Create Freshservice ticket for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Freshservice Integration
Microsoft Dynamics 365 CRM + Freshservice Integration
Integrate Freshservice to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each ticket handled. Convert support requests to leads, update your CRM and service desk records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
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
Ticket is created in Freshservice- Ticket is updated in Freshservice
- Requester is created in Freshservice
- Requester is updated in Freshservice
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 ticket in Freshservice
- Create requester in Freshservice
- Get requester by ID in Freshservice
- Get agent by ID in Freshservice
- Get group by ID in Freshservice
Trusted by experts at...
Ready Workflows for Freshservice + Microsoft Dynamics 365 CRM Integration
Capture support tickets, convert them to CRM leads, update records, alert your support team, and schedule follow-ups, all in just one click.
Most popular automations
Create Microsoft Dynamics 365 CRM contact from new Freshservice ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Microsoft Dynamics 365 CRM. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Microsoft Dynamics 365 CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Microsoft Dynamics 365 CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
See moreUse this {{trigger.CustomerSupport}} - Microsoft Dynamics 365 CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Microsoft Dynamics 365 CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
Create Freshservice requester for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Freshservice Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Freshservice + Microsoft Dynamics 365 CRM flow
Route support data into your messaging, project management, and scheduling tools the moment a ticket opens or updates. Pick a combination and activate it in one click.
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Microsoft Teams (8)
Microsoft Teams (8) +
Jira Software Cloud (8)
Jira Software Cloud (8) +
HubSpot (8)
HubSpot (8) +
Slack (8)
Slack (8) +
Gmail (8)
Gmail (8) +
Calendly (8)
Calendly (8) F
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Create a Microsoft Dynamics 365 CRM lead from every new Freshservice ticket, and post the update in Microsoft Teams.
New Freshservice tickets instantly generate a Microsoft Dynamics 365 CRM lead while notifying your team in Microsoft Teams.
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Notify your support channel on Microsoft Teams when a new Freshservice ticket creates a Microsoft Dynamics 365 CRM case.
Keep your support staff informed in Microsoft Teams whenever a Freshservice ticket generates a Microsoft Dynamics 365 CRM case.
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When a Microsoft Dynamics 365 CRM case moves to resolution, update the Freshservice ticket and post the milestone in Microsoft Teams.
Resolve issues faster by syncing Microsoft Dynamics 365 CRM case statuses back to Freshservice and announcing updates in Microsoft Teams.
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Open a Microsoft Teams task for every Freshservice requester update linked to a Microsoft Dynamics 365 CRM contact.
Track requester profile changes from Freshservice in Microsoft Dynamics 365 CRM and alert your team on Microsoft Teams.
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If a Freshservice ticket priority is high, create a priority Microsoft Dynamics 365 CRM case and alert the escalation channel on Microsoft Teams.
Route urgent Freshservice tickets into high-priority Microsoft Dynamics 365 CRM cases and notify your escalation team in Microsoft Teams.
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When a Microsoft Dynamics 365 CRM opportunity closes, update the Freshservice ticket status and announce it on Microsoft Teams.
Align support workflows with closed sales opportunities by updating Freshservice and notifying Microsoft Teams.
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Use Claude to summarise every new Freshservice ticket, create a Microsoft Dynamics 365 CRM lead, and post the brief in Microsoft Teams.
Let Claude analyse new Freshservice tickets before generating a Microsoft Dynamics 365 CRM lead and notifying Microsoft Teams.
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Turn every resolved Freshservice ticket into a Jira task linked to Microsoft Dynamics 365 CRM, and notify your engineering team on Microsoft Teams.
Hand off resolved support items into Jira while logging updates in Microsoft Dynamics 365 CRM and notifying Microsoft Teams.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Freshservice
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 → Freshservice Triggers & Actions
Requester is created in Freshservice
Triggers the automation when a new requester is created
Try it → What can you automate with Freshservice + Microsoft Dynamics 365 CRM?
Streamline your IT service management and customer relationship workflows with powerful, automated actions across both platforms.
🔄
Sync new support tickets to CRM leads automatically
Transform every incoming Freshservice ticket into a structured Microsoft Dynamics 365 CRM lead the moment it is logged. Sales teams gain instant visibility into client inquiries without manual copying.
