Integrate WHMCS with Microsoft Dynamics CRM

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

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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.

Want to explore WHMCS + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best WHMCS + Microsoft Dynamics CRM quick connects.

Explore quick connects

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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 Ticket

    Triggers whenever a new ticket 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

  • 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

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

In this article, I am going to discuss how WHMCS and Microsoft Dynamics CRM can be integrated.

WHMCS stands for Web Hosting Manager Contrp System. The acronym “WHMCS” came from the first and last four letters of the words “Web Hosting Manager Contrp System”. It is a web-based software application for managing billing, client management, and various other aspects of a web hosting business. WHMCS is a complete hosting automation spution that consists of an integrated suite of applications that are used by web hosts to manage their businesses. It is also referred to as WHMCS, WHMCS billing software, WHMCS billing system, WHMCS PMS (previous version), WHMCS v7 (current version), or just WHMCS.

Microsoft Dynamics CRM (Customer Relationship Management. is a Customer Relationship Management software spution developed by Microsoft for businesses to manage customer and prospect interactions. It offers a flexible platform to create customized business sputions for enterprise sales, marketing, service and support organizations that engage in activities such as lead generation, sales forecasting, account management, e-commerce, market research, and financial management.

Integration of WHMCS and Microsoft Dynamics CRM provides several benefits, including:

  • Easy migration from the existing system to the new one without losing the data.
  • Access to latest information about the customers via data synchronization between both systems.
  • Ability to access all data related to the customers of the company in one place. For example, if a customer visits your website, you can view his billing history and also can use his contact details to send him any promotional material.
  • Free up time of your employees so that they can focus on more important tasks.

In conclusion, integration of WHMCS and Microsoft Dynamics CRM provides numerous benefits which are highly beneficial for the users.

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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm