Microsoft Dynamics 365 CRM + Otter.ai integrations
Create new entities in Microsoft Dynamics 365 CRM every time there are new recordings in Otter.ai
When a new recording is made in Otter.ai, streamline your workflow by instantly creating a custom entity in Microsoft Dynamics 365 CRM. This eliminates manual data entry and keeps your CRM updated with the latest notes from your recordings. Make your note-taking process efficient and well organized with this simple automation.
- When this happens...New RecordingTriggers when a new recording is available in Otter
- automatically do this!Create Custom EntityCreates a new custom entity.
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More things you can do with Otter.ai and Microsoft Dynamics 365 CRM
Discover other triggers and actions you can use with Otter.ai and Microsoft Dynamics 365 CRM
- New Recording
Triggers when a new recording is available in Otter
Try ItTriggerInstant - New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- FileRequired
- NameRequired
ActionWrite- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling
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Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating accurate and efficient note-taking.
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