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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 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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Conversation
    Create Conversation
    Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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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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