Patreon Microsoft Dynamics CRM Integration using AI Agents
Appy Pie Automate allows you to Integrate Patreon with Microsoft Dynamics CRM using AI Agents
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Simplify Patreon Microsoft Dynamics CRM Integration with seamless setup
Easily set up Patreon Microsoft Dynamics CRM Integration without coding. Start automating your workflows and Integrate Patreon with Microsoft Dynamics CRM today.
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Deleted Member
Triggered when a membership is deleted.
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Deleted Member Pledge
Triggered when a membership pledge is deleted.
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Deleted Pledge
Triggers when an existing pledge is deleted.
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Deleted Post
Triggered when a post is deleted on a campaign.
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New Member
Triggers when a new member is created, either by pledging or by following a campaign.
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New Member Pledge
Triggers when a new member pledge is created, either by pledging or by following a campaign.
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New Pledge
Triggers when a new pledge is received on a campaign.
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New Post
Triggered when a new post is published on a campaign.
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Updated Member
Triggered when the membership information is changed. Includes updates on payment charging events.
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Updated Member Pledge
Triggered when the membership pledge information is changed. Includes updates on payment charging events.
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Updated Pledge
Triggers when a pledge has been updated.
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Updated Post
Triggered when a post is updated on a campaign.
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New Account
Triggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when a new task is created.
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Updated Lead
Triggers when a lead is updated.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Note
Create Note
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Create Opportunity
Creates a new Opportunity.
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Update Case
Updates an existing case.
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Update Task
Updates an existing task
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Deleted Member
Triggered when a membership is deleted.
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Deleted Member Pledge
Triggered when a membership pledge is deleted.
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Deleted Pledge
Triggers when an existing pledge is deleted.
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Deleted Post
Triggered when a post is deleted on a campaign.
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New Member
Triggers when a new member is created, either by pledging or by following a campaign.
-
New Member Pledge
Triggers when a new member pledge is created, either by pledging or by following a campaign.
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New Pledge
Triggers when a new pledge is received on a campaign.
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New Post
Triggered when a new post is published on a campaign.
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Updated Member
Triggered when the membership information is changed. Includes updates on payment charging events.
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Updated Member Pledge
Triggered when the membership pledge information is changed. Includes updates on payment charging events.
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Updated Pledge
Triggers when a pledge has been updated.
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Updated Post
Triggered when a post is updated on a campaign.
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New Account
Triggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when a new task is created.
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Updated Lead
Triggers when a lead is updated.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Note
Create Note
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Create Opportunity
Creates a new Opportunity.
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Update Case
Updates an existing case.
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Update Task
Updates an existing task
How Patreon and Microsoft Dynamics CRM Integrations Work
Follow the steps below to start setting up your Patreon integrations using Appy Pie Automate: using Appy Pie Automate:
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![Steps]()
Step 1: Select Trigger
Choose Patreon as the trigger app, select event, authenticate & successfully Test
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![Steps]()
Step 2: Select Action
After completing the trigger test, select Microsoft Dynamics CRM as the action app from the list.
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![Steps]()
Step 3: Authenticate
Connect your Microsoft Dynamics CRM account & authenticate it.
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![Steps]()
Step 4: Setup & Test
Select the data you want to send from Patreon to Microsoft Dynamics CRM & your AI Agent is ready!
