Help Scout + Microsoft Dynamics 365 CRM integrations
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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create CustomerCreates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Microsoft Dynamics 365 CRM and Help Scout
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Help Scout
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
Related categories
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Related Zap Templates
- Create Help Scout customers from new Microsoft Dynamics 365 CRM contacts for seamless customer management
- Update Help Scout notes when Microsoft Dynamics 365 CRM contacts are modified
- Create Help Scout notes for new Microsoft Dynamics 365 CRM contacts
- Create Help Scout conversations for new Microsoft Dynamics 365 CRM leads
- Create Help Scout conversations for new Microsoft Dynamics 365 CRM contacts