📋
Capture every submitted custom ticket field
Map all available Freshservice ticket attributes into separate Microsoft Dynamics 365 CRM fields instead of just basic contact info. Your CRM records become comprehensive sources for review.
🔔
Alert your team instantly when cases open
Trigger instant notifications in your messaging channels whenever a Freshservice ticket generates a Microsoft Dynamics 365 CRM case. Support and sales staff stay informed the second action is required.
🔀
Route records based on submitted ticket priority
Send urgent Freshservice tickets to priority Microsoft Dynamics 365 CRM queues while routing standard inquiries to regular workflows. Conditional automation ensures proper resource allocation.
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Keep CRM contact details updated in real time
Automatically update Microsoft Dynamics 365 CRM contact profiles whenever requester details are modified in Freshservice. Data consistency across your entire tech stack is maintained effortlessly.
🔍
Search and update existing records to prevent duplicates
Search for existing accounts in Microsoft Dynamics 365 CRM before creating new entries from Freshservice tickets. Your database remains clean and free of duplicate records.
✅
Close service loops when deals reach resolution
Resolve associated Freshservice tickets automatically whenever a Microsoft Dynamics 365 CRM opportunity is marked won. Administrative cleanup happens instantly without manual effort.
⚡
Extend workflows into team messaging apps
Connect your core Freshservice and Microsoft Dynamics 365 CRM flow to Slack or Microsoft Teams for instant team announcements and collaborative follow-up management.
And much more...
Who is Freshservice + Microsoft Dynamics 365 CRM integration for?
Operations and support leaders rely on seamless data synchronisation between Freshservice and Microsoft Dynamics 365 CRM to eliminate manual handoffs and keep customer records accurate.
IT Operations Directors
Sales Managers
Customer Success Leads
Support Team Leads
Account Executives
Service Quality Auditors
📈
IT Operations Directors
You're reporting on support metrics and ticket resolution times, but your CRM records only update when someone manually exports data, so the performance counts you're reviewing are always hours behind — with this integration, every support metric lands in your CRM instantly and your reporting stays current.
⚡
Sales Managers
You need to act fast when enterprise clients submit high-priority issues, but you find out about support tickets long after they open because service desks and CRM tools operate in silos — with this integration, every critical support request triggers an instant CRM notification so your sales reps can intervene immediately.
🤝
Customer Success Leads
You answer to key accounts that want to see visible progress on their open support cases, but compiling status reports by hand takes hours every week — with this integration, every ticket milestone syncs to your CRM automatically and your client updates generate themselves.
📊
Support Team Leads
The volume of inbound helpdesk tickets is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned requests — with this integration, every support inquiry converts into structured records instantly and your queue stays perfectly organised.
🔄
Account Executives
You own the commercial relationship and depend on support staff to hand over ticket escalations, but information gets lost in transit between departments — with this integration, every support escalation populates your CRM pipeline instantly and your handoffs become foolproof.
🗂️
Service Quality Auditors
You need a reliable audit history of every client interaction, but you keep finding gaps between your helpdesk logs and CRM contact histories — with this integration, every ticket update and contact change records itself across both platforms without exception.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Freshservice
Build and manage your Microsoft Dynamics 365 CRM + Freshservice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Freshservice with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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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 Freshservice to Microsoft Dynamics 365 CRM?
You can connect Freshservice to Microsoft Dynamics 365 CRM instantly using 1-click automation setup or Integrately AI. Pair them with tools like Slack, HubSpot, and Gmail to streamline your service and sales workflows.
Can I automatically create a Microsoft Dynamics 365 CRM lead when a new Freshservice ticket is created?
Can I connect Freshservice, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Freshservice and Microsoft Dynamics 365 CRM?
How does Freshservice handle ticket and requester data during synchronisation?
Can Microsoft Dynamics 365 CRM case updates sync back to Freshservice tickets?
Do I need coding skills to automate Freshservice and Microsoft Dynamics 365 CRM?
Is the Freshservice and Microsoft Dynamics 365 CRM integration free?
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