Popular Templates for Patreon and Microsoft Dynamics CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Case to Microsoft Dynamics CRM from New Member in Patreon
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When this happens:
New Member
-
Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Member in Patreon
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When this happens:
New Member
-
Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Member in Patreon
-
When this happens:
New Member
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Member in Patreon
-
When this happens:
New Member
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Member in Patreon
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When this happens:
New Member
-
Then do this:
Create Opportunity
Create Opportunity to Microsoft Dynamics CRM from New Pledge in Patreon
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When this happens:
New Pledge
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Pledge in Patreon
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When this happens:
New Pledge
-
Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Pledge in Patreon
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When this happens:
New Pledge
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Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Pledge in Patreon
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When this happens:
New Pledge
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Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Pledge in Patreon
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When this happens:
New Pledge
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Then do this:
Create Contact
Create Account from Microsoft Dynamics CRM from Deleted Member to Patreon
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When this happens:
Deleted Member
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Then do this:
Create Account
Create Case from Microsoft Dynamics CRM from Deleted Member to Patreon
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When this happens:
Deleted Member
-
Then do this:
Create Case
Create Contact from Microsoft Dynamics CRM from Deleted Member to Patreon
-
When this happens:
Deleted Member
-
Then do this:
Create Contact
Create Lead from Microsoft Dynamics CRM from Deleted Member to Patreon
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When this happens:
Deleted Member
-
Then do this:
Create Lead
Create Note from Microsoft Dynamics CRM from Deleted Member to Patreon
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When this happens:
Deleted Member
-
Then do this:
Create Note
Create Opportunity from Microsoft Dynamics CRM from Deleted Member to Patreon
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When this happens:
Deleted Member
-
Then do this:
Create Opportunity
Update Case in Microsoft Dynamics CRM when Deleted Member is added to Patreon
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When this happens:
Deleted Member
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when Deleted Member is added to Patreon
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When this happens:
Deleted Member
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Then do this:
Update Task
Create Account from Microsoft Dynamics CRM from Deleted Pledge to Patreon
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When this happens:
Deleted Pledge
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Then do this:
Create Account
Create Case from Microsoft Dynamics CRM from Deleted Pledge to Patreon
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When this happens:
Deleted Pledge
-
Then do this:
Create Case
Create Contact from Microsoft Dynamics CRM from Deleted Pledge to Patreon
-
When this happens:
Deleted Pledge
-
Then do this:
Create Contact
Create Lead from Microsoft Dynamics CRM from Deleted Pledge to Patreon
-
When this happens:
Deleted Pledge
-
Then do this:
Create Lead
Create Note from Microsoft Dynamics CRM from Deleted Pledge to Patreon
-
When this happens:
Deleted Pledge
-
Then do this:
Create Note
Create Opportunity from Microsoft Dynamics CRM from Deleted Pledge to Patreon
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When this happens:
Deleted Pledge
-
Then do this:
Create Opportunity
Update Case in Microsoft Dynamics CRM when Deleted Pledge is added to Patreon
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When this happens:
Deleted Pledge
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when Deleted Pledge is added to Patreon
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When this happens:
Deleted Pledge
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Then do this:
Update Task
Create Account from Microsoft Dynamics CRM from Deleted Post to Patreon
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When this happens:
Deleted Post
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Then do this:
Create Account
Create Case from Microsoft Dynamics CRM from Deleted Post to Patreon
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When this happens:
Deleted Post
-
Then do this:
Create Case
Create Contact from Microsoft Dynamics CRM from Deleted Post to Patreon
-
When this happens:
Deleted Post
-
Then do this:
Create Contact
Create Lead from Microsoft Dynamics CRM from Deleted Post to Patreon
-
When this happens:
Deleted Post
-
Then do this:
Create Lead
Create Note from Microsoft Dynamics CRM from Deleted Post to Patreon
-
When this happens:
Deleted Post
-
Then do this:
Create Note
Create Opportunity from Microsoft Dynamics CRM from Deleted Post to Patreon
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When this happens:
Deleted Post
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Then do this:
Create Opportunity
Update Case in Microsoft Dynamics CRM when Deleted Post is added to Patreon
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When this happens:
Deleted Post
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when Deleted Post is added to Patreon
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When this happens:
Deleted Post
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Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Member in Patreon
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When this happens:
New Member
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Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Member is created in Patreon
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When this happens:
New Member
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Member is created in Patreon
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When this happens:
New Member
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Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Pledge in Patreon
