Microsoft Dynamics 365 CRM + Chatbot Integration

Q: Can I automatically create Microsoft Dynamics 365 CRM leads from Chatbot messages?

You can automatically create Microsoft Dynamics 365 CRM leads from incoming chat messages using a ready automation on Integrately or by building the exact flow with Integrately AI.

Q: Can I connect Chatbot, Microsoft Dynamics 365 CRM, and Slack?

You can connect Chatbot, Microsoft Dynamics 365 CRM, and Slack to trigger CRM records and notify your team instantly, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Chatbot and Microsoft Dynamics 365 CRM?

Integrately is a great alternative for connecting Chatbot and Microsoft Dynamics 365 CRM, offering 20 million+ ready automations and 24/5 live chat support.

Q: How does Chatbot handle message data during integration?

Chatbot captures incoming conversation data and triggers automated actions instantly, allowing you to start from a ready automation on Integrately.

Q: Can I update existing Microsoft Dynamics 365 CRM records from chat interactions?

You can update existing Microsoft Dynamics 365 CRM records when returning users interact with your bot by using a ready automation on Integrately.

Q: Is any coding required to automate Chatbot and Microsoft Dynamics 365 CRM?

No coding is required to connect Chatbot and Microsoft Dynamics 365 CRM when using ready templates and Integrately AI.

Q: Is the Chatbot and Microsoft Dynamics 365 CRM integration free?

The Chatbot and Microsoft Dynamics 365 CRM integration is available on Integrately with a free forever plan.

Integrate Chatbot to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture incoming messages, create new leads or contacts in your CRM, update your pipeline, and alert your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Message is received in Chatbot Instant

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM

Trusted by experts at...

Ready Workflows for Chatbot + Microsoft Dynamics 365 CRM Integration

Capture incoming messages, create new leads, update contacts, log support cases, and trigger follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Chatbot response

When someone completes your Chatbot, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Chatbot is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Chatbot - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.

Activate

When New message is received in Chatbot > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Chatbot + Microsoft Dynamics 365 CRM Integration

Activate

When New message is received in Chatbot > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Chatbot + Microsoft Dynamics 365 CRM Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatbot + Microsoft Dynamics 365 CRM flow

Send instant notifications, sync email marketing lists, manage support tickets, and update shared documents once your CRM records are created. Pick a combination and activate it in one click.

Microsoft Teams (4)

Zendesk (4)

Mailchimp (3)

Slack (4)

SharePoint (3)

Gmail (3)

Message is received in Chatbot, Create lead in Microsoft Dynamics 365 CRM, and send channel message in Microsoft Teams.

New Chatbot messages instantly create leads in Microsoft Dynamics 365 CRM and notify your sales team in Microsoft Teams without manual entry.

Message is received in Chatbot, Create contact in Microsoft Dynamics 365 CRM, and post channel message in Microsoft Teams.

Log new contact details from Chatbot conversations directly into Microsoft Dynamics 365 CRM while alerting Microsoft Teams.

Message is received in Chatbot, Create case in Microsoft Dynamics 365 CRM, and send chat message in Microsoft Teams.

Turn support queries from Chatbot into Microsoft Dynamics 365 CRM cases and notify support staff in Microsoft Teams.

Message is received in Chatbot, Update lead in Microsoft Dynamics 365 CRM, and alert channel in Microsoft Teams.

Update existing Microsoft Dynamics 365 CRM leads from Chatbot interactions and broadcast the update in Microsoft Teams.

Message is received in Chatbot, Create contact in Microsoft Dynamics 365 CRM, and create ticket in Zendesk.

Convert incoming Chatbot messages into Microsoft Dynamics 365 CRM contacts and open a support ticket in Zendesk.

Message is received in Chatbot, Create case in Microsoft Dynamics 365 CRM, and update ticket in Zendesk.

Synchronize Chatbot inquiries into Microsoft Dynamics 365 CRM cases while updating related Zendesk support tickets.

Message is received in Chatbot, Update contact in Microsoft Dynamics 365 CRM, and add comment to ticket in Zendesk.

Refresh Microsoft Dynamics 365 CRM contacts from Chatbot chats and append notes to active Zendesk tickets.

Message is received in Chatbot, Create lead in Microsoft Dynamics 365 CRM, and create user in Zendesk.

Turn Chatbot prospect interactions into Microsoft Dynamics 365 CRM leads and new user profiles in Zendesk.

Message is received in Chatbot, Create contact in Microsoft Dynamics 365 CRM, and add subscriber to list in Mailchimp.

Add Chatbot conversation participants to Microsoft Dynamics 365 CRM contacts and subscribe them to your Mailchimp audience.

Message is received in Chatbot, Create lead in Microsoft Dynamics 365 CRM, and update subscriber in Mailchimp.

