Cliengo + Microsoft Dynamics 365 CRM

Create new Cliengo customers from Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads and customers by integrating Microsoft Dynamics 365 CRM with Cliengo. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow automatically adds them as a customer in Cliengo, ensuring your customer data stays organized and up-to-date. Eliminate manual data entry and let this automation streamline your business processes for a more efficient customer management experience.

Effortlessly manage your leads and customers by integrating Microsoft Dynamics 365 CRM with Cliengo. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow automatically adds them as a customer in Cliengo, ensuring your customer data stays organized and up-to-date. Eliminate manual data entry and let this automation streamline your business processes for a more efficient customer management experience.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    CliengoCliengo
    Crear Cliente / Create Customer

    Crear un nuevo contacto / Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
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About Cliengo

Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.

Related categories

  • Contact Management
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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