Microsoft Dynamics 365 CRM + Freshchat Integration
Integrate Freshchat to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each message handled. Create leads, update accounts, log conversations, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Microsoft Dynamics 365 CRM- Sales order is created 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 created in Freshchat Instant- Conversation is resolved in Freshchat Instant
- Conversation is reopen in Freshchat Instant
- Agent is available in conversation in Freshchat Instant
2.
- 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
- Create a conversation in Freshchat
- Create user in Freshchat
- Get user by ID in Freshchat
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Freshchat Integration
Capture messages, organise user records, keep CRM data updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Freshchat + Microsoft Dynamics 365 CRM flow
Connect your core customer service and CRM data to messaging, email, and productivity tools to streamline your entire pipeline. Pick a combination and activate it in one click.
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Salesforce (8)
Salesforce (8) +
Slack (8)
Slack (8) +
Mailchimp (8)
Mailchimp (8) +
Microsoft Outlook (8)
Microsoft Outlook (8) +
Twilio (8)
Twilio (8) +
Google Sheets (8)
Google Sheets (8) F
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Add every new Freshchat message to Microsoft Dynamics 365 CRM as a lead, and create a contact in Salesforce
New Freshchat messages instantly create leads in Microsoft Dynamics 365 CRM and contacts in Salesforce, eliminating manual data entry across platforms.
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When a Microsoft Dynamics 365 CRM contact is created, look up the Freshchat user and create a task in Salesforce
New Microsoft Dynamics 365 CRM contacts retrieve Freshchat user details and create immediate follow-up tasks in Salesforce.
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When a Microsoft Dynamics 365 CRM case is updated, update the case in Microsoft Dynamics 365 CRM and update the contact in Salesforce
Case updates in Microsoft Dynamics 365 CRM automatically propagate changes to corresponding contact records in Salesforce.
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When a Microsoft Dynamics 365 CRM lead is created, search for existing leads and create a record in Salesforce
New Microsoft Dynamics 365 CRM leads trigger a duplicate search before creating a synchronized record in Salesforce.
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If a Freshchat message arrives from a VIP user, create a lead in Microsoft Dynamics 365 CRM and create a priority account in Salesforce
VIP Freshchat messages generate priority leads in Microsoft Dynamics 365 CRM and high-value accounts in Salesforce.
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When a Microsoft Dynamics 365 CRM opportunity is updated, update the account in Microsoft Dynamics 365 CRM and update the contact in Salesforce
Opportunity shifts in Microsoft Dynamics 365 CRM update associated accounts and synchronize contact details in Salesforce.
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Use ChatGPT to summarise every Freshchat message, create a lead in Microsoft Dynamics 365 CRM, and create a task in Salesforce
ChatGPT analyses Freshchat messages to generate summaries, create Microsoft Dynamics 365 CRM leads, and log follow-up tasks in Salesforce.
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When a Freshchat message is received, create a Microsoft Dynamics 365 CRM lead, create a Salesforce contact, and send a notification email in Gmail
Freshchat messages automatically spawn leads in Microsoft Dynamics 365 CRM, contacts in Salesforce, and alert emails in Gmail.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Freshchat
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
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
Try it → 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 → Freshchat Triggers & Actions
Instant
Message is created in Freshchat
Triggers the automation when a new message is created
Try it → Instant
Conversation is resolved in Freshchat
Triggers the automation when any conversation is marked as completed
Try it → Instant
Conversation is reopen in Freshchat
Triggers the automation when a closed conversation is re-opened
Try it → Instant
Agent is available in conversation in Freshchat
Triggers the automation when any agent joins a conversation
Try it → What can you automate with Freshchat + Microsoft Dynamics 365 CRM?
Streamline your customer service and CRM operations with powerful, automated workflows that eliminate manual data entry.
🔄
Create CRM leads from chat messages
Instantly convert every incoming customer message in Freshchat into a qualified lead in Microsoft Dynamics 365 CRM. Eliminate manual copy-pasting and ensure zero prospect inquiries fall through the cracks.
