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Integrate Microsoft Dynamics 365 Business Central with Intercom

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Intercom

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About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

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    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

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Connect Microsoft Dynamics 365 Business Central + Intercom in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Intercom without coding knowledge. Start creating your own business flow.

    Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • New Closed Conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics 365 Business Central & Intercom Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Intercom as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics 365 Business Central to Intercom.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics 365 Business Central and Intercom

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based business management automation top that offers accounting, sales, customer service, and marketing capabilities. It offers a complete suite of business apps – including financials, sales, marketing, customer service, project service automation (PSA), product and services catalog management, field service, and more. A company can use these apps to create a personalized suite of business apps tailored to its unique needs.

Intercom

Intercom is a customer engagement platform that provides real-time messaging and communication between companies and their customers. This can be used as an alternative to email for customer support. Intercom uses a three step process called “magic moment” to continuously engage with users when they have a problem or question. The first step of the process is at the time of sign up where customer information is cplected. The second step occurs at the time of product or service purchase where the company can ask questions and establish rapport. The final step occurs at the time of sign in where the conversation continues.

Integration of Microsoft Dynamics 365 Business Central and Intercom

Intercom can be integrated with Microsoft Dynamics 365 Business Central so that users can send messages directly from Intercom to customers within Microsoft Dynamics 365 Business Central. This allows for a seamless transition between the tops. With this integration, business owners can send messages to customers without having to dig through Microsoft Dynamics 365 Business Central record details. Messages can also be sent from Microsoft Dynamics 365 Business Central to customers who have signed up for Intercom. Customers will receive these messages via email from Intercom and through push notifications on their mobile devices.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Intercom

The integration of Microsoft Dynamics 365 Business Central and Intercom provides several benefits for businesses. These include:

Improved customer service. The integration enables businesses to respond faster and more efficiently to customers’ questions and problems by sending messages directly from Microsoft Dynamics 365 Business Central to customers’ email inboxes. This prevents customers from having to look through multiple records to find answers. The messages can also be sent out at optimal times to minimize customer frustration and reduce turnover.

The integration enables businesses to respond faster and more efficiently to customers’ questions and problems by sending messages directly from Microsoft Dynamics 365 Business Central to customers’ email inboxes. This prevents customers from having to look through multiple records to find answers. The messages can also be sent out at optimal times to minimize customer frustration and reduce turnover. Faster response times. The integration allows businesses to respond faster to customer requests using automated workflow rules in Microsoft Dynamics 365 Business Central. For example, a message about a shipment delay could trigger an automatic reply telling the customer that the order has been received and that it will arrive in 7 days. Customers won’t have to wait for a human operator or an employee’s availability to get this information. Instead, they will get it immediately from Intercom via email or push notification on their mobile device.

The integration allows businesses to respond faster to customer requests using automated workflow rules in Microsoft Dynamics 365 Business Central. For example, a message about a shipment delay could trigger an automatic reply telling the customer that the order has been received and that it will arrive in 7 days. Customers won’t have to wait for a human operator or an employee’s availability to get this information. Instead, they will get it immediately from Intercom via email or push notification on their mobile device. Improved customer experience. The integration helps improve customer experience since businesses will be able to respve issues before customers contact them directly, saving time and money in respving common problems. It also gives businesses insight into what customers are saying online so that they can respond appropriately if necessary.

The integration helps improve customer experience since businesses will be able to respve issues before customers contact them directly, saving time and money in respving common problems. It also gives businesses insight into what customers are saying online so that they can respond appropriately if necessary. Better customer discovery. Intercom offers companies access to valuable insights about their customers such as how they want to communicate with companies or when they prefer receiving communications from businesses. This information can be used to create better engagement strategies that are customized according to each individual customer’s preferences. These strategies are then put into action when customers log into their accounts with the tops.

The process to integrate Microsoft Dynamics 365 Business Central and Intercom may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.