Microsoft Dynamics 365 CRM + WIIVO Integration

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Microsoft Dynamics 365 CRM + WIIVO Integration

Create WIIVO 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 - WIIVO integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an WIIVO 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 + WIIVO Integration

Send WIIVO 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 WIIVO 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 - WIIVO 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 + WIIVO 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
  • WIIVO
    Message received from WhatsApp in WIIVO Instant
  • WIIVO
    Message sent to WhatsApp in WIIVO Instant
  • WIIVO
    Message is read from WhatsApp in WIIVO 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
  • WIIVO
    Send WhatsApp group message in WIIVO
  • WIIVO
    Send video via WhatsApp in WIIVO
  • WIIVO
    Send WhatsApp message in WIIVO
  • WIIVO
    Search WhatsApp message in WIIVO
  • WIIVO
    Update WhatsApp message in WIIVO
  • WIIVO
    Send image via WhatsApp in WIIVO
  • WIIVO
    Send documents/audio via WhatsApp in WIIVO
  • WIIVO
    Send scheduled WhatsApp message in WIIVO
  • WIIVO
    Send scheduled WhatsApp message to group in WIIVO
  • WIIVO
    Send location coordinates via WhatsApp in WIIVO
  • WIIVO
    Send location address via WhatsApp in WIIVO
  • WIIVO
    Create new internal contact (chat only) in WIIVO
  • WIIVO
    Search contact in WIIVO
  • WIIVO
    Update internal contact (chat only) in WIIVO
  • WIIVO
    Create user in WIIVO
  • WIIVO
    Create WhatsApp group chat in WIIVO
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