Help Scout + Microsoft Dynamics 365 CRM
Create Help Scout customers from new Microsoft Dynamics 365 CRM contacts for seamless customer management
Effortlessly maintain your customer database across platforms with this automation workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a customer is created in Help Scout, ensuring your support team has up-to-date information about your clients. This simple yet effective solution saves time on manual data entry and keeps your customer records consistent for better communication and support.
Effortlessly maintain your customer database across platforms with this automation workflow. When a new contact is added in Microsoft Dynamics 365 CRM, a customer is created in Help Scout, ensuring your support team has up-to-date information about your clients. This simple yet effective solution saves time on manual data entry and keeps your customer records consistent for better communication and support.
- When this happens...New Contact
Triggers when a new contact 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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