📋
Capture every submitted chat detail
Map all available Freshchat custom fields and user metadata directly into corresponding Microsoft Dynamics 365 CRM fields. Your database maintains complete customer context for every interaction.
🔔
Alert your team instantly
Trigger instant notifications in your team communication channels the moment a high-priority customer message or support ticket arrives. Ensure rapid response times across your entire organization.
🔀
Route records based on message content
Evaluate incoming Freshchat messages and route leads to different Microsoft Dynamics 365 CRM pipeline stages or sales reps based on specific keywords, tiers, or user attributes.
🔄
Keep CRM records updated automatically
Synchronize status changes, contact updates, and case modifications between Freshchat and Microsoft Dynamics 365 CRM in real time. Maintain absolute data consistency across all platforms.
🔍
Prevent duplicate records intelligently
Search existing database entries before creating new leads or contacts in Microsoft Dynamics 365 CRM. Update existing profiles when returning users initiate new Freshchat conversations.
⚡
Handle later case status changes
Automatically update CRM records, notify account managers, and adjust pipeline stages whenever a Freshchat conversation is resolved, reopened, or escalated.
🔌
Extend your workflow to Slack
Connect your Freshchat and Microsoft Dynamics 365 CRM core flow with Slack to broadcast instant alerts and maintain cross-functional team awareness on every deal.
And much more...
Who is Freshchat + Microsoft Dynamics 365 CRM integration for?
Connecting Freshchat and Microsoft Dynamics 365 CRM eliminates manual administrative work across customer service and sales pipelines, keeping data accurate and actionable for every department.
Performance marketers
Support leads
Account managers
Sales reps
Operations specialists
Compliance officers
📈
Performance marketers
You're running campaigns across multiple channels but your tracking sheet only updates when someone manually exports chat data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the CRM instantly and your data stays current.
⚡
Support leads
You manage incoming customer inquiries in Freshchat but find out about high-priority enterprise requests too late to meet your SLAs, leaving key prospects waiting hours for an initial response — this integration means every urgent message creates a lead instantly and alerts your team without delay.
🤝
Account managers
You answer to clients who want to see immediate progress on their support tickets and CRM records, but status updates remain trapped in separate chat logs — automating both apps means client profiles update automatically and progress is visible across every review.
📊
Sales reps
The volume of inbound chat messages is too high for anyone to keep up by hand, resulting in missed lead follow-ups and unrecorded prospect interactions — this integration means every conversation spawns a CRM lead instantly and your pipeline never misses a prospect.
⚙️
Operations specialists
You own the downstream sales process and depend on customer service reps to manually hand over chat details before you can start work, causing frustrating handoff delays — automating both apps means lead data flows seamlessly from service to sales without manual intervention.
🛡️
Compliance officers
You need a reliable, unblemished history of customer interactions for auditing purposes, but keep finding gaps where chat logs were never transferred to the CRM — with this integration, every conversation and record is synchronized reliably and your audit trail remains complete.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Freshchat
Build and manage your Microsoft Dynamics 365 CRM + Freshchat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Freshchat 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
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
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.
How Integrately Works?
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Frequently Asked Questions
How do I connect Freshchat to Microsoft Dynamics 365 CRM?
You can connect Freshchat to Microsoft Dynamics 365 CRM instantly using 1-click automations on Integrately or by describing your workflow to Integrately AI. Combine them with Slack, Google Sheets, or Mailchimp to streamline your workflow in minutes.
Can I automatically create Microsoft Dynamics 365 CRM leads from Freshchat messages?
Can I connect Freshchat, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Freshchat and Microsoft Dynamics 365 CRM?
How does Freshchat data synchronize with Microsoft Dynamics 365 CRM?
Can I update Microsoft Dynamics 365 CRM cases when Freshchat conversations change?
Do I need coding skills to automate Freshchat and Microsoft Dynamics 365 CRM?
Is the Freshchat and Microsoft Dynamics 365 CRM integration free?
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