New messages in Bot Help — Updating deals in Microsoft Dynamics CRM

The scenario catches new messages in Bot Help and updates deals in Microsoft Dynamics CRM. Runs on its own, no manual copying.

  • What matters from messages in Bot Help is reflected in the deal in Microsoft Dynamics CRM right away.
  • The deal runs on the full picture, not on scraps.
  • You don't edit deals from chat by hand.

How it works

To keep Bot Help and Microsoft Dynamics CRM in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: Schedule
  2. Then: Slack
  3. Then: Microsoft Dynamics Crm

You can launch this Bot Help + Microsoft Dynamics CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.