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SharpSpring + Microsoft Dynamics CRM Integrations

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

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About SharpSpring

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.

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 ways to Integrate SharpSpring + Microsoft Dynamics CRM

  • SharpSpring Microsoft Dynamics CRM

    SharpSpring + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • SharpSpring Microsoft Dynamics CRM

    SharpSpring + Microsoft Dynamics CRM

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

    SharpSpring + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • SharpSpring Microsoft Dynamics CRM

    SharpSpring + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • SharpSpring Microsoft Dynamics CRM

    SharpSpring + Microsoft Dynamics CRM

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

    SharpSpring + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    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 Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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 SharpSpring & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of SharpSpring and Microsoft Dynamics CRM

SharpSpring

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.

Microsoft Dynamics CRM

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.

Integration of SharpSpring and Microsoft Dynamics CRM

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.

Benefits of Integration of SharpSpring and 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.