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Aggregate Customer Interactions with Dynamics 365

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.

When a Support Ticket Created
Solution
1. Trigger on New Support Ticket

Initiate when a new support ticket is created.

Fetch Email Campaign Data
Solution
2. Retrieve Email Campaign Interactions

Get email campaign interaction data from Mailchimp.

Update Customer Journey Map
Solution
3. Aggregate Data in Dynamics 365

Combine interaction data into customer journey maps.

Update Dashboard
Solution
4. Update Real-Time Dashboards

Reflect updated data in real-time dashboards.

- Repeat -

Automation Benefits

Key Benefits

Leverage the advantages of automated data aggregation for your organization.

Improved Decision-Making

Make informed decisions with complete customer insights.

Time Savings

Eliminate manual data collection and entry tasks.

Enhanced Customer Service

Respond to customer needs faster and more accurately.

Refined Marketing Strategies

Tailor marketing efforts based on real-time data.

Streamlined Sales Processes

Boost sales productivity with updated customer data.

Boosted Customer Engagement

Engage customers with timely and relevant interactions.

Features

Core Features

Discover the key features that make this automation a game-changer for your business.

  • 1
    Seamless Data Aggregation

    Combine customer data from various channels effortlessly.

  • 2
    Real-Time Updates

    Ensure your dashboards and maps are always up-to-date.

  • 3
    Comprehensive Customer Insights

    Gain a holistic view of customer interactions across channels.

Feature

Outcomes

Transformative Outcomes

Experience the significant impact this automation can have on your business.

85%
Enhanced Customer Satisfaction
40%
Increased Sales Efficiency
30%
Improved Marketing ROI

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FAQ

FAQs

Find answers to common questions about this automation solution.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

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

Build Fee + Maintenance Fee
from 300$/month

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

Recurring
from $600/month

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