Microsoft Dynamics 365 CRM + 2Chat Integration

Connect Microsoft Dynamics 365 CRM to 2Chat in 1 click

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Microsoft Dynamics 365 CRM + 2Chat Integration

Create 2Chat contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - 2Chat integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an 2Chat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Dynamics 365 CRM + 2Chat Integration

Send 2Chat message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through 2Chat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - 2Chat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Microsoft Dynamics 365 CRM + 2Chat Integration
1.
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • 2Chat
    Whatsapp message is send or recieved in 2Chat Instant
  • 2Chat
    Whatsapp message is recieved in 2Chat Instant
  • 2Chat
    Whatsapp conversation is started in 2Chat Instant
  • 2Chat
    Participant is joined whatsapp group in 2Chat Instant
  • 2Chat
    Participant is left whatsapp group in 2Chat Instant
  • 2Chat
    Participant is removed from whatsapp group in 2Chat Instant
  • 2Chat
    Whatsapp group message is received in 2Chat Instant
  • 2Chat
    Whatsapp call is received in 2Chat Instant
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • 2Chat
    Send whatsapp media message in 2Chat
  • 2Chat
    Create contact in 2Chat
  • 2Chat
    Create whatsapp business product in 2Chat
  • 2Chat
    Verify if the phone number has a whatsapp account in 2Chat
  • 2Chat
    Send whatsapp group media message in 2Chat
  • 2Chat
    Send whatsapp group text message in 2Chat
  • 2Chat
    Send whatsapp text message in 2Chat
  • 2Chat
    Set whatsapp profile picture in 2Chat
  • 2Chat
    Search whatsapp business products in 2Chat
  • 2Chat
    Update whatsapp business product in 2Chat
  • 2Chat
    Set whatsapp status in 2Chat
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