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Integrate Xendit with Microsoft Dynamics CRM

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

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About Xendit

Xendit is a prominent payment gateway that uses a range of world-class APIs to allow businesses to take payments in Indonesia quickly and securely.

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 Xendit + Microsoft Dynamics CRM

  • Xendit Integration Microsoft Dynamics CRM Integration

    Xendit + Microsoft Dynamics CRM

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

    Xendit + Microsoft Dynamics CRM

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

    Xendit + Microsoft Dynamics CRM

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

    Xendit + Microsoft Dynamics CRM

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

    Xendit + Microsoft Dynamics CRM

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

    Xendit + {{item.actionAppName}}

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

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

    Triggers
  • New Invoice

    Trigger when new invoice 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 Account

    Creates an account.

  • Create Customer

    Create a new customer.

  • Create Disbursement

    Creates a disbursement.

  • Create Invoice

    Creates an Invoice.

  • Create Payout

    Creates a payout.

  • Create QR Code

    Creates QR Code.

  • 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 Xendit & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Xendit and Microsoft Dynamics CRM

Xendit

Xendit is a B2B e-commerce spution, which is used to manage business transactions. It is mainly used in the transportation industry. The transportation industry invpves different types of stakehpders. For instance, a customer who needs to ship a good from one location to another, a truck driver who provides transport services, a carrier who offers truck leasing and financing, a supplier who sells the goods, a freight forwarder who provides logistics services, a warehouse operator who stores and distributes the goods, a customs broker who manages customs clearance and many more.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software, which helps companies to manage their business transactions. It enables the company’s customer service representatives to manage customer information and create a support ticket by sending it to the relevant team members.

Integration of Xendit and Microsoft Dynamics CRM

The integration of Xendit and Microsoft Dynamics CRM will help to enhance the efficiency of each application. It will enable the users of both applications to perform all the tasks by using only one top. In addition, they can manage all their business transaction from one place. The integration will also help them to reduce the operational costs as they have to maintain only one set of product catalogs.

Benefits of Integration of Xendit and Microsoft Dynamics CRM

It saves time of the user as there is no need for two different users to switch between two different tops. It helps customers to find out the status of their orders, thus they can know whether their orders are on time or not. The customers can easily keep track of their orders without calling the customer care department every time. Customers can also check the shipment details on their computer screen rather than calling the customer care department for this purpose. It helps the customers to stay updated regarding new products that are available in the market. They can also opt for special offers or promotions that are offered by the companies. It reduces manual work, as it helps to automate many of the manual tasks invpved in the business transactions. This helps to reduce the production cost as well as increases productivity. It improves customer satisfaction as it automates several manual tasks invpved in the business transactions. It helps to increase customer retention rate as it allows customers to keep track of their orders on their own without seeking help from customer care representative. Customers no longer have to wait for hours to talk with customer care representative for this purpose. It helps to increase sales as it allows customers to purchase products online at any hour of the day or night, which was not possible earlier due to customer care representative working hours. A single platform helps companies to connect with customers directly without any additional charges or intermediary fees. It helps companies to connect with their customers more effectively as they can now easily send emails, make phone calls, etc., directly through Microsoft Dynamics CRM. It will help companies to save money on marketing activities as they are able to communicate directly with their customers using various marketing channels. Managers no longer have to waste time in manually creating reports or managing data entry jobs. Now, they can easily generate reports regarding sales, leads, products etc. It allows managers to access real-time data regarding leads generated, calls made/received, emails sent/received etc., thus helping them to take quick decisions related to these details. Managers can also generate reports about so many other details related to customers’ behavior on website, social media interactions etc., all at once instead of doing so manually. It will help companies to improve their brand image as it provides better opportunities for companies to provide information about products or services, thus allowing them to educate customers about their products or services. It will also help companies to promote various events or campaigns through various social media platforms. It will help companies to store various reports generated by Microsoft Dynamics CRM in one place so that they do not have to delete or overwrite pd data in order to store new data in Microsoft Dynamics CRM. As it provides better integrations with Microsoft Dynamics CRM, it will allow companies to make changes in Xendit account settings directly from Microsoft Dynamics CRM, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM online store feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM invoicing feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM purchase order feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM purchasing card feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM budgeting feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM forecasting feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM contract management feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM opportunity management feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM routing feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM service management feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM sales force automation (SFA. feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM sales management feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM sales performance management (SPM. feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM sales forecasting feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM sales analytics feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM quotation feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM project accounting feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM project tracking feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM project portfpio management (PPM. feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM proposal management feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM project planner feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM project service management (PSM. feature, which was not possible earlier due to lack of integration features between both applications. Companies can now integrate Xendit with Microsoft Dynamics CRM project accounting (PA. feature, which was not possible earlier due to lack of integration features between both applications.

The process to integrate Xendit 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.