Streamline your customer journey mapping by integrating Microsoft Dynamics 365 with platforms like Zendesk and Mailchimp. Automate data aggregation for real-time visibility, helping you refine strategies and enhance business performance.
Initiate when a new support ticket is created.
Get email campaign interaction data from Mailchimp.
Combine interaction data into customer journey maps.
Reflect updated data in real-time dashboards.
- Repeat -
Automation Benefits
Leverage the advantages of automated data aggregation for your organization.
Make informed decisions with complete customer insights.
Eliminate manual data collection and entry tasks.
Respond to customer needs faster and more accurately.
Tailor marketing efforts based on real-time data.
Boost sales productivity with updated customer data.
Engage customers with timely and relevant interactions.
Discover the key features that make this automation a game-changer for your business.
Combine customer data from various channels effortlessly.
Ensure your dashboards and maps are always up-to-date.
Gain a holistic view of customer interactions across channels.
Outcomes
Experience the significant impact this automation can have on your business.
More Automation Use Cases
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
Ask me anything and watch how I respond.
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.
Find answers to common questions about this automation solution.
We Might Have Solved Your Problems Already
See how you can improve your work process even more by leveraging AI and Automation.
Pricing Plans
Choose a plan that's suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required