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Microsoft Dynamics 365 CRM + ReviewInc

Create ReviewInc contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads and streamline your marketing efforts with this easy-to-use workflow. When a new lead is generated in Microsoft Dynamics 365 CRM, this automation will seamlessly add a contact into the Notify System within ReviewInc, boosting your marketing potential and ensuring each lead receives the attention they deserve. Enhance your sales process and save time with this streamlined solution.

Effortlessly manage your leads and streamline your marketing efforts with this easy-to-use workflow. When a new lead is generated in Microsoft Dynamics 365 CRM, this automation will seamlessly add a contact into the Notify System within ReviewInc, boosting your marketing potential and ensuring each lead receives the attention they deserve. Enhance your sales process and save time with this streamlined solution.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    ReviewIncReviewInc
    Add a Contact Into Notify System

    For third party CRM’s that already have customer names, emails / SMS text numbers, it’s convenient to push the contacts into the Notify system to trigger the request review campaign message.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About ReviewInc

ReviewInc is reputation management and customer communication software that automates the customer experience journey through forms, emails, and text messages. Our service enhances Online Reputation by monitoring, collecting, and amplifying reviews to help businesses shine.

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