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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 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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact 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
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    • 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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