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Cliengo + Microsoft Dynamics 365 CRM

Cliengo + Microsoft Dynamics 365 CRM

Cliengo + Microsoft Dynamics 365 CRM integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Crear Cliente / Create Customer
    Crear Cliente / Create Customer
    Crear Cliente / Create CustomerCrear un nuevo contacto / Creates a new customer.
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More things you can do with Microsoft Dynamics 365 CRM and Cliengo

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

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