Welcome to this exciting guide that bridges the realms of customer relationship management and modern communication tools. In today’s fast-paced business environment, connecting with potential leads and managing customer interactions efficiently is paramount. Microsoft Dynamics 365 CRM has long been a powerhouse for tracking and nurturing leads, while WhatsApp has become a ubiquitous channel for instant communication. In this blog post, we’ll explore the dynamic synergy between these two technologies, showing you how to harness the power of TimelinesAI to seamlessly create new leads in Microsoft Dynamics 365 CRM whenever a new WhatsApp chat is received.
By the end of this tutorial, you’ll be equipped with the knowledge and tools to supercharge your lead generation and customer engagement processes. Let’s embark on this journey of integration and automation to elevate your CRM game!
1. Click on When this happens…
2. Type “New Incoming Chat”
3. Click on automatically do this!
4. Click on New Incoming Chat
5. Type “Create Lead”
6. Click on Create Lead
7. Click on Connect My Apps
8. Click on Open New Incoming Chat in TimelinesAI
9. Click on Sign in
10. A new window will open allowing you to enter your Token for your TimelinesAI Account
11. Click on Open Create Lead in Microsoft Dynamics 365 CRM
12. Click on Sign in
13. A new window will open allowing you to enter your Dynamics Domain
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