Microsoft Dynamics 365 CRM + TimelinesAI

Microsoft Dynamics 365 CRM + TimelinesAI integrations

Create leads in Microsoft Dynamics 365 CRM when new WhatsApp chats are received in TimelinesAI

Integrate TimelinesAI with Microsoft Dynamics 365 CRM with this Zap to automatically generate new leads whenever a new WhatsApp chat is received. This seamless integration streamlines lead generation by effortlessly capturing valuable customer interactions from WhatsApp and converting them into potential sales opportunities within your CRM system.

When this happens...
New Incoming ChatTriggers when a new incoming chat is created.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with TimelinesAI and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with TimelinesAI and Microsoft Dynamics 365 CRM

Chat Closed
Triggers when a chat is closed.
Trigger
Instant
Try It
New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
Try It
New Sent Message
Triggers when a new message is sent.
Trigger
Instant
Try It
New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Polling
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- Chat Id
Action
Write

- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message text
  Required
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded file
  Required
- Name of attached file
Action
Write

- Whatsapp_message_id
  Required
Action
Search
- Name
Action
Search
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

New Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
Try It
New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
Try It
New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Polling
Try It
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URL
  Required
- Name of attached file
Action
Write
- Whatsapp Account
  Required
- Phone number
  Required
- Message text
  Required
Action
Write
- Name
- Phone
- Chat_id
Action
Search
- Whatsapp_message_id
  Required
Action
Search
- Phone
- Email
Action
Search
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

About Microsoft Dynamics 365 CRM

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

Learn moreLearn moreHelpHelp

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About TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

Learn moreLearn moreHelpHelp

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Marketing Automation

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Zapier Forms

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Microsoft Dynamics 365 CRM + TimelinesAI

Microsoft Dynamics 365 CRM + TimelinesAI

Create leads in Microsoft Dynamics 365 CRM when new WhatsApp chats are received in TimelinesAI

More things you can do with TimelinesAI and Microsoft Dynamics 365 CRM

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