BotConversa + Microsoft Dynamics 365 CRM

Update BotConversa custom fields for new Microsoft Dynamics 365 CRM contacts

Keep your CRM contacts and chatbot communication in sync with this workflow. When a new contact is created in Microsoft Dynamics 365 CRM, it will automatically update a custom field in the BotConversa app. Stay organized and streamline your business communication, allowing you to focus on more important tasks.

Keep your CRM contacts and chatbot communication in sync with this workflow. When a new contact is created in Microsoft Dynamics 365 CRM, it will automatically update a custom field in the BotConversa app. Stay organized and streamline your business communication, allowing you to focus on more important tasks.

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

    Triggers when a new contact 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

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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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