Create Help Scout notes for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep track of your customer interactions with this seamless workflow between Microsoft Dynamics 365 CRM and Help Scout. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a note will be created in Help Scout, ensuring you have all the essential information at your fingertips. Streamline your customer management process and improve communication within your team with this easy-to-use automation.
Effortlessly keep track of your customer interactions with this seamless workflow between Microsoft Dynamics 365 CRM and Help Scout. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a note will be created in Help Scout, ensuring you have all the essential information at your fingertips. Streamline your customer management process and improve communication within your team with this easy-to-use automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Note
Adds a note to existing conversation.
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