Help Scout + Microsoft Dynamics 365 CRM
Create Help Scout conversations for new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your CRM and support tickets together with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a conversation in Help Scout, keeping your customer interactions organized and easily accessible. Save time and maintain a consistent customer experience by connecting your CRM and helpdesk systems.
Effortlessly manage your CRM and support tickets together with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a conversation in Help Scout, keeping your customer interactions organized and easily accessible. Save time and maintain a consistent customer experience by connecting your CRM and helpdesk systems.
- When this happens...New Contact
Triggers when a new contact 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.
- Free forever for core features
- 14 day trial for premium features & apps
