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Get Started FreeTriggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when a new alert is added.
Triggers when a new mention comes through for the specified alert
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Creates a new alert
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when a new alert is added.
Triggers when a new mention comes through for the specified alert
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Creates a new alert
Choose Microsoft Dynamics CRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Mention as the action app from the list.
Connect your Mention account & authenticate it.
Select the data you want to send from Microsoft Dynamics CRM to Mention & your AI Agent is ready!
New Contact
Create Alert
New Account
Create Alert
New Case
Create Alert
New Invoice
Create Alert
New Lead
Create Alert
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Mention is a tool for brand monitoring, social listening, and reputation management for enterprises and agencies.
The integration between Microsoft Dynamics CRM and Mention is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Microsoft Dynamics CRM with Mention, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Microsoft Dynamics CRM-Mention integration:
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