In today’s fast-paced business landscape, staying connected with your customers and keeping your team informed about crucial updates is paramount. With the integration of Microsoft Dynamics 365 CRM and TimelinesAI, you can now experience an Efficient CRM with WhatsApp Integration like never before. In this blog post, we’ll explore how to seamlessly send WhatsApp messages through TimelinesAI whenever a contact is updated in your Dynamics 365 CRM system. This powerful combination of tools not only enhances your customer relationship management but also ensures that your team is always in the loop, providing a more efficient and responsive approach to customer engagement. Let’s dive into the world of effortless communication and productivity!
1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button
2. Type “Contact Updated”
3. Click on Contact Updated
4. Under “Choose an Action”, click on the “Automatically do this!” dropdown button
5. Type “Send message to new chat”
6. Click on “Send Message to New Chat”
7. Click on the “Connect My Apps” button
8. Click on “Contact Updated in Microsoft Dynamics 365 CRM”
9. Click on “Sign in”
10. A new window will open allowing you to enter your Dynamics Domain
11. Click on “Send Message to New Chat in TimelinesAI”
12. Click on “Sign in”
13. A new window will open allowing you to enter your Token
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