Microsoft Dynamics 365 CRM + Socially Versed Integration

Connect Microsoft Dynamics 365 CRM to Socially Versed in 1 click

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  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Socially Versed
    Form response is created in Socially Versed Instant
  • Socially Versed
    Contact is created or updated in Socially Versed Instant
  • Socially Versed
    Booking is created in Socially Versed Instant
  • Socially Versed
    Order is created in Socially Versed Instant
  • Socially Versed
    Order is updated in Socially Versed Instant
  • Socially Versed
    Product is created in Socially Versed Instant
  • Socially Versed
    Product is updated in Socially Versed Instant
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Ready Workflows Ready Workflows   for Microsoft Dynamics 365 CRM + Socially Versed Integration

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Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Socially Versed Integration

Create Socially Versed contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use Socially Versed to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in Socially Versed.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Socially Versed + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Socially Versed form response

When someone completes your Socially Versed, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Socially Versed is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Socially Versed - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Socially Versed + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Socially Versed contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and Socially Versed contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Socially Versed + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new Socially Versed order

As an online store owner, you're likely using Socially Versed to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Socially Versed with Microsoft Dynamics 365 CRM? This integration will allow you to automatically create a contact for each new order in Microsoft Dynamics 365 CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Top 10 Most Popular Socially Versed Automations from
Integrately Community

Most popularmost-popular-automations
01
Socially Versed logo
Notion logo
Create Notion database item for new Socially Versed form response
02
Socially Versed logo
CompanyHub logo
Create CompanyHub record for new Socially Versed form response
03
Socially Versed logo
Salesforce logo
Create Salesforce record for new Socially Versed form response
04
Socially Versed logo
Zoho CRM logo
Create Zoho CRM module for new Socially Versed form response
05
Socially Versed logo
Stackby logo
Create Stackby row for new Socially Versed form response
cloud
Socially Versed
app integration
06
Socially Versed logo
sendSMS logo
Send sendSMS message for new Socially Versed event
07
Socially Versed logo
Braintree logo
Create Braintree customer from new Socially Versed form response
08
Socially Versed logo
Fluid Pay logo
Create Fluid Pay contact from new Socially Versed form response
09
Socially Versed logo
Quickblog logo
Create Quickblog post for new Socially Versed form response
10
Socially Versed logo
Brilliant Directories logo
Create Brilliant Directories post for new Socially Versed form response
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.
Socially Versed
Socially Versed
Socially Versed specializes in developing custom digital solutions that help small businesses and brands grow. From website design and development to social media marketing and beyond, they can build a plan that fits your needs and budget.