Integrate Pipedrive with Microsoft Dynamics CRM

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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
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  • Pipedrive Integration Pipedrive

Best Pipedrive and Microsoft Dynamics CRM Integrations

  • Pipedrive Integration Microsoft Dynamics CRM Integration

    Pipedrive + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Pipedrive Integration Microsoft Dynamics CRM Integration

    Pipedrive + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Pipedrive Integration Microsoft Dynamics CRM Integration

    Pipedrive + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Pipedrive Integration Microsoft Dynamics CRM Integration

    Pipedrive + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Pipedrive Integration Microsoft Dynamics CRM Integration

    Pipedrive + Microsoft Dynamics CRM

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

    Pipedrive + {{item.actionAppName}}

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

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Pipedrive & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Pipedrive and Microsoft Dynamics CRM

In this article I am going to describe the integration of Pipedrive and Microsoft Dynamics CRM. First, I am going to briefly introduce both applications. Then, I am going to explain in details how they are integrated. Finally, I am going to discuss the benefits of this integration.

Microsoft Dynamics is a complete business management platform which integrates sales, marketing, customer service and financials. It consists of many different applications such as Microsoft CRM (Customer Relationship Management), Microsoft ERP (Enterprise Resource Planning), etc. There are many different versions of Microsoft Dynamics such as Microsoft Dynamics AX, Microsoft Dynamics GP (Great Plains), Microsoft Dynamics NAV (Navision), etc.

Pipedrive is a sales management software designed for companies that have more than one salesperson or sales team. It allows users to manage their sales pipeline, leads, prospects and contacts. Pipedrive can be used to manage sales processes in ways that are suitable for the needs of every company. It can be used for scenario-based sales processes for companies with multiple sales channels such as physical stores and online stores. Pipedrive helps users to track their call logs, emails, meetings and fplow-ups. It also features integrations with popular accounting software such as QuickBooks.

The integration of Pipedrive with Microsoft Dynamics CRM brings some benefits such as:

Data Import – Users can import their contact list from Microsoft Dynamics CRM into Pipedrive. This way they do not have to enter the data twice. Also, when new data is added to the CRM it will be automatically synchronized with Pipedrive.

– Users can import their contact list from Microsoft Dynamics CRM into Pipedrive. This way they do not have to enter the data twice. Also, when new data is added to the CRM it will be automatically synchronized with Pipedrive. Social Engagement – Users can also interact with contacts on social networks such as Facebook and Twitter right from within Pipedrive. They can send messages or update their status from within Pipedrive. Also, they can monitor their social media activity using Pipedrive.

– Users can also interact with contacts on social networks such as Facebook and Twitter right from within Pipedrive. They can send messages or update their status from within Pipedrive. Also, they can monitor their social media activity using Pipedrive. Enhanced Reporting – The integration of Pipedrive with Microsoft Dynamics CRM provides enhanced reporting capabilities because data from both applications is combined into one single report.

The process to integrate Pipedrive 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.