Exelement SyncCloud

a fully managed integration platform as a service solution (managed iPaaS)

Integrate 

Freshworks CRM

 with 

Microsoft Dynamics CRM

With our fully managed integration platform as a service, we can help you get your integration up and running fast, securely, and accurately.

We manage the whole process from A-Z, your integration runs in our cloud, and you don't need to host or manage any code or integration apps.

Freshworks CRM

Microsoft Dynamics CRM

300+ applications

Benefits of this integration

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Available integration methods

Leads

  • Delete Lead: Delete a Lead.
  • List Lead Filters: Get a List of All Lead Filters.
  • Create Lead: Create a New Lead.
  • List All Leads by View ID: Get a List of All Leads by View ID.
  • Update Lead: Update a Lead.
  • Get Lead: Get a Lead.

Contacts

  • Create Contact: Create a New Contact.
  • List Contact Filters: Get a List of All Contact Filters.
  • Get Contact: Get a Contact.
  • Update Contact: Update a Contact.
  • Delete Contact: Delete a Contact.
  • List All Contacts by View ID: Get a List of All Contacts by View ID.

Accounts

  • Get Account: Get an Account.
  • List All Accounts by View ID: Get a List of All Accounts by View ID (retrieve View ID from Account Filters).
  • List Account Filters: Get a List of All Account Filters.
  • Delete Account: Delete an Account.
  • Create Account: Create an Account.
  • Update Account: Update an Account.

Appointments

  • List Appointments: Get a list of filtered appointments i.e get your past and upcoming appointments.

Contacts

  • Get Contact(s) By Email Address: Gets all matching contacts from Dynamics by email address.
  • Update Contact: Updates a contact.
  • List Updated Contacts: Gets updated contacts in Dynamics since the last time the process was run in this Cycle.
  • Get Contact: Gets a contact from Dynamics by ID.
  • Delete Contact: Deletes a contact.
  • List Contacts: Gets a list of all contacts in Dynamics.
  • List New and Updated Contacts: Gets the new and updated contacts added to Dynamics since the last time the process was run in this Cycle.
  • List New Contacts: Gets the new contacts added to Dynamics since the last time the process was run in this Cycle.
  • Create Contact: Creates a new contact.

Campaign Responses

  • Delete Campaign Response: Delete a campaign response.
  • Update Campaign Response: Update a campaign response that is bound to a campaign.
  • Get Campaign Response: Get a campaign response.
  • Link Contact to Campaign Response: Link a contact to a campaign response.
  • Create Campaign Response: Create a campaign response that is bound to a campaign.
  • List Campaign Responses: List campaign responses.

Leads

  • Get Lead: Gets a lead from Dynamics by ID.
  • List Leads: Get leads.
  • List New Leads: Get new leads.
  • List Updated Leads: Get updated leads.
  • Create Lead: Create a new lead.
  • Delete Lead: Deletes a lead.
  • Update Lead: Update a lead.
  • List Leads By Email Address: Gets all matching leads from Dynamics by email address.

Campaigns

  • List Campaigns: Gets all campaigns in Dynamics.
  • Get Campaign By Name: Gets a campaign by name. Leaves through the True Exit if found, else through the False Exit. If multiple matches are found, only the first is returned.
  • Update Campaign: Update an existing campaign.
  • Create Campaign: Create a campaign.
  • Get Campaign: Gets a campaign from Dynamics by ID.
  • Delete Campaign: Delete a campaign.

Accounts

  • Delete Account: Deletes an account.
  • List Updated Accounts: Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle.
  • List Accounts By Email: Gets all accounts that match the specified email address.
  • List New and Updated Accounts: Gets the new and updated accounts added to Dynamics since the last time the process was run in this Cycle.
  • List New Accounts: Gets the new accounts added to Dynamics since the last time the process was run in this Cycle.
  • Get Account By Email (First Match): Gets the first matching account for the specified email address.
  • Update Account: Update an existing account.
  • Get Account: Get an account specified by its ID.
  • List Accounts: Gets a list of all accounts in Dynamics.
  • Create Account: Create an account.

Roles

  • List Roles: Gets a list of all roles.
  • List Roles: Gets a list of all roles.

