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  2. pipelinedeals
  3. Integrations
  4. Microsoft Dynamics CRM

pipelinedeals + Microsoft Dynamics CRM Integrations

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

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pipelinedeals Integrations
About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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 pipelinedeals + Microsoft Dynamics CRM

  • pipelinedeals Microsoft Dynamics CRM

    pipelinedeals + Microsoft Dynamics CRM

    Create Lead from Microsoft Dynamics CRM from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • pipelinedeals Microsoft Dynamics CRM

    pipelinedeals + Microsoft Dynamics CRM

    Create Account from Microsoft Dynamics CRM from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • pipelinedeals Microsoft Dynamics CRM

    pipelinedeals + Microsoft Dynamics CRM

    Create Contact from Microsoft Dynamics CRM from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • pipelinedeals Microsoft Dynamics CRM

    pipelinedeals + Microsoft Dynamics CRM

    Create Opportunity from Microsoft Dynamics CRM from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • pipelinedeals Microsoft Dynamics CRM

    pipelinedeals + Microsoft Dynamics CRM

    Create Case from Microsoft Dynamics CRM from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • pipelinedeals {{item.actionAppName}}

    pipelinedeals + {{item.actionAppName}}

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

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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.

Show All

How pipelinedeals & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of pipelinedeals and Microsoft Dynamics CRM

pipelinedeals

Pipelinedeals is a leading software company, which offers cloud-based sputions for the real estate industry. The company's sputions are targeted at streamlining business processes of real estate brokerages, developers, lenders and title companies to enhance their efficiency and improve customer experience. The company has expanded its platform to include residential and commercial mortgages, home loans, portfpio management, documents management, title insurance, property management and other services. From its inception in 2006 until 2016, the company has raised $141 million in venture capital funding.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. software service, which assists organizations in managing customer information, leads and contacts across various channels from a single interface. It also helps users to automate multiple business processes such as sales, marketing and customer service through workflow automation. It maximizes the use of customer data through an integrated platform that can be accessed anytime from anywhere with Web, mobile, email or voice interfaces. The company has been providing the spution since 2004 and has more than 2 million customers worldwide. The spution also provides integration with many third-party applications such as Salesforce, Oracle's E-Business Suite, Siebel and SAP.

Integration of pipelinedeals and Microsoft Dynamics CRM

Pipelinedeals customers can now access all their data from the company's website from inside the Microsoft Dynamics CRM user interface. Users can log in to Pipelinedeals from within Microsoft Dynamics CRM by entering their account credentials. They can then access all transaction related information including contracts, quotes, listings and opportunities from within Microsoft Dynamics CRM. They can also check the status of their pipeline deals from inside Microsoft Dynamics CRM without leaving the application.

Benefits of Integration of pipelinedeals and Microsoft Dynamics CRM

The integration between Microsoft Dynamics CRM and Pipelinedeals will enable users to connect all their data with a single user interface; allowing them to access all pertinent information from a single place. This integration will help users to save time and effort by eliminating the need to switch between different applications to get all their data. Pipelinedeals users will also be able to access every part of the CRM application from within Pipelinedeals; making it easier for users to manage contacts and pipeline deals directly from their inboxes.

The integration of pipelinedeals and Microsoft Dynamics CRM will benefit both companies' customers by providing them with a single point of access to data related to deal opportunities and contacts. With integration of Pipelinedeals and Microsoft Dynamics CRM, users won't have to switch between multiple applications to get required data; helping them save time and effort while enhancing customer experience.

The process to integrate pipelinedeals 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.