Capture Chatbot leads in Microsoft Dynamics 365 CRM and keep your Mailchimp subscriber records current.

Message is received in Chatbot, Update contact in Microsoft Dynamics 365 CRM, and add tag to subscriber in Mailchimp.

Sync Chatbot engagement updates to Microsoft Dynamics 365 CRM contacts and apply specific tags in Mailchimp.

Message is received in Chatbot, Create lead in Microsoft Dynamics 365 CRM, and send channel message in Slack.

Create Microsoft Dynamics 365 CRM leads from Chatbot messages and broadcast instant notifications in Slack.

Message is received in Chatbot, Create contact in Microsoft Dynamics 365 CRM, and send direct message in Slack.

Log new Chatbot contacts in Microsoft Dynamics 365 CRM and send a direct alert to the assigned rep in Slack.

Message is received in Chatbot, Create case in Microsoft Dynamics 365 CRM, and post update in Slack.

Turn Chatbot support queries into Microsoft Dynamics 365 CRM cases and announce them in your Slack channel.

Message is received in Chatbot, Update lead in Microsoft Dynamics 365 CRM, and send notification in Slack.

Sync Chatbot interactions to Microsoft Dynamics 365 CRM leads and alert team channels in Slack.

Message is received in Chatbot, Create contact in Microsoft Dynamics 365 CRM, and create list item in SharePoint.

Save Chatbot contact details into Microsoft Dynamics 365 CRM and log a new record in your SharePoint list.

Message is received in Chatbot, Create lead in Microsoft Dynamics 365 CRM, and upload file to SharePoint.

Generate Microsoft Dynamics 365 CRM leads from Chatbot sessions and store attached documents in SharePoint.

Message is received in Chatbot, Create case in Microsoft Dynamics 365 CRM, and update list item in SharePoint.

Sync Chatbot support cases to Microsoft Dynamics 365 CRM and update tracking records in SharePoint.

Message is received in Chatbot, Create lead in Microsoft Dynamics 365 CRM, and send email in Gmail.

Create Microsoft Dynamics 365 CRM leads from Chatbot messages and dispatch welcome emails via Gmail.

Message is received in Chatbot, Create contact in Microsoft Dynamics 365 CRM, and send notification email in Gmail.

Log new Chatbot contacts in Microsoft Dynamics 365 CRM and email internal stakeholders using Gmail.

Message is received in Chatbot, Create case in Microsoft Dynamics 365 CRM, and send alert email in Gmail.

Turn Chatbot support issues into Microsoft Dynamics 365 CRM cases and send alert emails through Gmail.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Chatbot

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

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Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

Try it →

Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

Try it →

Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

Try it →

Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

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Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

Try it →

Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

Try it →

Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

Try it →

Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

Try it →

Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

Try it →

Chatbot Triggers & Actions

Instant

Message is received in Chatbot

Triggers the automation when a new message is received

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What can you automate with Chatbot + Microsoft Dynamics 365 CRM?

Streamline conversational lead capture and CRM synchronization with automated workflows designed for your business.

Get Started For Free

🚀

Convert chat messages into CRM leads automatically

Turn every incoming message from Chatbot into a new lead or contact inside Microsoft Dynamics 365 CRM instantly. Eliminate manual data entry and ensure no prospect falls through the cracks.

📋

Capture every submitted conversational field

Map all custom questions, answers, and contact details gathered during your Chatbot sessions directly into the corresponding Microsoft Dynamics 365 CRM fields.

🔔

Alert your team the moment a lead arrives

Notify your sales or support staff instantly in your preferred messaging app whenever a new lead or contact is created in Microsoft Dynamics 365 CRM from Chatbot.

🔀

Route records based on submitted criteria

Evaluate incoming Chatbot responses and perform different actions in Microsoft Dynamics 365 CRM depending on the specific answers or tier selected by the user.

🔄

Keep Microsoft Dynamics 365 CRM records up to date

Automatically update existing contact or lead information in Microsoft Dynamics 365 CRM whenever a returning visitor interacts with your Chatbot.

🔍

Prevent duplicate records with smart lookups

Search existing database records in Microsoft Dynamics 365 CRM before creating a new entry, ensuring clean data hygiene for every incoming chat submission.

🛠️

Log support cases from chat conversations

Automatically open a new support case in Microsoft Dynamics 365 CRM whenever a user reports an issue or requests help through your Chatbot widget.

🌐

Extend your workflow to team communication apps

Connect your Chatbot and Microsoft Dynamics 365 CRM pipeline with Microsoft Teams, Slack, or email tools to keep your entire organization aligned on every new prospect.

And much more...

Who is Chatbot + Microsoft Dynamics 365 CRM integration for?

