Send a WhatsApp message in TimelinesAI when Lead is updated in Microsoft Dynamics 365 CRM

In the dynamic realm of customer relationship management, keeping your finger on the pulse of every lead update can be the key to seizing opportunities and nurturing potential clients effectively. Imagine a world where these updates seamlessly trigger WhatsApp messages, ensuring instant engagement and timely responses. Well, the future is here, and in this blog post, we’re about to unveil the magic of WhatsApp and Microsoft Dynamics 365 CRM Integration Benefits by integrating Microsoft Dynamics 365 CRM with TimelinesAI.

Join us as we explore how you can effortlessly send WhatsApp messages through TimelinesAI whenever a lead is updated in your CRM system, revolutionizing your lead management and customer engagement processes. Get ready to embark on a journey towards enhanced productivity and responsiveness like never before!


1. Under “Choose a Trigger” click on the “When this happens…” dropdown button

WhatsApp and Microsoft Dynamics 365 integration

2. Type “Lead Updated”

Microsoft Dynamics 365 and WhatsApp integration

3. Click on “Lead Updated”

WhatsApp Microsoft Dynamics 365 integration

4. Under “Choose an Action” click on the “automatically do this!” dropdown button

Microsoft Dynamics 365 Whatsapp integration

5. Type “Send Message to New Chat”

Microsoft Dynamics 365 WhatsApp integration

6. Click on “Send Message to New Chat”

WhatsApp and ActiveCampaign integration

7. Click on Connect My Apps

ActiveCampaign and WhatsApp integration

8. Click on “Lead Updated in Microsoft Dynamics 365 CRM”

WhatsApp Microsoft Dynamics 365 integration

9. Click on “Sign in”

ActiveCampaign WhatsApp integration

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

WhatsApp and ActiveCampaign integration

11. Click on “Send Message to New Chat in TimelinesAI”

Microsoft Dynamics 365 WhatsApp integration

12. Click on “Sign in”

WhatsApp ActiveCampaign integration

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

Microsoft Dynamics 365 and WhatsApp integration

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

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