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When this happens:
New Pledge
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Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Pledge is created in Patreon
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When this happens:
New Pledge
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Pledge is created in Patreon
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When this happens:
New Pledge
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Then do this:
Update Task
Create Account to Microsoft Dynamics CRM from New Post in Patreon
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When this happens:
New Post
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Then do this:
Create Account
Create Case to Microsoft Dynamics CRM from New Post in Patreon
-
When this happens:
New Post
-
Then do this:
Create Case
Create Contact to Microsoft Dynamics CRM from New Post in Patreon
-
When this happens:
New Post
-
Then do this:
Create Contact
Create Lead to Microsoft Dynamics CRM from New Post in Patreon
-
When this happens:
New Post
-
Then do this:
Create Lead
Create Note to Microsoft Dynamics CRM from New Post in Patreon
-
When this happens:
New Post
-
Then do this:
Create Note
Create Opportunity to Microsoft Dynamics CRM from New Post in Patreon
-
When this happens:
New Post
-
Then do this:
Create Opportunity
Update Case in Microsoft Dynamics CRM when New Post is created in Patreon
-
When this happens:
New Post
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Post is created in Patreon
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When this happens:
New Post
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Then do this:
Update Task
Create Account from Microsoft Dynamics CRM from Updated Member to Patreon
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When this happens:
Updated Member
-
Then do this:
Create Account
Create Case from Microsoft Dynamics CRM from Updated Member to Patreon
-
When this happens:
Updated Member
-
Then do this:
Create Case
Create Contact from Microsoft Dynamics CRM from Updated Member to Patreon
-
When this happens:
Updated Member
-
Then do this:
Create Contact
Create Lead from Microsoft Dynamics CRM from Updated Member to Patreon
-
When this happens:
Updated Member
-
Then do this:
Create Lead
Create Note from Microsoft Dynamics CRM from Updated Member to Patreon
-
When this happens:
Updated Member
-
Then do this:
Create Note
Create Opportunity from Microsoft Dynamics CRM from Updated Member to Patreon
-
When this happens:
Updated Member
-
Then do this:
Create Opportunity
Update Case in Microsoft Dynamics CRM when Updated Member is added to Patreon
-
When this happens:
Updated Member
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when Updated Member is added to Patreon
-
When this happens:
Updated Member
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Then do this:
Update Task
Create Account from Microsoft Dynamics CRM from Updated Pledge to Patreon
-
When this happens:
Updated Pledge
-
Then do this:
Create Account
Create Case from Microsoft Dynamics CRM from Updated Pledge to Patreon
-
When this happens:
Updated Pledge
-
Then do this:
Create Case
Create Contact from Microsoft Dynamics CRM from Updated Pledge to Patreon
-
When this happens:
Updated Pledge
-
Then do this:
Create Contact
Create Lead from Microsoft Dynamics CRM from Updated Pledge to Patreon
-
When this happens:
Updated Pledge
-
Then do this:
Create Lead
Create Note from Microsoft Dynamics CRM from Updated Pledge to Patreon
-
When this happens:
Updated Pledge
-
Then do this:
Create Note
Create Opportunity from Microsoft Dynamics CRM from Updated Pledge to Patreon
-
When this happens:
Updated Pledge
-
Then do this:
Create Opportunity
Update Case in Microsoft Dynamics CRM when Updated Pledge is added to Patreon
-
When this happens:
Updated Pledge
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when Updated Pledge is added to Patreon
-
When this happens:
Updated Pledge
-
Then do this:
Update Task
Create Account from Microsoft Dynamics CRM from Updated Post to Patreon
-
When this happens:
Updated Post
-
Then do this:
Create Account
Create Case from Microsoft Dynamics CRM from Updated Post to Patreon
-
When this happens:
Updated Post
-
Then do this:
Create Case
Create Contact from Microsoft Dynamics CRM from Updated Post to Patreon
-
When this happens:
Updated Post
-
Then do this:
Create Contact
Create Lead from Microsoft Dynamics CRM from Updated Post to Patreon
-
When this happens:
Updated Post
-
Then do this:
Create Lead
Create Note from Microsoft Dynamics CRM from Updated Post to Patreon
-
When this happens:
Updated Post
-
Then do this:
Create Note
Create Opportunity from Microsoft Dynamics CRM from Updated Post to Patreon
-
When this happens:
Updated Post
-
Then do this:
Create Opportunity
Update Case in Microsoft Dynamics CRM when Updated Post is added to Patreon
-
When this happens:
Updated Post
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when Updated Post is added to Patreon
-
When this happens:
Updated Post
-
Then do this:
Update Task
Streamline Your Workflow with Appy Pie Automation
Microsoft Dynamics CRM Alternatives
Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives
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![Zoho CRM Integration]()
Zoho CRM
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![Salesforce Integration]()
Salesforce
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![Pipedrive Integration]()
Pipedrive
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![HubSpot CRM Integration]()
HubSpot CRM
-
![Freshsales Integration]()
Freshsales
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![Oracle E-Business Suite Integration]()
Oracle E-Business Suite
-
![ClickUp Integration]()
ClickUp
-
![Copper CRM Integration]()
Copper CRM
Frequently Asked Questions
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Patreon is a membership platform that makes it easy for artists and creators to get paid. It enables content creators to make a regular, long-term living from their work. Patreon also allows creators to keep in touch with their most ardent supporters while maintaining creative control over their work.
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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.
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The integration between Patreon and Microsoft Dynamics CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Patreon and Microsoft Dynamics CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Patreon with Microsoft Dynamics CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Patreon-Microsoft Dynamics CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Patreon and Microsoft Dynamics CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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