Zoom.ai is a chat-based productivity platform that allows employees to safely automate routine operations such as meeting scheduling, file searching, CRM management, and document generation, allowing them to operate more efficiently.
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
CalendarHero + Microsoft Dynamics CRMCreate Lead to Microsoft Dynamics CRM from New Meeting Request in Zoomai Read More...
CalendarHero + Microsoft Dynamics CRMCreate Account to Microsoft Dynamics CRM from New Meeting Request in Zoomai Read More...
CalendarHero + Microsoft Dynamics CRMCreate Contact to Microsoft Dynamics CRM from New Meeting Request in Zoomai Read More...
CalendarHero + Microsoft Dynamics CRMCreate Opportunity to Microsoft Dynamics CRM from New Meeting Request in Zoomai Read More...
CalendarHero + Microsoft Dynamics CRMCreate Case to Microsoft Dynamics CRM from New Meeting Request in Zoomai Read More...
It's easy to connect CalendarHero + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Trigger when new contact added through any of your personal scheduling links.
Triggers when new meeting request created by you.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Creates a contact
create a meeting request
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
CalendarHero is a web-based application that helps users to manage their schedule and get notified of upcoming events. It includes an online calendar, email reminders and other features such as importing and exporting of events, managing tasks and sharing calendars with other users. The application allows users to create different calendars for different situations such as work, home, sports, social life etc. It can be used on multiple devices like mobile phones, tablets and desktop computers.
Microsoft Dynamics CRM (Customer Relationship Management. is a customer relationship management software developed by the Microsoft company. It is used by companies to manage their customers and prospects. Users can manage information about their contacts using this program. This program also includes email services. The latest version of this program is Microsoft Dynamics CRM 2015.
Integration of CalendarHero with Microsoft Dynamics CRM can help users in various ways. First of all, it helps in managing customer data in Microsoft Dynamics CRM. For example, if the business is not in a position to provide high quality service to its customers due to staff shortage, integration of CalendarHero with Microsoft Dynamics CRM will help the user to track all his appointments in one place so that he can easily allocate his time to different activities. He can also keep track of his customer’s schedule to ensure that he meets them at the right time. If the business has many employees then it can be very time consuming for an individual to keep track of his appointments in one place. This problem can be respved by integrating CalendarHero with Microsoft Dynamics CRM. Another way in which integration can help is when the employee wants to know where he needs to be at what time. For example, if there are several meetings scheduled for a particular day or if there are several appointments with clients for a week then he can view all the appointments in one place without having to keep on checking different calendar applications.
Integration of CalendarHero with Microsoft Dynamics CRM has numerous benefits for companies. They include:
The process to integrate CalendarHero 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.