Integrate Raven Tools with Microsoft Dynamics CRM

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

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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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Best Raven Tools and Microsoft Dynamics CRM Integrations

  • Raven Tools Integration Microsoft Dynamics CRM Integration

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Raven Tools Integration New Account
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Raven Tools Integration Microsoft Dynamics CRM Integration

    Gmail + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Raven Tools Integration New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Raven Tools Integration Microsoft Dynamics CRM Integration

    Gmail + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Raven Tools Integration New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Raven Tools Integration Microsoft Dynamics CRM Integration

    Gmail + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Raven Tools Integration New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Raven Tools Integration Microsoft Dynamics CRM Integration

    Gmail + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Raven Tools Integration New Attachment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Raven Tools Integration {{item.actionAppName}} Integration

    Raven Tools + {{item.actionAppName}}

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

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

    Triggers
  • New Domain

    Triggers when a new domain is added.

  • New Keyword

    Triggers when a new keyword is added.

  • 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 Keyword

    Create a new keyword for a domain

  • 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 Raven Tools & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Raven Tools 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 Raven Tools to Microsoft Dynamics CRM.

    (2 minutes)

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