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BotConversa + Microsoft Dynamics 365 CRM

BotConversa + Microsoft Dynamics 365 CRM

BotConversa + Microsoft Dynamics 365 CRM integrations

Update BotConversa custom fields when new leads are added in Microsoft Dynamics 365 CRM

Effortlessly keep your BotConversa up to date with new leads from Microsoft Dynamics 365 CRM. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, the custom field in BotConversa will be updated, ensuring your chatbot has the most current information for engaging with potential customers. Save time and boost efficiency by streamlining your lead management process.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Update Custom Field
    Update Custom Field
    Update Custom FieldUpdates user/bot custom field value inside BotConversa.
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More things you can do with Microsoft Dynamics 365 CRM and BotConversa

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and BotConversa

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About BotConversa
BotConversa is a Chatbot builder for WhatsApp. We’ve made it simples for small to big Size businesses to automate their WhatsApp conversations and create a true lead generation machine.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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