Connecting Chatbot and Microsoft Dynamics 365 CRM eliminates manual data entry, ensuring sales and support teams act on accurate lead records instantly.

Sales Operations Managers

Customer Support Leads

Account Managers

Lead Generation Specialists

Sales Executives

CRM Administrators

📈

Sales Operations Managers

You rely on accurate CRM reports to forecast revenue, but chat leads sit unrecorded until manual exports happen, so your pipeline dashboards are always hours behind — this integration means every chat inquiry populates your CRM instantly and your metrics stay current.

⚡

Customer Support Leads

Your team needs to act fast on incoming customer queries, but chatbot messages get buried in chat logs before support cases are logged, so you find out about urgent issues too late — connecting these apps means every message creates a CRM case immediately.

🤝

Account Managers

Clients and stakeholders want to see prompt follow-up on every interaction, but manual handoffs between chat and CRM cause missed updates, so reporting progress becomes an uphill battle — automating both apps means your records reflect every engagement right away.

🔥

Lead Generation Specialists

High chat volumes make it impossible for staff to key in contact details by hand without introducing errors, so valuable prospect data gets lost in translation — with this integration, high inquiry volumes flow straight into your CRM without manual effort.

💼

Sales Executives

You depend on upstream chatbot qualification to hand over qualified prospects, but delays in record creation leave you waiting blindly for your next account — automating this workflow means new leads appear in your pipeline the second they convert.

🗂️

CRM Administrators

Maintaining a clean customer database requires consistent entry habits, but manual copy-pasting leaves major gaps in your historical audit trail — connecting these systems means every interaction is logged reliably with zero missing records.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Chatbot

Build and manage your Microsoft Dynamics 365 CRM + Chatbot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Chatbot with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

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24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Chatbot to Microsoft Dynamics 365 CRM?

You can connect Chatbot to Microsoft Dynamics 365 CRM in just one click using ready-made templates or by using Integrately AI to set up your workflow. You can also integrate apps like Slack, Zendesk, or Mailchimp.

Can I automatically create Microsoft Dynamics 365 CRM leads from Chatbot messages?

Can I connect Chatbot, Microsoft Dynamics 365 CRM, and Slack?

What is a good Zapier alternative for Chatbot and Microsoft Dynamics 365 CRM?

How does Chatbot handle message data during integration?

Can I update existing Microsoft Dynamics 365 CRM records from chat interactions?

Is any coding required to automate Chatbot and Microsoft Dynamics 365 CRM?

Is the Chatbot and Microsoft Dynamics 365 CRM integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Chatbot or Microsoft Dynamics 365 CRM With 1500+ Other Apps

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Microsoft Dynamics 365 CRM + Chatbot Integration

Integrate Chatbot to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture incoming messages, create new leads or contacts in your CRM, update your pipeline, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Chatbot + Microsoft Dynamics 365 CRM Integration

Capture incoming messages, create new leads, update contacts, log support cases, and trigger follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Chatbot response

When New message is received in Chatbot > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When New message is received in Chatbot > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatbot + Microsoft Dynamics 365 CRM flow

Send instant notifications, sync email marketing lists, manage support tickets, and update shared documents once your CRM records are created. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Chatbot

Mix and match to build the exact automation you need

What can you automate with Chatbot + Microsoft Dynamics 365 CRM?

Streamline conversational lead capture and CRM synchronization with automated workflows designed for your business.

Who is Chatbot + Microsoft Dynamics 365 CRM integration for?

Connecting Chatbot and Microsoft Dynamics 365 CRM eliminates manual data entry, ensuring sales and support teams act on accurate lead records instantly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Chatbot

Build and manage your Microsoft Dynamics 365 CRM + Chatbot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Chatbot or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Chatbot Integration

Integrate Chatbot to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture incoming messages, create new leads or contacts in your CRM, update your pipeline, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Chatbot + Microsoft Dynamics 365 CRM Integration

Capture incoming messages, create new leads, update contacts, log support cases, and trigger follow-ups, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Chatbot response

When New message is received in Chatbot > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When New message is received in Chatbot > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatbot + Microsoft Dynamics 365 CRM flow

Send instant notifications, sync email marketing lists, manage support tickets, and update shared documents once your CRM records are created. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Chatbot

Mix and match to build the exact automation you need

What can you automate with Chatbot + Microsoft Dynamics 365 CRM?

Streamline conversational lead capture and CRM synchronization with automated workflows designed for your business.

Who is Chatbot + Microsoft Dynamics 365 CRM integration for?

Connecting Chatbot and Microsoft Dynamics 365 CRM eliminates manual data entry, ensuring sales and support teams act on accurate lead records instantly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Chatbot

Build and manage your Microsoft Dynamics 365 CRM + Chatbot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Chatbot or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click