Integrations Lelapa AI Microsoft Dynamics CRM
Lelapa AI + Microsoft Dynamics CRM

Connect Lelapa AI and Microsoft Dynamics CRM to Build Intelligent Automations

Choose a Trigger

Lelapa AI

When this happens...

Choose an Action

Microsoft Dynamics CRM

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Triggers when new account is created

New Contact

New Contact

Triggers when new contact is created

New Case/Incident

New Case/Incident

Triggers when new case/incident created

New Invoice

New Invoice

Triggers when new invoice is created

New Lead

New Lead

Triggers when new lead is created

New Opportunity

New Opportunity

Triggers when new opportunity is craeted

Do thisActions

Action is the task that follows automatically within your Lelapa AI integrations.

Translate

Translate

Translate text from one language to another.

List all the batches

List all the batches

List all the batches that have been created.

Identify proper nouns

Identify proper nouns

Identify proper nouns (specific people, places, things) in a text.

Process Text

Process Text

Process Text and analyze behavior.

Create Knowledge Base

Create Knowledge Base

Create Knowledge Base.

Search Knowledgebase

Search Knowledgebase

Search a Knowledgebase by ID.

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Step by step guides to integrate Lelapa AI and Microsoft Dynamics CRM

Frequently Asked Questions

How do I start an integration between Lelapa AI and Microsoft Dynamics CRM?

To start, connect both your Lelapa AI and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Lelapa AI triggers actions in Microsoft Dynamics CRM (or vice versa).

Can we customize how data from Lelapa AI is recorded in Microsoft Dynamics CRM?

Absolutely. You can customize how Lelapa AI 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.

How often does the data sync between Lelapa AI and Microsoft Dynamics CRM?

The data sync between Lelapa AI and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Lelapa AI to Microsoft Dynamics CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Lelapa AI and Microsoft Dynamics CRM?

Yes, you can set conditional logic to control the flow of data between Lelapa AI 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.

Lelapa AI

About Lelapa AI

Lelapa is an AI-driven platform that leverages artificial intelligence to provide innovative solutions and tools for various applications. It focuses on enhancing productivity and efficiency through advanced AI technologies.

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Microsoft Dynamics CRM

About 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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