Connect LiveAgent and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use LiveAgent and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is added.
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
New Lead
Triggers when new lead is created
Do thisActions
Action is the task that follows automatically within your LiveAgent integrations.
List Customers
Get details of all customers.
List Conversations
Get details of all conversations.
Add New Customer
Add new customer in LiveAgent.
Add Customer to Group
Add a customer to an existing group.
Remove Customer From Group
Removes customer form a particular group.
List Companies
Retrieve list of companies
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Step by step guides to integrate LiveAgent and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your LiveAgent and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how LiveAgent 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 LiveAgent 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 LiveAgent 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 LiveAgent
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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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