Create Help Scout customers from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your customer information across platforms with this seamless integration between Microsoft Dynamics 365 CRM and Help Scout. When a new lead is added in your CRM, this workflow will create a customer in Help Scout, ensuring their information stays up-to-date across both systems. Save time and enhance your customer service by integrating these two powerful tools.
Effortlessly manage your customer information across platforms with this seamless integration between Microsoft Dynamics 365 CRM and Help Scout. When a new lead is added in your CRM, this workflow will create a customer in Help Scout, ensuring their information stays up-to-date across both systems. Save time and enhance your customer service by integrating these two powerful tools.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
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