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Ask for feedback via Ratecard after contacts are added in Microsoft Dynamics 365 CRM

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create or Update Contact

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.

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Connect Microsoft Dynamics 365 CRM + Ratecard in Minutes

It's easy to connect Microsoft Dynamics 365 CRM + Ratecard and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Account

Triggers when a new account is created.

Contact Updated

Triggers when a contact has been updated.

Lead Updated

Triggers when a lead has been updated.

Opportunity Updated

Triggers when an opportunity has been updated.

New Contact

Triggers when a new contact is created.

New Lead

Triggers when a new lead is created.

New Opportunity

Triggers when a new opportunity is created.

Create or Update Contact

Creates a new contact or updates an existing contact.

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