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WHMCS + Microsoft Dynamics CRM Integrations

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

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

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

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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Best ways to Integrate WHMCS + Microsoft Dynamics CRM

  • WHMCS Microsoft Dynamics CRM

    WHMCS + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Invoice in whmcs Read More...
    Close
    When this happens...
    WHMCS New Invoice
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • WHMCS Microsoft Dynamics CRM

    WHMCS + Microsoft Dynamics CRM

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

    WHMCS + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Invoice in whmcs Read More...
    Close
    When this happens...
    WHMCS New Invoice
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • WHMCS Microsoft Dynamics CRM

    WHMCS + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Invoice in whmcs Read More...
    Close
    When this happens...
    WHMCS New Invoice
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • WHMCS Microsoft Dynamics CRM

    WHMCS + Microsoft Dynamics CRM

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

    WHMCS + {{item.actionAppName}}

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

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

    Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order 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
  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • 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 WHMCS & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of WHMCS and Microsoft Dynamics CRM

WHMCS

WHMCS is a powerful and flexible billing and customer support spution for the web hosting industry. It has been developed as a complete package that includes every feature imaginable. WHMCS also provides a variety of modules that can be activated or deactivated at your discretion.

WHMCS is developed and maintained by WebHost Manager (WHM), a company based in Canada.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software developed by Microsoft. Using Dynamics CRM, companies can manage sales, service and marketing.

Integration of WHMCS and Microsoft Dynamics CRM

Integration of WHMCS and Microsoft Dynamics CRM would allow customers to have a more efficient interaction with their hosting provider. It will also help hosting providers to create a better relationship with their customers. The integration will have a great impact on the organizations because it will provide a better customer experience.

Benefits of Integration of WHMCS and Microsoft Dynamics CRM

  • Improved Customer Experience

The integration of WHMCS and Microsoft Dynamics CRM will enable the client to have a much better experience when working with their hosting provider. This is because they will be able to view all their hosting-related information from one place.

  • Improved Sales & Marketing

This integration will also enhance the sales and marketing strategy of the hosting provider. It will help them to target their customers effectively, which will result in better conversion rates.

  • Interaction between Customers and Hosting Providers

We all know that hosting providers deal with a large number of customers simultaneously. The integration of WHMCS and Microsoft Dynamics CRM will help them to manage their customers efficiently without any hassle. This way, they can provide better service to each of their customers.

In conclusion, I would say that integration of WHMCS and Microsoft Dynamics CRM will definitely improve the overall experience of the clients who are using the services provided by the hosting providers. It will make it easier for them to handle their clients’ demands, which will result in improved sales and marketing strategies.

The process to integrate WHMCS 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.