Integrate Microsoft Dynamics CRM 365 with Wrike
Connect Microsoft Dynamics CRM 365 to Wrike with no code - integrate easy with Albato
Albato makes integrating Wrike with Microsoft Dynamics CRM 365 straightforward, enabling smooth workflow automation between project management and customer relationship management. Albato is a platform that eases the creation of integrations and automations across various applications, using a simple no-code automation builder. This builder allows the setting up of triggers, events that kick-start an automation, and actions, the tasks executed as a result of these triggers. An example of how Wrike and Microsoft Dynamics CRM 365 can work together through Albato involves creating a new task in Wrike (trigger) which then leads to the creation of a new Entity in Dynamics CRM 365 (action). This integration ensures that every time a team starts a new project or task in Wrike, a corresponding record is automatically created in Dynamics CRM 365, keeping customer records up-to-date and teams aligned.
Category
- CRM & ERP systems
- Microsoft
- Project & Task Management
How it works
With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.
- 1
Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.
- 2
Select the app and event that will trigger your integration, or set up a schedule as you prefer.
- 3
Select the actions to be performed and the data you wish to send once your integration is started.
- 4
That's it, it's done
Choose triggers and events for source app and target app
Triggers and actions available for Microsoft Dynamics CRM 365 and Wrike integration
Get started with Microsoft Dynamics CRM 365 and Wrike integration using template
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Learn how to connect Microsoft Dynamics CRM 365 with Wrike
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Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation
Dynamics CRM is a business software made by Microsoft. It helps businesses manage their customer database, generate leads, engage with customers, and resolve customer service issues.
How to connect Wrike to Albato
Wrike is a collaboration and project management platform. Connect Wrike to Albato to set up integration between your Wrike account and any other services according to your need.
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I like Albato for the following reasons: Intuitive Interface — The interface is pretty easy to use and easily understandable. Extensive App Library — Albato offers a good set of Apps to intergrate, especially all the commonly used ones. Customization Options - Can customize the workflows easily. Real-time Monitoring — We are able to monitor the automation in real time very effectively.
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