Crisp + Microsoft Dynamics 365 CRM

Create or update Crisp contacts for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads from Microsoft Dynamics 365 CRM by automating the process of creating or updating contacts in Crisp. With this workflow, every time a new lead is added to Dynamics 365 CRM, the contact information will be sent to Crisp, ensuring that your communication with potential clients stays organized and up-to-date. Enhance your customer relationship management by implementing this seamless integration between Dynamics 365 CRM and Crisp.

Effortlessly manage your leads from Microsoft Dynamics 365 CRM by automating the process of creating or updating contacts in Crisp. With this workflow, every time a new lead is added to Dynamics 365 CRM, the contact information will be sent to Crisp, ensuring that your communication with potential clients stays organized and up-to-date. Enhance your customer relationship management by implementing this seamless integration between Dynamics 365 CRM and Crisp.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    CrispCrisp
    Create/Update Contact

    Creates/Update a contact

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
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Related categories

  • Customer Support
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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