Formilla + Microsoft Dynamics 365 CRM
Create contacts in Microsoft Dynamics 365 CRM from newly-completed chat sessions in Formilla
To capture a contact in Microsoft Dynamics while chatting, normally you would need to manually enter the information during your chat. This integration will automatically create a contact in the Microsoft Dynamics 365 CRM as soon as your chat session has completed in Formilla. This will let you focus on the chat you are taking part in rather than scramble to create a contact record at the same time.
To capture a contact in Microsoft Dynamics while chatting, normally you would need to manually enter the information during your chat. This integration will automatically create a contact in the Microsoft Dynamics 365 CRM as soon as your chat session has completed in Formilla. This will let you focus on the chat you are taking part in rather than scramble to create a contact record at the same time.
- When this happens...Chat Transcript
Triggers when a chat ends.
- automatically do this!Create Contact
Creates a new contact.
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