Integrate Paymo with Microsoft Dynamics CRM

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

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About Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

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.

Want to explore Paymo + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Paymo + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Paymo + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

  • 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Actions
  • Create Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Paymo & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Paymo and Microsoft Dynamics CRM

Paymo is an online payment service provider. It is a cloud based software, which is hosted by Paymo. The service is used to make the financial transactions easy and fast. The customers can process the payments through the mobile app or web platform. The customers can connect their accounts with Paymo to use the service.

Microsoft Dynamics CRM is a powerful customer relationship management software. It helps the companies to manage their customers’ information, interactions, and relationships. The companies can use the data to create targeted marketing campaigns. The integration of Paymo with Microsoft Dynamics CRM will help the companies to automate their financial transaction process.

Integration of Paymo and Microsoft Dynamics CRM

Paymo has developed many integrations with other financial services providers like PayPal, Stripe, Quickbooks, etc. The software uses APIs of these services to integrate with them. It helps the users to use any of their services without using multiple websites or applications.

Paymo also provides an integration with Microsoft Dynamics CRM. This helps the users to import the financial transactions from Paymo to Microsoft Dynamics CRM. These transactions can be used for creating contacts, cases, opportunities, etc., in Microsoft Dynamics CRM.

Benefits of Integration of Paymo and Microsoft Dynamics CRM

The users can easily create new contacts, cases, opportunities, etc., in Microsoft Dynamics CRM through the integration of Paymo with it. They don’t have to manually enter the information about their clients. The creation of these records will help the companies to track their client’s information easily. They can also analyze their client’s behavior and then send them targeted marketing campaigns.

Conclusion

Paymo helps the users to process their financial transactions easily and quickly through its services. It helps them to manage their financial records through the integration with Microsoft Dynamics CRM.

The process to integrate Paymo 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm