Microsoft Dynamics 365 CRM and Live Chat
Integration via Zapier
Create or add new Microsoft Dynamics leads and contacts when a live chat is completed or when you receive an offline message.
How this Live Chat Integration Works
The Microsoft Dynamics 365 CRM Live Chat integration allows you to get more out of your Microsoft Teams Live Chat and Dynamics by automatically adding new leads and contacts you receive through your Teams Live Chat directly into Microsoft Dynamics CRM. Microsoft Dynamics 365 is a combination of both Enterprise Resource Planning (ERP) software and Customer Relationship Management (CRM) software.
What you can automate with Microsoft Dynamics 365 CRM
Create a new Microsoft Dynamics 365 contact automatically when a visitor leaves their email or phone in chat.
Attach the full chat transcript to the Microsoft Dynamics 365 record so your reps open the conversation already knowing the context.
Log the page the visitor was on and where they came from, so you can see what they were reading before they reached out.
Create a case from an offline message so support picks it up the next morning.
How to connect Microsoft Dynamics 365 CRM
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1
Sign in to Social Intents, open Integrations, and copy your REST API Token from the Zapier tab.
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2
In Zapier, search for Social Intents and connect it using that token as the API key.
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3
Choose a trigger: a completed chat, a missed chat, an offline message, or a new lead.
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Choose Microsoft Dynamics 365 CRM as the action app and authorise your Microsoft Dynamics 365 CRM account.
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5
Map the chat fields you want to keep, such as visitor name, email, phone, and the full transcript.
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6
Turn the Zap on. New chats start flowing into Microsoft Dynamics 365 CRM automatically.
Social Intents and Microsoft Dynamics 365 CRM
Social Intents
We're Social Intents. We offer a live chat application that integrates natively with Microsoft Teams, Slack, Google, and Webex so you can talk to website visitors, offer great customer support, and sell more right from the tools you already use at your company.
Microsoft Dynamics 365 CRM
Dynamics 365 is a set of interconnected, modular Software-as-a-Service (SaaS) applications and services designed to both transform and enable your core customers, employees, and business activities. It combines CRM and ERP capabilities.
How Businesses use Social Intents for Live Chat
Provide Incredible Customer Support
Offer real-time customer support directly from Microsoft Teams, Slack, Gmail or our web-based chat console. Use the tools you already have to provide customer service to your visitors.
Close More Online Sales
Engage potential customers when they need your help, and enhance your team with AI Chatbots trained on your business data.
Have More Engaging Conversations
Bring all customer communications into Slack or Microsoft Teams. Respond to inquiries quickly without having to switch between apps, increase customer satisfaction, and build strong customer relationships.
Don't just take our word for it
"Social Intents powered our COVID-19 Success Story. Our college was given less than a week's notice that we needed to close our campuses. Within a week, we had more than 110 staff trained and answering hundreds of student's questions every day."
Joshua S. - Education Management
"Perfect solution, easy to integrate and best online support I've ever had! A solution that covers basic to completely custom."
James H. - Marketing and Advertising
"Rapid setup and ease of deployment. It uses Microsoft Teams which we already used so staff were able to hit the ground running."
Russell L. - Web Developer
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