UPilot + Microsoft Dynamics CRM Integrations

Integrate UPilot with Microsoft Dynamics CRM to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the UPilot to Microsoft Dynamics CRM integration helps boost your business’ efficiency.

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About UPilot

UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.

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
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  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Freshsales Freshsales
  • Oracle E-Business Suite Oracle E-Business Suite
  • ClickUp ClickUp
  • Copper CRM Copper CRM
Connect UPilot + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • 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

    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 November 09,2022 06:11 pm