Microsoft Dynamics 365 CRM + Ratecard Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Microsoft Dynamics 365 CRM and Ratecard, with as many as 13 possible integrations. Are you ready to find your productivity superpowers?
Ask for feedback via Ratecard after contacts are added in Microsoft Dynamics 365 CRM
You would like to know how your customer(s) experience your company and your team. By asking for feedback via Ratecard after a contact is added in Microsoft Dynamics 365 CRM, you can measure, compare and benchmark one of the most important steps within your process. This integration uses the trigger "New Contact" within your Microsoft Dynamics account, and gives you the opportunity to send a personalised feedback request (and a reminder, if necessary) - immediately after the contact is added, or with a delay that you set within Ratecard.
Note: If you don't want to trigger a feedback request at exactly the moment when you add a contact to your Microsoft Dynamics account, it is recommended that you use the delay time within Ratecard to send out the request at the right and most suitable time.
It's easy to connect Microsoft Dynamics 365 CRM + Ratecard and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new opportunity is created.
Creates a new lead.
Triggers when a new contact is created.
Creates a new contact or updates an existing contact.
Triggers when a new lead is created.
Creates a new account.
Triggers when new feedback is received for a form. Note: If the feedback requires verification before publishing, this will trigger after it's been verified.
Updates a lead.
Triggers when an opportunity has been updated.
Creates a new contact.
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