Help Scout + Microsoft Dynamics 365 CRM
Create Help Scout conversations for new Microsoft Dynamics 365 CRM leads
Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM by connecting it to Help Scout. With this seamless workflow, you can quickly create a new conversation in Help Scout whenever there's a new lead in your CRM, ensuring timely follow-ups and improved customer communication. Stay organized and maintain valuable relationships with your prospects with this efficient automation.
Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM by connecting it to Help Scout. With this seamless workflow, you can quickly create a new conversation in Help Scout whenever there's a new lead in your CRM, ensuring timely follow-ups and improved customer communication. Stay organized and maintain valuable relationships with your prospects with this efficient automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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