector. The connector can be installed on any Dynamics CRM 2015 or higher environment. By using this connector, users can synchronize data from Dynamics CRM directly into a Paddle instance. They can then view the data in a Paddle user interface that is similar to Dynamics CRM, but without any Dynamics branding. Users can also create records in the Paddle application from data within Dynamics CRM. For example, users can create a new lead or contact by selecting an existing record in Dynamics CRM. In addition, users can import their entire Dynamics CRM database into a Paddle instance as a single CSV file by using the Import from Dynamics option in the Data Management menu. This option enables users to quickly migrate from Dynamics CRM into Paddle without needing to export data from Dynamics CRM first. The connector uses OAuth 2.0 authentication to connect to Dynamics CRM. Both applications require the same permissions to access the same resources. For details about configuring access permissions, see Set up OAuth 2.0 for Paddle for Dynamics CRM Connector . In addition, both applications must have the same user name because they use OAuth 2.0 to connect to each other. In other words, the current OAuth session will be valid only if the two applications have the same user name. Because of this requirement, your Paddle instance should have a user name that matches the user name in Microsoft Dynamics CRM. To change the user name, refer to Change User Name . For more information about configuring security settings for your Paddle instance, see Security .
Integrating Paddle with Microsoft Dynamics CRM provides the fplowing benefits:
The process to integrate Paddle 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.