Create a new Lead in Microsoft Dynamics 365 CRM when new WhatsApp chat received in TimelinesAI

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 Synchronize WhatsApp Conversations with Dynamics 365 CRM using the power of TimelinesAI.

By seamlessly creating new leads in Microsoft Dynamics 365 CRM whenever a new WhatsApp chat is received, 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…

WhatsApp and Microsoft Dynamics 365 integration

2. Type “New Incoming Chat”

 Microsoft Dynamics 365 and WhatsApp integration

3. Click on automatically do this!

WhatsApp  Microsoft Dynamics 365 integration

4. Click on New Incoming Chat

Microsoft Dynamics 365 WhatsApp integration

5. Type “Create Lead”

WhatsApp and Microsoft Dynamics 365 integration

6. Click on Create Lead

Microsoft Dynamics 365 and WhatsApp integration

7. Click on Connect My Apps

WhatsApp  Microsoft Dynamics 365 integration

8. Click on Open New Incoming Chat in TimelinesAI

Microsoft Dynamics 365 WhatsApp integration

9. Click on Sign in

Microsoft Dynamics 365 and WhatsApp integration

10. A new window will open allowing you to enter your Token for your TimelinesAI Account

WhatsApp  Microsoft Dynamics 365 integration

11. Click on Open Create Lead in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 WhatsApp integration

12. Click on Sign in

WhatsApp and Microsoft Dynamics 365 integration

13. A new window will open allowing you to enter your Dynamics Domain

Microsoft Dynamics 365 and WhatsApp integration


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Omnichannel Automation Platform

TimelinesAI helps businesses with multiple individual numbers gain 360° visibility & boost performance on WhatsApp.

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