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Crisp + Microsoft Dynamics 365 CRM

Create or update Crisp contacts for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads from Microsoft Dynamics 365 CRM by automating the process of creating or updating contacts in Crisp. With this workflow, every time a new lead is added to Dynamics 365 CRM, the contact information will be sent to Crisp, ensuring that your communication with potential clients stays organized and up-to-date. Enhance your customer relationship management by implementing this seamless integration between Dynamics 365 CRM and Crisp.

Effortlessly manage your leads from Microsoft Dynamics 365 CRM by automating the process of creating or updating contacts in Crisp. With this workflow, every time a new lead is added to Dynamics 365 CRM, the contact information will be sent to Crisp, ensuring that your communication with potential clients stays organized and up-to-date. Enhance your customer relationship management by implementing this seamless integration between Dynamics 365 CRM and Crisp.

  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!
    CrispCrisp
    Create/Update Contact

    Creates/Update a contact

    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
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About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn more

Related categories

  • Customer Support
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