Integrate Microsoft Dynamics CRM with Deskpro using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Microsoft Dynamics CRM and Deskpro
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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.
About Deskpro
Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.
Deskpro IntegrationsIt's easy to connect Microsoft Dynamics CRM + Deskpro without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers 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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New OrganizationTriggers when a new organization is created.
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New Person
Triggers when a new person is created.
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New Ticket
Triggers when a new ticket is created.
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New Ticket Reply
Triggers when a ticket is answered.
- Actions
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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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Add Message to Ticket
Add a new note to an existing ticket.
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Create Organization
Create a new organization.
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Create Person
Creates a new person.
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Create Ticket
Creates a new ticket.
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Update Ticket
Update an existing ticket.
How Microsoft Dynamics CRM & Deskpro Integrations Work
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Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Deskpro as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Dynamics CRM to Deskpro.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.