Microsoft Dynamics 365 CRM + Helpwise Integration

Connect Microsoft Dynamics 365 CRM to Helpwise in 1 click

Integrate Microsoft Dynamics 365 CRM + Helpwise For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Microsoft Dynamics 365 CRM + Helpwise Workflows

most-popular-automations
Microsoft Dynamics 365 CRM + Helpwise Integration

Send Helpwise email for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a email through Helpwise 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 - Helpwise 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!
See more
Activate
  • 1of1

Create Your Own Microsoft Dynamics 365 CRM & Helpwise Integration Without Any Code

Create Custom Workflow
Microsoft Dynamics 365 CRM + Helpwise 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
  • Helpwise
    Tag is applied in conversation in Helpwise Instant
  • Helpwise
    Conversation is created in Helpwise Instant
  • Helpwise
    Conversation is assigned in Helpwise Instant
  • Helpwise
    Note is added in conversation in Helpwise Instant
  • Helpwise
    Conversation is re-opened in Helpwise Instant
  • Helpwise
    Conversation is closed in Helpwise Instant
  • Helpwise
    Conversation is deleted in Helpwise Instant
  • Helpwise
    Reply from customer in Helpwise Instant
  • Helpwise
    Reply from agent in Helpwise 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
  • Helpwise
    Send email in Helpwise
  • Helpwise
    Send WhatsApp message in Helpwise
  • Helpwise
    Add comment in Helpwise
  • Helpwise
    Search thread in Helpwise
  • Helpwise
    Search thread by ID in Helpwise
  • Helpwise
    Send SMS in Helpwise
  • Helpwise
    Search contacts in Helpwise
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Microsoft Dynamics 365 CRM & Helpwise In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Helpwise With 1200+ Other Apps

undefined Integrations

Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.

See Microsoft Dynamics 365 CRM Integrations
undefined Integrations

Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.

See Helpwise Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Microsoft Dynamics 365 CRM + Helpwise Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support