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Microsoft Dynamics 365 CRM + SurveyMethods

Update contacts in Microsoft Dynamics 365 CRM and send survey invitations with SurveyMethods

Keep your customer feedback process seamless by connecting Microsoft Dynamics 365 CRM with SurveyMethods. With this automation, whenever a contact is updated in Microsoft Dynamics 365 CRM, a survey invitation will be sent using SurveyMethods. Ensure you're staying up-to-date with your customers' experiences and opinions without manually sending out surveys every time a contact's information changes.

Keep your customer feedback process seamless by connecting Microsoft Dynamics 365 CRM with SurveyMethods. With this automation, whenever a contact is updated in Microsoft Dynamics 365 CRM, a survey invitation will be sent using SurveyMethods. Ensure you're staying up-to-date with your customers' experiences and opinions without manually sending out surveys every time a contact's information changes.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    SurveyMethodsSurveyMethods
    Send a Survey Invitation

    Send a survey invitation to an email address.

    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 SurveyMethods

SurveyMethods is a powerful and easy-to-use online survey software tool for survey creation, deployment and analysis.

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