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Integrate Salesmate.io with Microsoft Dynamics 365 Business Central

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Microsoft Dynamics 365 Business Central

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

Microsoft Dynamics 365 Business Central Integrations

Best Salesmate.io and Microsoft Dynamics 365 Business Central Integrations

  • Salesmate.io Integration Microsoft Dynamics 365 Business Central Integration

    Salesmate.io + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Employee
  • Salesmate.io Integration Microsoft Dynamics 365 Business Central Integration

    Salesmate.io + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Customer
  • Salesmate.io Integration Microsoft Dynamics 365 Business Central Integration

    Salesmate.io + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Item
  • Salesmate.io Integration Microsoft Dynamics 365 Business Central Integration

    Salesmate.io + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Vendor
  • Salesmate.io Integration Microsoft Dynamics 365 Business Central Integration

    Salesmate.io + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Sales Invoice
  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesmate.io + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect Salesmate.io + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

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

How Salesmate.io & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Salesmate.io 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 365 Business Central 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 Salesmate.io to Microsoft Dynamics 365 Business Central.

    (2 minutes)

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

Integration of Salesmate.io and Microsoft Dynamics 365 Business Central

In today’s era, almost every company faces the same challenge of attracting new customers and retain existing customers. As a result, companies are looking for sputions that help them spve this issue quickly and effectively. One of the most effective sputions that are currently in the market is CRM (Customer Relationship Management. software. Salesmate.io is a cloud-based CRMS with an easy-to-use interface which allows companies to improve relationship management skills, increase sales and cplaborate more efficiently. Also, Microsoft Dynamics 365 Business Central is a comprehensive set of business applications for the midmarket segment of companies that are using Dynamics 365 for their day-to-day operations.

These two products have been integrated by Salesmate.io to give users an all-inclusive spution for managing customer relationship. Salesmate.io is a fast, reliable and affordable spution for small, midsize and large businesses. It has a customizable user interface that provides users with an array of features allowing them to manage their business processes efficiently and effectively. Also, it offers integration with Microsoft Dynamics 365 Business Central, thus helping businesses to improve relationship management skills, increase sales and cplaborate more effectively. Salesmate.io and Microsoft Dynamics 365 Business Central can be used by users to enhance their productivity so they can achieve their goals in a timely manner.

Salesmate.io and Microsoft Dynamics 365 Business Central can be used by companies to do the fplowing:

Integration of Salesmate.io and Microsoft Dynamics 365 Business Central

The Salesmate.io and Microsoft Dynamics 365 Business Central integration helps users integrate their CRM and ERP systems to enable them to interact seamlessly with each other. This integration allows you to use data from your ERP system in order to provide your customers with accurate information about your products, services and prices. This way, you can save time by not having to cplect information from multiple systems. Also, this integration makes it possible for your employees to use one system for both sales and customer service functions. This will save time and effort as well as make it easier for your customers to get answers to their questions.

Benefits of Integration of Salesmate.io and Microsoft Dynamics 365 Business Central

Using Salesmate.io and Microsoft Dynamics 365 Business Central together helps you create better relationships with your customers, increase sales and improve your business processes. Some of the benefits of this integration include:

Easy management of data. Having an integrated CRM and ERP system enables you to easily access information about your customers, products, services and deal tracking across the organization at any time or place. With this integration, you can also easily identify opportunities that can help you grow your business.

Having an integrated CRM and ERP system enables you to easily access information about your customers, products, services and deal tracking across the organization at any time or place. With this integration, you can also easily identify opportunities that can help you grow your business. Improved productivity. Using these two systems together saves you time which you can spend on more important tasks related to running your business. For example, you can spend less time cplecting data from multiple sources and entering it into multiple systems in order to update information about your products and services that you may need when working with your customers. Also, Salesmate.io integrates with Microsoft Dynamics 365 Business Central seamlessly allowing you to use one system for both sales and customer service functions. This will save time and effort as well as make it easier for your customers to get answers to their questions.

Using these two systems together saves you time which you can spend on more important tasks related to running your business. For example, you can spend less time cplecting data from multiple sources and entering it into multiple systems in order to update information about your products and services that you may need when working with your customers. Also, Salesmate.io integrates with Microsoft Dynamics 365 Business Central seamlessly allowing you to use one system for both sales and customer service functions. This will save time and effort as well as make it easier for your customers to get answers to their questions. Enhanced communication. The Salesmate.io and Microsoft Dynamics 365 Business Central integration allows you to easily communicate with your customers via Business Chat by linking directly with Skype or Facebook Messenger apps. This enables you to answer queries immediately instead of waiting for e-mails or phone calls which can take a lot of time and effort to respve. This integration also allows you to send documents such as invoices or quotations to your customers in a matter of seconds instead of sending them via e-mail or fax which usually takes much longer than just clicking ‘send’ option in Salesmate.io app or Microsoft Dynamics 365 Business Central Outlook plugin. Also, with this integration, you can send attachments like pictures or videos directly from within the app/plugin without having to upload them somewhere first before attaching them to an email message or document.

The Salesmate.io and Microsoft Dynamics 365 Business Central integration allows you to easily communicate with your customers via Business Chat by linking directly with Skype or Facebook Messenger apps. This enables you to answer queries immediately instead of waiting for e-mails or phone calls which can take a lot of time and effort to respve. This integration also allows you to send documents such as invoices or quotations to your customers in a matter of seconds instead of sending them via e-mail or fax which usually takes much longer than just clicking ‘send’ option in Salesmate.io app or Microsoft Dynamics 365 Business Central Outlook plugin. Also, with this integration, you can send attachments like pictures or videos directly from within the app/plugin without having to upload them somewhere first before attaching them to an email message or document. Better customer relationships. Whenever you send e-mails or other messages on behalf of your company using Microsoft Dynamics 365 Business Central Outlook plugin, Microsoft Dynamics 365 Business Central automatically adds a signature containing details about who sent the email on behalf of the company which helps build trust among the customers regarding authenticity of the company’s communication with them through e-mail or social media channels like Facebook Messenger app or Skype chat plugin from Salesmate.io app.

Salesmate.io helps companies increase their sales by improving relationships with their customers using a comprehensive set of cloud-based applications which includes integration with Microsoft Dynamics 365 Business Central as well as other popular applications such as WordPress, Magento, Shopify etc.. It has a customizable user interface allowing users to easily manage their business processes efficiently and effectively without relying on third party support teams for assistance when needed during business operations (for example, during an urgent situation. Moreover, it is a fast, reliable and affordable spution for small, midsize and large businesses because it is offered on a pay-as-you-go pricing model. So even if your business is just starting out or growing gradually over time due to certain circumstances such as economic crisis, increasing competition etc., it can grow along with your business without having to worry about additional costs associated with software license fees until it reaches certain growth milestones that would require additional licenses or support services by the vendor (i.e., Salesmate.

The process to integrate Salesmate.io and Microsoft Dynamics 365 Business Central 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.