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LiveAgent + Microsoft Dynamics 365 CRM

LiveAgent + Microsoft Dynamics 365 CRM

LiveAgent + Microsoft Dynamics 365 CRM integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Add New Customer
    Add New Customer
    Add New CustomerAdds new contact/customer to system.
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More things you can do with Microsoft Dynamics 365 CRM and LiveAgent

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and LiveAgent

  • 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 LiveAgent
LiveAgent is the only customer support app you will ever need. Helpdesk, Ticketing, Automation, Live Chat, Call Center, FAQs, Support Portal, Facebook and Twitter monitoring... Plus, it works well with others like MailChimp, Highrise, AWeber, Google Analytics and 50+ more
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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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