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Integrate Siteleaf with Microsoft Dynamics CRM

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

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About Siteleaf

Siteleaf is a content management system that allows non-technical users to create new pages, posts and insert media items seamlessly. It helps faster sites, less overhead, and less setting up.

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 Siteleaf + Microsoft Dynamics CRM

  • Siteleaf Integration Microsoft Dynamics CRM Integration

    Siteleaf + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Site in Siteleaf Read More...
    Close
    When this happens...
    Siteleaf Integration New Site
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Siteleaf Integration Microsoft Dynamics CRM Integration

    Siteleaf + Microsoft Dynamics CRM

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

    Siteleaf + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Site in Siteleaf Read More...
    Close
    When this happens...
    Siteleaf Integration New Site
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Siteleaf Integration Microsoft Dynamics CRM Integration

    Siteleaf + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Site in Siteleaf Read More...
    Close
    When this happens...
    Siteleaf Integration New Site
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Siteleaf Integration Microsoft Dynamics CRM Integration

    Siteleaf + Microsoft Dynamics CRM

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

    Siteleaf + {{item.actionAppName}}

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

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

    Triggers
  • New Collection

    Triggered when a new collection is created.

  • New Document

    Triggered when a new document is created.

  • New Page

    Triggered when a new page is created.

  • New Site

    Triggered when a new site is created.

  • 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 Document

    Creates a new document.

  • Create Page

    Creates a new page.

  • 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 Siteleaf & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Siteleaf and Microsoft Dynamics CRM

  • History of Siteleaf and Microsoft Dynamics CRM
  • Siteleaf is the first website builder designed specifically for non-profits, by non-profits. The company was founded in 2010 as a cplaboration between three organizations that represent the non-profit community. the Center for Nonprofits and Philanthropy (CNP. at Stanford University, the Silicon Valley Social Venture Fund (SV2), and the Foundation Center.

    The vision behind Siteleaf was to give non-profits a better way to build and manage their websites and databases, thereby reducing costs and increasing efficiency. Siteleaf has since expanded its product offering to include templates and templates for all needs, including ecommerce and business websites. Siteleaf now serves thousands of clients from all over the world, ranging from small local non-profits to Fortune 500 companies.

    Microsoft Dynamics CRM is a customer relationship management application from Microsoft that allows businesses to manage, track, and analyze customer data. It’s built on the Microsoft Windows platform and has been used by large corporations across a variety of industries.

    Microsoft Dynamics CRM

    It’s a customer relationship management application from Microsoft that allows businesses to manage, track, and analyze customer data. It’s built on the Microsoft Windows platform and has been used by large corporations across a variety of industries.

    Integration of Siteleaf and Microsoft Dynamics CRM

    Siteleaf offers a variety of integrations to help improve your workflow from the beginning to end of every project. Here are a few of them:

    Marketing Automation – Siteleaf provides a marketing automation top that allows you to sync social activity with email campaigns, thus allowing you to send out personalized emails based on a user’s social actions. The tracking tops allow you to see which social posts have been opened, clicked, or shared, giving you valuable insight into what content resonates best with the audience.

    Google Analytics – Siteleaf integrates Google Analytics with all of its sites to give you valuable insight into how users interact with your content. It also tracks page views, time spent on page, bounce rate, and average session duration. You can even view detailed reports about traffic sources for each of your pages.

    Analytics – Siteleaf integrates Google Analytics with all of its sites to give you valuable insight into how users interact with your content. It also tracks page views, time spent on page, bounce rate, and average session duration. You can even view detailed reports about traffic sources for each of your pages. Cloud Storage – Siteleaf takes advantage of cloud storage so you never have to worry about backups, maintenance, or upgrading ever again. Your data is secure in the cloud but easily accessible if you need it.

    CRM Integration – Siteleaf integrates with Microsoft Dynamics CRM so you can update contacts right from your site whenever they update their information in CRM. It also allows you to update CRM records straight from Siteleaf when you add new users on your site.

    Social Media Marketing – Your social media presence is an important part of any marketing campaign. Siteleaf allows you to integrate all your social media accounts into one central hub so you can post content across all platforms in one place. This helps save time while also making sure you’re consistent across platforms. You can also use this integration to schedule posts in advance so you don’t have to worry about remembering to post content when it goes live.

    Benefits of Integration of Siteleaf and Microsoft Dynamics CRM

    Siteleaf offers many benefits that are particularly useful for non-profits. Here are some specific ones that are common among non-profits:

    Time-saving Tops – One of the biggest benefits is that Siteleaf saves non-profits tons of time. With its easy-to-use interface, non-profits can do in minutes what it used to take days or weeks to accomplish in the past. For example, it takes just minutes to create landing pages without having to write code or hire an expert designer. The drag-and-drop interface allows you to rearrange elements quickly without having to painstakingly move pixels one by one until everything looks just right. Then, the quick preview feature lets you see exactly what it will look like before publishing it live onto your site. So if you want to test out different designs, you can do so with ease before making any changes permanent. With its robust features, Siteleaf also helps save time by providing an array of tops and features that make web design easier than ever before. SEO optimization Marketing automation tops Google Analytics integration Dynamic forms that allow business owners and managers to fill out information about their company and services directly on the website Customizable templates for any type of business or organization—from restaurants and retail stores to churches and government agencies—that can be customized in minutes Flexible options for managing content such as posts, events, photos, videos, and more Interactive maps that show users where your office or service center is located Embedded analytics that make it easy for users to evaluate the effectiveness of your site based on analytics data Extensive cloud storage options for backups and maintaining high levels of security Mobile apps that allow users to access your site on their phones and tablets while they’re on the go

    The process to integrate Siteleaf 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.