Connect Cliengo and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer/Contact
New/Updated Customer
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Cliengo and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
New/Updated Customer
Triggers when a new customer is created or updated
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
Do thisActions
Action is the task that follows automatically within your Cliengo integrations.
Create Customer
creates a new customer
Search Agent
Search a agent
Search Customer
Search a customer
List Account
List all account
List Account Payments
List all account payments
List Account Plan
List all account plan.
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Step by step guides to integrate Cliengo and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Cliengo and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cliengo and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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