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Dynamics 365 / Freshsales CRM Integration

Quickly integrate Freshsales with Dynamics 365 using Recursyv Seamless to power data syncing. The synchronisation options allow you to quickly setup syncing of data (Accounts, Contacts, Leads, Deals) between Freshsales and Dynamics.
Published by Recursyv(about over 6 years ago)
Supported for
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OverviewInstallation InstructionsPrivacy & Security
Sync Customers (Accounts) & Contacts to keep customer master data up-to-date in both systems. Updates made in one system will synchronise to the other. This allows different teams (e.g. a helpdesk team and a sales team) who are using different systems work off an up-to-date data set. Freshsales Lead -> Dynamics Lead provides a reference view of Freshsales Leads within Dynamics. Leads will be updated into Dynamics Leads allowing users in Dynamics to view lead progress. Freshsales Deal -> Dynamics Opportunity syncs provides a reference view of Freshsales Deals within Dynamics. Deals will be updated into Dynamics Opportunities allowing Dynamics users to view Opportunity progress. Once setup, the integration is operated as a managed service by Recursyv.

App Details

Categories
CRM & SalesData management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

In order to provide connection details for each application (Freshdesk & Dynamics 365), you will need to contact Recursyv. In the course of this conversation, we will confirm data mappings, refresh frequency and any other requirements.

App Details

Categories
CRM & SalesData management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Details

Categories
CRM & SalesData management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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