Microsoft Dynamics 365 CRM integration with Ratecard
How to Ask for feedback via Ratecard after contacts are added 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 "Ask for feedback via Ratecard after contacts are added 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 Ratecard integrations
Ratecard actions
Nekton can use any feature that is available in Ratecard API.
Using our advanced AI, you can easily create custom automations for Ratecard.
Here are some typical actions you can do in your automated workflows.
Create or Update Contact
Creates a new contact or updates an existing contact.
New Feedback
Triggers when new feedback is received for a form. Note: If the feedback requires verification before publishing, this will trigger after it's been verified.
About Ratecard
Ratecard is the online feedback and reputation management tool that helps you to collect feedback and reviews on autopilot.