Microsoft Dynamics 365 CRM integration with Guestmeter
How to Send surveys via Guestmeter to new contacts in Microsoft Dynamics 365 CRM
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 "Send surveys via Guestmeter to new contacts in Microsoft Dynamics 365 CRM" 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 Guestmeter integrations
Guestmeter actions
Nekton can use any feature that is available in Guestmeter API.
Using our advanced AI, you can easily create custom automations for Guestmeter.
Here are some typical actions you can do in your automated workflows.
Send Survey
Sends a SMS or Email Survey to guest.
Get Guest
Gets a Guest with a specific guestID
About Guestmeter
Guestmeter is a hotel reputation management tool to boost your positive reviews.