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Get Started FreeTriggers when you exchange, send or receive money.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Triggers when you exchange, send or receive money.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Choose Revolut as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Microsoft Dynamics CRM as the action app from the list.
Connect your Microsoft Dynamics CRM account & authenticate it.
Select the data you want to send from Revolut to Microsoft Dynamics CRM & your AI Agent is ready!
New Transaction
Create Account
New Transaction
Create Lead
New Transaction
Create Contact
New Transaction
Create Opportunity
New Transaction
Create Case
Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.
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.
The integration between Revolut 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:
While assessing the security of integrating Revolut 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 Revolut-Microsoft Dynamics CRM integration:
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