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Zendesk Sell + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zendesk Sell

Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.

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 Zendesk Sell + Microsoft Dynamics CRM

  • Zendesk Sell Microsoft Dynamics CRM

    Zendesk Sell + Microsoft Dynamics CRM

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

    Zendesk Sell + Microsoft Dynamics CRM

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

    Zendesk Sell + Microsoft Dynamics CRM

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

    Zendesk Sell + Microsoft Dynamics CRM

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

    Zendesk Sell + Microsoft Dynamics CRM

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

    Zendesk Sell + {{item.actionAppName}}

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

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

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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 Zendesk Sell & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Zendesk Sell and Microsoft Dynamics CRM

Zendesk Sell

Zendesk Sell is a CRM spution that enables organizations to manage their sales process. It provides them with the ability to connect all of their sales tops, data sources, and data warehouses so they can have a single view of their customers.

Microsoft Dynamics CRM

Microsoft Dynamics 365 is a complex business management platform that integrates applications for financials, marketing, projects, customer service, field service, business intelligence, reporting, ecommerce, analytics, etc. The platform’s main features are its integration capabilities, which lets users access other platforms easily through it, and its cloud-based functionality.

Integration of Zendesk Sell and Microsoft Dynamics CRM

Zendesk Sell integrates with Microsoft Dynamics CRM using the MailChimp integration app. Salesforce also integrates with MailChimp using this integration app. This integration is made possible by the Zapier App. With this app, users can create a new campaign in MailChimp whenever a new deal is created in Microsoft Dynamics CRM. They can then edit the subject line of the campaign in MailChimp to include the name of the customer or organization that purchased from them. In addition to integrating with Microsoft Dynamics CRM, Zendesk Sell also integrates with HubSpot CRM and Salesforce CRM. Integrating with Microsoft Dynamics CRM allows organizations to ensure that all of their CRM data is updated in real time.

Benefits of Integration of Zendesk Sell and Microsoft Dynamics CRM

Integrating Zendesk with Microsoft Dynamics CRM will allow companies to have a greater understanding of their clients’ needs and preferences. Zendesk Sell is a customer relationship management spution that enables businesses to have a complete view of their client’s details, including their contact details, interests, and preferences. However, integrating Zendesk Sell with Microsoft Dynamics CRM will help companies to have a better view of their clients’ particular interests and preferences. Companies can use this information to provide better services to their clients. For example, if a company knows that a client has interest in sports and fitness products and services, the company can promote products and services that will be more relevant and useful for that particular client. Hence, integrating Zendesk Sell with Microsoft Dynamics CRM will help companies to better understand and serve their clients.

The process to integrate Zendesk Sell 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.