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Microsoft Dynamics 365 CRM + VideoAsk

Create VideoAsk contacts from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and VideoAsk. When a new lead is added in your CRM system, a contact is instantly created in VideoAsk to initiate personalized interactions. This integration helps you easily engage with potential customers and foster better relationships without having to manually transfer information between platforms.

Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and VideoAsk. When a new lead is added in your CRM system, a contact is instantly created in VideoAsk to initiate personalized interactions. This integration helps you easily engage with potential customers and foster better relationships without having to manually transfer information between platforms.

  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!
    VideoAskVideoAsk
    Create a Contact in a Videoask (OLD)

    Create a Contact in a videoask (linked to a specific videoask)

    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
microsoft-dynamics-crm logo
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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videoask logo
videoask logo

About VideoAsk

VideoAsk is a business tool to help your business have meaningful interactions using the proximity of video.

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