LiveAgent + Microsoft Dynamics 365 CRM

Add new LiveAgent customers from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads and customer data with this seamless workflow between Microsoft Dynamics 365 CRM and LiveAgent. When a new lead is created in Dynamics 365 CRM, this automation instantly adds them as a new customer in LiveAgent. Keep your customer service team in the loop and ensure a smooth onboarding process by maintaining up-to-date customer information in both platforms.

Effortlessly manage your leads and customer data with this seamless workflow between Microsoft Dynamics 365 CRM and LiveAgent. When a new lead is created in Dynamics 365 CRM, this automation instantly adds them as a new customer in LiveAgent. Keep your customer service team in the loop and ensure a smooth onboarding process by maintaining up-to-date customer information in both platforms.

  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!
    LiveAgentLiveAgent
    Add New Customer

    Adds new contact/customer to system.

    ActionWrite
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Supported triggers and actions

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About LiveAgent

LiveAgent is the only customer support app you will ever need. Helpdesk, Ticketing, Automation, Live Chat, Call Center, FAQs, Support Portal, Facebook and Twitter monitoring... Plus, it works well with others like MailChimp, Highrise, AWeber, Google Analytics and 50+ more

Related categories

  • Customer Support

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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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