Microsoft Dynamics 365 CRM + TimelinesAI

Create Microsoft Dynamics 365 accounts from new WhatsApp chats via TimelinesAI

Each time a new chat is received via TimelinesAI, this Zap automatically creates a corresponding account in Microsoft Dynamics 365—ensuring that all customer interactions from WhatsApp are logged and ready for follow-up in your CRM.

Each time a new chat is received via TimelinesAI, this Zap automatically creates a corresponding account in Microsoft Dynamics 365—ensuring that all customer interactions from WhatsApp are logged and ready for follow-up in your CRM.

  1. When this happens...
    TimelinesAITimelinesAI
    New Incoming Chat

    Triggers when a new incoming chat is created.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Account

    Creates a new account.

    ActionWrite
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Supported triggers and actions

  • TimelinesAI triggers, actions, and search

    New Incoming Chat

    Triggers when a new incoming chat is created.

    Trigger
    Instant
    Try It
  • TimelinesAI triggers, actions, and search

    New Received Message

    Triggers when a new incoming message is received.

    Trigger
    Instant
    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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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timelinesai logo
timelinesai logo

About TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
Learn more

Related categories

  • Marketing Automation

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