Connect Microsoft Dynamics 365 CRM and WhatsApp Notifications to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Microsoft Dynamics 365 CRM and WhatsApp Notifications together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with WhatsApp Notifications - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Send Message" in WhatsApp Notifications.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and WhatsApp Notifications, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Practical ways you can use Microsoft Dynamics 365 CRM and WhatsApp Notifications
Notify on updated opportunities.
Improve alignment across teams. When a high-priority opportunity in Microsoft Dynamics 365 CRM is updated, Zapier triggers a WhatsApp notification to the engineering or development team. This keeps everyone in the loop, ensuring quick adjustments and coordinated efforts towards shared goals.
Engineering
Alert team on critical account updates.
Ensure IT stays informed. When a critical account in Microsoft Dynamics 365 CRM is updated, Zapier sends a WhatsApp notification to the IT or support team. This streamlines communication and allows the team to address changes or issues promptly, improving response time and efficiency.
IT
Notify team about new campaign responses.
Keep your marketing team updated. When a new campaign response is added in Microsoft Dynamics 365 CRM, Zapier will send a WhatsApp notification to a designated recipient or group. This ensures your team quickly reacts to inbound campaign responses, improving responsiveness and collaboration.
Marketing & Marketing Ops
