When new comment on request in Pendo Feedback, sync it to Microsoft Dynamics 365 CRM.

When a new comment is posted on a request in Pendo Feedback, update customer records in Microsoft Dynamics 365 CRM.

Try:

See all Pendo Feedback + Microsoft Dynamics 365 integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Pendo Feedback Explore Pendo Feedback →

Triggers

New task created

Fires when a new task, job or item is created in Pendo Feedback.

Task completed

Fires when a task in Pendo Feedback is marked complete.

Due date approaching

Fires when a task's due date in Pendo Feedback is coming up.

Status changed

Fires when a task, job or project changes status in Pendo Feedback.

Actions

Create task

Creates a new task, job or item in Pendo Feedback.

Update task

Updates a task's status or assignee in Pendo Feedback.

Add comment

Posts a comment on a task in Pendo Feedback.

Assign task

Assigns a task in Pendo Feedback to a team member.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

Triggers

New contact or lead

Fires when a new contact or lead is added to Microsoft Dynamics 365.

Contact updated

Fires when a field on a contact changes in Microsoft Dynamics 365.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.

Deal won

Fires when a deal is marked won in Microsoft Dynamics 365.

Actions

Create or update contact

Creates or updates a contact in Microsoft Dynamics 365.

Create deal

Creates a new deal in Microsoft Dynamics 365.

Update record stage

Moves a deal or record to a new stage in Microsoft Dynamics 365.

Log activity

Logs a call, email, or note against a record in Microsoft Dynamics 365.

Generate project tasks when deals are won When a deal is won in Microsoft Dynamics 365, automatically create a project task in Pendo Feedback to kick off client onboarding. See details

Update CRM deal stages when project tasks complete When a milestone task is completed in Pendo Feedback, automatically update the deal stage in Microsoft Dynamics 365 to keep sales reps informed. See details

Log activity in CRM when task comments are added When a comment is added to a client task in Pendo Feedback, automatically log the activity in Microsoft Dynamics 365 on the customer record. See details

See all Pendo Feedback + Microsoft Dynamics 365 integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “When new comment on request in Pendo Feedback, sync it to Microsoft Dynamics 365 CRM.” between Pendo Feedback and Microsoft Dynamics 365?

Yes — describe it in the box above and Knit's Integrations Agent researches Pendo Feedback and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Pendo Feedback and Microsoft Dynamics 365 help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Microsoft Dynamics 365 automatically spin up project tasks?

Yes, when a deal is won or changes stages in Microsoft Dynamics 365, you can instantly create initial project tasks in Pendo Feedback.