Add new LiveAgent customers from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and customer data with this seamless workflow between Microsoft Dynamics 365 CRM and LiveAgent. When a new lead is created in Dynamics 365 CRM, this automation instantly adds them as a new customer in LiveAgent. Keep your customer service team in the loop and ensure a smooth onboarding process by maintaining up-to-date customer information in both platforms.
Effortlessly manage your leads and customer data with this seamless workflow between Microsoft Dynamics 365 CRM and LiveAgent. When a new lead is created in Dynamics 365 CRM, this automation instantly adds them as a new customer in LiveAgent. Keep your customer service team in the loop and ensure a smooth onboarding process by maintaining up-to-date customer information in both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add New Customer
Adds new contact/customer to system.
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