BotConversa + Microsoft Dynamics 365 CRM

Update BotConversa custom fields when new leads are added in Microsoft Dynamics 365 CRM

Effortlessly keep your BotConversa up to date with new leads from Microsoft Dynamics 365 CRM. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, the custom field in BotConversa will be updated, ensuring your chatbot has the most current information for engaging with potential customers. Save time and boost efficiency by streamlining your lead management process.

Effortlessly keep your BotConversa up to date with new leads from Microsoft Dynamics 365 CRM. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, the custom field in BotConversa will be updated, ensuring your chatbot has the most current information for engaging with potential customers. Save time and boost efficiency by streamlining your lead management process.

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

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    BotConversaBotConversa
    Update Custom Field

    Updates user/bot custom field value inside BotConversa.

    ActionWrite
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Supported triggers and actions

botconversa logo
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About BotConversa

BotConversa is a Chatbot builder for WhatsApp. We’ve made it simples for small to big Size businesses to automate their WhatsApp conversations and create a true lead generation machine.

Related categories

  • Marketing Automation

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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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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