CONSENSUS integration with Microsoft Dynamics 365 CRM
How to Create contacts in Microsoft Dynamics 365 CRM from new demos watched in CONSENSUS
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create contacts in Microsoft Dynamics 365 CRM from new demos watched in CONSENSUS" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CONSENSUS integrations
CONSENSUS actions
Nekton can use any feature that is available in CONSENSUS API.
Using our advanced AI, you can easily create custom automations for CONSENSUS.
Here are some typical actions you can do in your automated workflows.
Demo Watched
Triggers when a demo is watched from Sales Accelerator.
New Lead
Triggers when a new lead is collected in Consensus.
About CONSENSUS
Consensus uses interactive video demos to provide a personalized demo experience on-demand, branching, summarizing, and expounding according to the responses of each prospect.