Microsoft Dynamics 365 CRM + Microsoft Teams + Snappy Gifts
Send Snappy Gifts and Microsoft Teams channel messages for new accounts in Microsoft Dynamics 365 CRM
It's hard to keep track of everything you need to do when closing a new deal! Get rid of the new deal checklist by using this Zapier automation. When a new account is created in MS Dynamics 365, this template will send a Snappy Gift to the account contact and send a message to your team channel in Microsoft Teams. Show appreciation for your new clients and celebrate with your team!
It's hard to keep track of everything you need to do when closing a new deal! Get rid of the new deal checklist by using this Zapier automation. When a new account is created in MS Dynamics 365, this template will send a Snappy Gift to the account contact and send a message to your team channel in Microsoft Teams. Show appreciation for your new clients and celebrate with your team!
- When this happens...New Account
Triggers when a new account is created.
- automatically do this...Send Gift
Send a gift using your existing Snappy Gifts Campaigns
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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