?>

Tookan + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Tookan

Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.

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
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best ways to Integrate Tookan + Microsoft Dynamics CRM

  • Tookan Microsoft Dynamics CRM

    Tookan + Microsoft Dynamics CRM

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

    Tookan + Microsoft Dynamics CRM

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

    Tookan + Microsoft Dynamics CRM

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

    Tookan + Microsoft Dynamics CRM

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

    Tookan + Microsoft Dynamics CRM

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

    Tookan + {{item.actionAppName}}

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

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

    Triggers
  • New Task

    Trigger when new task 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.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Add Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

  • 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 Opportunity

    Creates a new Opportunity.

How Tookan & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Tookan and Microsoft Dynamics CRM

Both Tookan and Microsoft Dynamics CRM are used in many organizations by a number of people. It is used for making their work simple and more effective. It helps in tracking the activities of each and every person without any manual intervention. The integration of these two applications enables the users to get real time updates about the progress of the project. This integration helps in reducing the efforts of the user. They need not cross check with other teams or departments to know the current status of a project. They can directly access the information on the dashboard provided by Tookan.

Tookan is a new generation integrated application that is being used to integrate all the processes in an organization. It helps in synchronizing the tasks and projects across teams, departments and locations. It also helps in eliminating the manual errors which could occur due to repeated data entry in various systems. It also manages the reporting in an efficient manner and provides real time reports to the users. This helps in minimizing the efforts of the user who can now focus on other important aspects of the project.

The integration of these two applications has really helped us in developing our project effectively. The availability of information at one place is really helpful for us in completing our work within the desired time period. This integration has also reduced our efforts and has helped us to complete our project easily.

The process to integrate Tookan 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.