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Help Scout logoHelp Scout logo
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

Update Help Scout notes when Microsoft Dynamics 365 CRM contacts are modified

Keep your Help Scout notes up to date with this automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow adds a note in Help Scout immediately. Stay organized and informed with real-time updates, ensuring your customer support team has the most accurate information for handling client inquiries.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Add Note
    Add Note
    Add NoteAdds a note to existing conversation.
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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
    Try It
    • 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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