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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Help Scout + Microsoft Dynamics 365 CRM

Help Scout + Microsoft Dynamics 365 CRM

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
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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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Help Scout
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.
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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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