- First, you need to register in ApiX-Drive
- Choose what data to transfer from Microsoft Dynamics 365 to Freshworks
- Turn on auto-update
- Now the data will be automatically transferred from Microsoft Dynamics 365 to Freshworks
Integration Microsoft Dynamics 365 + Freshworks
Connect Microsoft Dynamics 365 and Freshworks via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Microsoft Dynamics 365 and Freshworks yourself, without programmers
Other available integrations
Microsoft Dynamics 365 (245 available connectors)
Freshworks (245 available connectors)
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Automation capabilities of
Microsoft Dynamics 365 and Freshworks
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Microsoft Dynamics 365 to Freshworks.
Transmit data at specified intervals from Microsoft Dynamics 365 to Freshworks.
Data source: Microsoft Dynamics 365, available actions:
- Get OPPORTUNITIES (modified)
- Get OPPORTUNITIES (new)
- Get OPPORTUNITIES by stage (new)
- Get ACCOUNTS (modified)
- Get ACCOUNTS (new)
- Get CONTACTS (modified)
- Get CONTACTS (new)
- Get LEADS (modified)
- Get LEADS (new)
Data receiver: Freshworks, available actions:
- Add TASK to deal
- Add NOTE to contact
- Add NOTE to deal
- Update DEAL
- Create CONTACT
- Create DEAL
F.A.Q. on integration of Microsoft Dynamics 365 and Freshworks
How is integration of Microsoft Dynamics 365 and Freshworks carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Microsoft Dynamics 365 with Freshworks?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside Microsoft Dynamics 365 and Freshworks
Information about Microsoft Dynamics 365
This service is a typical representative of CRM systems, but this time from Microsoft. This service was created to organize sales and marketing and simplify the work of the support service. Microsoft Dynamics CRM is able to integrate with other services from the developer (Skype, Office, Exchange Server, etc.) and is well suited for all kinds of companies working in various directions. It is argued that this service is one of the five most popular CRM in the world and the number of users continues to grow steadily. More
Information about Freshworks
Freshworks is a CRM platform with a range of options for managing sales, marketing, customer service, and more. There is also an IT support module, personnel management and a number of other features. The system was created in 2010 and for 2021 it is used by more than 40,000 companies from around the world. It has its own Freshdesk customer support software, Freshchat online chat module with built-in AI-based chat bots, Freshcaller cloud telephony system, as well as tools for lead generation, email marketing, landing page development, statistics and analytics of various business indicators. etc. More
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