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Integrating Accelo with Microsoft Dynamics CRM by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Accelo and Microsoft Dynamics CRM

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Integrations for Accelo
About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

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.

Integrations for Microsoft Dynamics CRM
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Connect Accelo + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New Requests

    Triggers when a new request is created.

  • New Tasks

    Triggers when a new task 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 Request

    Creates a new request. If the request's contact does not exist, a new one will be created for you.

  • Create Sale

    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.

  • Create Timer

    Starts a new timer.

  • Create and Update Contact

    Creates a new contact or updates a contact if it already exists.

  • Pause Timers

    Pauses any active timers.

  • 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 Accelo & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Accelo as a trigger app and authenticate it on Appy Pie Automate.

    (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 Accelo to Microsoft Dynamics CRM.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:02 am
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