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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 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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact 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
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
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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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