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Microsoft Dynamics 365 CRM + Ratecard

Ask for feedback via Ratecard after contacts are added in Microsoft Dynamics 365 CRM

You would like to know how your customer(s) experience your company and your team. By asking for feedback via Ratecard after a contact is added in Microsoft Dynamics 365 CRM, you can measure, compare and benchmark one of the most important steps within your process. This integration uses the trigger "New Contact" within your Microsoft Dynamics account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the contact is added, or with a delay that you set within Ratecard.

You would like to know how your customer(s) experience your company and your team. By asking for feedback via Ratecard after a contact is added in Microsoft Dynamics 365 CRM, you can measure, compare and benchmark one of the most important steps within your process. This integration uses the trigger "New Contact" within your Microsoft Dynamics account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the contact is added, or with a delay that you set within Ratecard.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    RatecardRatecard
    Create or Update Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About Ratecard

Ratecard is the online feedback and reputation management tool that helps you to collect feedback and reviews on autopilot.

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