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Quickly connect Microsoft Dynamics 365 CRM to Trustpilot with a Zapier template.
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Frequently Asked Questions about Microsoft Dynamics 365 CRM + Trustpilot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Trustpilot
What kind of data can be synchronized between Microsoft Dynamics 365 CRM and Trustpilot?
We can synchronize customer contact details, feedback, and review statuses from Trustpilot to Microsoft Dynamics 365 CRM. This includes transferring specific triggers like new reviews and actions such as updating customer records.
How do I set up triggers for sending data from Microsoft Dynamics 365 CRM to Trustpilot?
You can set up triggers in our platform that activate when certain conditions are met within Microsoft Dynamics 365 CRM. For example, you might trigger a prompt to send a review invitation to customers after updating their purchase status.
Do I need technical skills to integrate Microsoft Dynamics 365 CRM with Trustpilot using your platform?
No, you do not need technical skills to integrate these systems using our platform. We provide a user-friendly interface with predefined templates for common triggers and actions.
Can I automate responses to new reviews on Trustpilot in my CRM?
Yes, you can automate the process of generating responses in your CRM when new reviews appear on Trustpilot. By setting up appropriate actions, responses can be prepared or updated automatically within Microsoft Dynamics 365 CRM.
What happens if there is an error during synchronization between both platforms?
If any errors occur during the synchronization process, we offer detailed error logs that help troubleshoot and resolve the issue. The system also offers alerts for quick intervention.
Is it possible to segment customers based on their Trustpilot reviews within Microsoft Dynamics 365 CRM?
Yes, you can create segments based on review sentiments or scores by using specific actions that filter and organize customer data accordingly in Microsoft Dynamics 365 CRM.
How often is the data synchronized between Microsoft Dynamics 365 CRM and Trustpilot?
Data synchronization can be configured based on your preferences, ranging from real-time updates triggered by immediate events to scheduled synchronizations at set intervals.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.