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Delighted + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads as people in Delighted

Effortlessly manage your leads and customer feedback with this seamless workflow between Microsoft Dynamics 365 CRM and Delighted. When a new lead is created in your CRM, this automation adds their information as a Person in Delighted, allowing you to keep track of and engage with potential customers. Simplify your sales process and enhance communication by integrating these two powerful tools.

Effortlessly manage your leads and customer feedback with this seamless workflow between Microsoft Dynamics 365 CRM and Delighted. When a new lead is created in your CRM, this automation adds their information as a Person in Delighted, allowing you to keep track of and engage with potential customers. Simplify your sales process and enhance communication by integrating these two powerful tools.

  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!
    DelightedDelighted
    Add Person

    Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.

    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
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.
Learn moreHelp

Related categories

  • Forms & Surveys

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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.

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