Microsoft Dynamics 365 CRM
When this happens...
Microsoft Dynamics 365 CRMNew Contact
Then do this...
RatecardCreate 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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When this happens...
then do this!
New Opportunity

Triggers when a new opportunity is created.

Create Lead

Creates a new lead.

New Contact

Triggers when a new contact is created.

Create or Update Contact

Creates a new contact or updates an existing contact.

New Lead

Triggers when a new lead is created.

Create Account

Creates a new account.

New Feedback

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.

Update Lead

Updates a lead.

Opportunity Updated

Triggers when an opportunity has been updated.

Create Contact

Creates a new contact.

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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Ratecard is the online feedback and reputation management tool that helps you to collect feedback and reviews on autopilot.

See Ratecard Integrations