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LiveAgent + Microsoft Dynamics 365 CRM

Create LiveAgent customers from new Microsoft Dynamics 365 CRM contacts

Effortlessly streamline your customer management process with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, it instantly creates a new customer in LiveAgent. This seamless integration saves time on manual data entry and ensures your support team always has up-to-date customer information at their fingertips.

Effortlessly streamline your customer management process with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, it instantly creates a new customer in LiveAgent. This seamless integration saves time on manual data entry and ensures your support team always has up-to-date customer information at their fingertips.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    LiveAgentLiveAgent
    Add New Customer

    Adds new contact/customer to system.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    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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Related categories

  • Customer Support

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