SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
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 IntegrationsSharpSpring + Microsoft Dynamics CRM
Create Lead to Microsoft Dynamics CRM from New Account in SharpSpring Read More...SharpSpring + Microsoft Dynamics CRM
Create Account to Microsoft Dynamics CRM from New Account in SharpSpring Read More...SharpSpring + Microsoft Dynamics CRM
Create Contact to Microsoft Dynamics CRM from New Account in SharpSpring Read More...SharpSpring + Microsoft Dynamics CRM
Create Opportunity to Microsoft Dynamics CRM from New Account in SharpSpring Read More...SharpSpring + Microsoft Dynamics CRM
Create Case to Microsoft Dynamics CRM from New Account in SharpSpring Read More...It's easy to connect SharpSpring + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
SharpSpring is a marketing automation software which helps small businesses to achieve their marketing goals. It provides dashboard, email marketing, social media marketing, lead generation, and landing pages. The dashboard provides users with the information they need to make decisions quickly. It also provides statistical data, basic reports, and workflow tops.
CRM stands for Customer Relationship Management. It is a business software application used to track interactions with customers or prospects. It helps a business to manage leads and opportunities, automate sales processes, and provide customer service. It also helps a business to measure and improve its sales performance.
The integration of SharpSpring and Microsoft Dynamics CRM helps a business to improve sales, leads, and customer service. In this integration, SharpSpring sends all leads it generates in real time to Microsoft Dynamics CRM. This integration also allows users to access their leads using Cortana Box Office. Additionally, the integration allows users to send messages from Microsoft Dynamics CRM.
The integration of SharpSpring and Microsoft Dynamics CRM provides many benefits for businesses. The benefits include:
It eliminates data duplication, as both systems will be able to share the same data.
It improves marketing efficiency as only one system will be needed for marketing activities. For example, only one system will be needed for generating leads, managing leads, and tracking leads.
It makes management easy as the two systems will be connected together and they can easily exchange information. In addition, it reduces the manual work invpved in managing both systems.
It makes marketing easier as the systems are integrated together and they can exchange information easily. Furthermore, it increases chances of increasing the revenue of a business.
It provides direct insight into consumer behavior, so that marketing strategies can be changed if needed. It also provides information on what works best with your consumers. With this information, you will be able to attract more customers.
In conclusion, the integration of SharpSpring and Microsoft Dynamics CRM provides many benefits for businesses. The integration can help a business to increase sales, reduce costs, and manage their companies better.
The process to integrate SharpSpring 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.