Dynamic Marketing Lists

  • List Dynamic List's Accounts: Get Accounts of a dynamic marketing lead list.
  • List Dynamic Lists: Get dynamic marketing lists.
  • List Dynamic Lead Lists: Get dynamic marketing lists.
  • List Dynamic List's Contacts: Get Contacts of a dynamic marketing list.
  • List New Dynamic Lists: Gets the new dynamic marketing lists since last run.
  • List Updated Dynamic Lists: Gets the updated dynamic marketing lists since last run.
  • List Dynamic List's Leads: Get Contacts of a dynamic marketing lead list.

Static Marketing Lists

  • List Static Lead Lists: Get static marketing lists.
  • List Static List's Accounts: Get static list's accounts.
  • List Static List's Leads: Get static lead list contacts.
  • Add Member(s) to Static List: Adds Members to a Static Marketing List.
  • List Static List's Contacts: Get static list contacts.
  • List Static Lists: Get static marketing lists.
  • Remove Member(s) from Static List: Removes Members from a Static Marketing List.

Opportunities

  • Get Opportunity: Gets the opportunity specified by ID.
  • List New Opportunities: Gets a list opportunities created since the last run.
  • List Updated Opportunities: Gets a list opportunities updated since the last run.
  • List Opportunities: Gets a list of all opportunities in Dynamics.
  • Get Opportunity By Email (First Match): Gets the first matching opportunity for the specified email address.
  • List Opportunities By Email: Gets all opportunities that match the specified email address.
  • List New And Updated Opportunities: Gets a list opportunities created or updated since the last run.

Marketing Lists

  • List Updated Marketing Lists: Gets the updated marketing lists since last run.
  • List Marketing Lists: Gets the Marketing Lists.
  • Get Marketing List By Name: Gets a Marketing List from Dynamics by name.
  • List New Marketing Lists: Gets the Marketing Lists added since the last run date.
  • Get Marketing List: Gets a Marketing List from Dynamics by ID.
  • Create New Marketing List: Creates a new mailing list.

Products

  • List Updated Products: Gets a list of all products in Dynamics updated since the last run time.
  • List New Products: Gets a list of all products in Dynamics added since the last run time.
  • Get Product: Gets a Product from Dynamics by ID.
  • List New And Updated Products: Gets a list of all products in Dynamics added or updated since the last run time.
  • List Products: Gets a list of all products in Dynamics.

System Users

  • List System Users: Gets a list of all system users in Dynamics.
  • Get System User: Gets a system user from Dynamics by ID.

Fields

  • Get Entity Fields (List Objects): Get fields of a List object (for example contacts - as opposed to contact).
  • Get Entity Fields: Get a single entity (e.g. contact)'s fields. Can be used to map additional data that is not currently mapped in a method.

Tasks

  • Create Task: Creates a new task for the specified contact.

Teams

  • List Teams: Gets a list of all teams.
"I wanted to express my sincere appreciation for the exceptional service and successful HubSpot integration that your company delivered. The expertise, professionalism, and dedication demonstrated throughout the process were truly impressive. From the initial consultation to the final implementation, your team exhibited a deep understanding of our business needs. The smooth and efficient integration process, coupled with your proactive communication, ensured the project was completed within the agreed timeframe, exceeding our expectations. The integrated solution provided by Exelemnt SyncCloud is of outstanding quality, seamlessly connecting our HubSpot instance with our external service/data provider. This integration has significantly improved our workflow, enabling effective lead management, automated marketing campaigns, and has greatly enhanced our sales process and pipeline. It has truly empowered our team and given us a competitive advantage. Thank you for your remarkable service. I highly recommend Exelemnt SyncCloud for successful HubSpot integrations, and I look forward to future collaborations."

Zoran Mitrovic

Digitaliseringschef / CDO, Euro Finans

"Exelement SynCloud Helped Us Growth +400% Net Profits. The value our organization has seen working with Exelement SyncCloud has been extremely beneficial to our growth and helped position us for continued+sustanable growth. The Exelement team is super knowledgeable, and resourceful, and has a war chest full of additional items to help any organization meet its HubSpot needs. As an executive leader within the org, I've experienced multiple HubSpot and Salesforce buildouts; however, I've never worked with such as helpful/responsive partner as Exelement."

Christopher L. Hackney

Director of Operations, IT’S A SECRET MED SPA

Looking for additional or custom integration methods?

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