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Microsoft Dynamics 365 CRM

We break down the best ERP software options on the market so you can see which enterprise resource planning system is the best fit for your business.

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Getting control over your sales orders is crucial for scaling your business. Using this integration allows you to centralize and generate sales orders automatically when you implement Google Sheets with Katana. Once set up, every new row that's added to a selected Google Sheets spreadsheet, Zapier will create a new sales order in Katana, helping you onboard your data during set-up or simplify importing orders outside of Katana.

Katana

Create Katana sales orders from new rows on Google Sheets

No more running between different places to find your customer details. Using this integration will help you add customer's details and save them automatically when you implement Google Sheets with Katana. Once set up, every new row that's added to a selected Google Sheets spreadsheet, Zapier will create a new customer in Katana, helping you onboard your data during set-up or simplify importing customers outside of Katana.

Add Katana customers from new rows on Google Sheets

Centralize your sales and manufacturing orders onto one easy-to-use dashboard with the Katana-Salesforce workflow. Set-up automatic imports of specified Salesforce records into Katana, allowing you to improve and optimize your production runs without the hassle of switching between apps.

Salesforce

Create Katana sales orders from new records in Salesforce

Effortlessly streamline your lead generation process with this Jotform and Odoo ERP Self Hosted integration. Once a new submission is received in Jotform, a lead or opportunity will be instantly created in your Odoo ERP Self Hosted app. This automation saves you valuable time and ensures that no potential leads are missed, while keeping your CRM up-to-date with minimal effort.

Jotform

Odoo ERP Self Hosted

Create leads/opportunities in Odoo ERP Self Hosted from new Jotform submissions

Got a new contact? Make sure they are on your list to receive the most relevant advertising. Zapier makes that easy. Just set up this integration and your customer match lists will be updated from Odoo ERP Self Hosted.

Google Ads

Add contacts to a Google Ads customer list for new leads/opportunities on Odoo ERP Self Hosted

Easily streamline your marketing efforts and save time with this workflow. When a new lead or opportunity is identified in your Odoo ERP Self Hosted system, the lead's contact information is instantly added to your Customer List in Google Ads. This speeds up your process, helping you swiftly target potential customers for your marketing campaigns.

Add new Odoo ERP Self Hosted leads/opportunities to Google Ads customer list

Are you tired of manually uploading your Facebook leads into Microsoft Dynamics CRM? Zapier can automate this for you. Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Microsoft Dynamics CRM, allowing you to follow-up with leads faster and more efficiently.

Facebook Lead Ads

Add new Facebook Lead Ad leads to Microsoft Dynamics CRM as contacts

Manage your leads across application without duplicating your data entry work! This integration automatically creates a lead in Microsoft Dynamics 365 CRM as soon as a lead is created in Google Ads.

Create Microsoft Dynamics 365 CRM leads for new Google Ads leads

Use this integration to send funnel events to Facebook Conversions from Microsoft Dynamics 365 CRM, which will help improve ad campaign performance, reporting, and optimization. Pick the Trigger event for Microsoft Dynamics 365 CRM that matches what you're tracking for conversions, and this integration will add an event to your funnel whenever that happens.

Facebook Conversions

Send funnel events to Facebook Conversions from Microsoft Dynamics 365 CRM

Streamline your process with this integrated solution. Whenever a new record is added to your NetSuite platform, it prompts a corresponding activity in Webhooks, ensuring seamless data flow. This system saves time, enhances precision and eliminates the need for repetitive manual data entry, creating a smooth operating workplace.

NetSuite

Create new posts in Webhooks by Zapier from new records in NetSuite

Boost your operational efficiency by directly duplicating every 'new record' within NetSuite as an 'item' in Monday.com. This workflow saves you from extensive manual data entry and toggling between apps by instantly mirroring any addition of a new record in NetSuite with a corresponding item creation in Monday.com. This efficient process reduces potential errors and saves time, significantly benefitting your business management.

monday.com

Create items in monday.com from new records in NetSuite

Keep your NetSuite records up-to-date by leveraging this seamless workflow. Whenever you have a new or updated row in Google Sheets, it immediately updates in NetSuite, ensuring that your data stays consistent across both platforms. This process not only reduces manual data entry but also ensures accuracy, saving you valuable time and effort. Streamline your data management with this efficient and straightforward automation.

Google Sheets

Update NetSuite records when new or updated rows appear in Google Sheets

Trigger a Zap when new 'active' Vendors are created in Sage Intacct and create a Subscriber in an audience in Mailchimp. If a Subscriber in Mailchimp already exists for the Vendors display contact email, update the existing Subscriber in Mailchimp.

Sage Intacct

Mailchimp

Create Mailchimp Subscribers for new Vendors

Trigger a Zap when a new Contact is created in Sage Intacct and automatically create a Task for that contact in Asana

Asana

Create Tasks in Asana for new Contacts in Sage Intacct

Triggers when a new Customer in Stripe is created and automatically creates a Contact in Sage Intacct

The best ERP software in 2025

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