Integrate Kayako to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync new users, update records, create leads, and track customer support activity automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Kayako + Microsoft Dynamics 365 CRM flow
Extend your support and CRM pipelines with messaging, ticketing, and billing tools. Pick a combination and activate it in one click.
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Slack (5)
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Jira Software Cloud (5)
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HubSpot (5)
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Microsoft Outlook (5)
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Zendesk (5)
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Stripe (5)
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Add every new Kayako user to Microsoft Dynamics 365 CRM, and notify your support channel in Slack.
New Kayako users appear in Microsoft Dynamics 365 CRM instantly while Slack alerts your support channel, keeping your customer records current without manual copying.
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Create a Kayako conversation when a Microsoft Dynamics 365 CRM case is created, and post an update in Slack.
Support teams learn about new Microsoft Dynamics 365 CRM cases immediately in Kayako with Slack notifications, preventing dropped customer inquiries.
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When a Microsoft Dynamics 365 CRM contact is updated, update the matching Kayako user and notify your team in Slack.
Contact updates in Microsoft Dynamics 365 CRM reflect in Kayako automatically with Slack notifications, keeping profile data aligned across platforms.
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If an organization is created in Kayako, create an account in Microsoft Dynamics 365 CRM and alert your sales team in Slack.
New Kayako organizations generate matching accounts in Microsoft Dynamics 365 CRM instantly, with Slack alerting the sales team for quick outreach.
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Use Claude to analyse new Kayako conversations, create a Microsoft Dynamics 365 CRM lead, and post the summary in Slack.
Claude evaluates incoming Kayako conversations to generate Microsoft Dynamics 365 CRM leads, posting summaries to Slack for immediate review.
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When a Kayako conversation is created, create a Microsoft Dynamics 365 CRM contact and open a Jira Software Cloud issue.
Support inquiries in Kayako create CRM contacts and Jira Software Cloud issues simultaneously, linking customer data with engineering tasks.
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When a Microsoft Dynamics 365 CRM case is created, update the Kayako user and create a Jira Software Cloud task.
Cases in Microsoft Dynamics 365 CRM update Kayako users and generate Jira Software Cloud tasks, streamlining technical issue handoffs.
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When a Kayako user is created, create a Microsoft Dynamics 365 CRM lead and open an onboarding issue in Jira Software Cloud.
New Kayako users establish Microsoft Dynamics 365 CRM leads and Jira Software Cloud onboarding tasks automatically.
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When a Microsoft Dynamics 365 CRM opportunity is created, search the Kayako user and create a Jira Software Cloud project task.
New opportunities in Microsoft Dynamics 365 CRM locate Kayako users and open Jira Software Cloud project tasks for delivery teams.
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Use ChatGPT to categorize Kayako support tickets, update the Microsoft Dynamics 365 CRM case, and create a Jira Software Cloud bug.
ChatGPT categorizes Kayako tickets, updates Microsoft Dynamics 365 CRM cases, and creates Jira Software Cloud bug reports automatically.
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When a Kayako user is created, create a Microsoft Dynamics 365 CRM contact and log a contact in HubSpot.
New Kayako users populate both Microsoft Dynamics 365 CRM and HubSpot simultaneously, keeping marketing and sales databases unified.
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When a Microsoft Dynamics 365 CRM lead is created, create a Kayako user and update the contact in HubSpot.
New Microsoft Dynamics 365 CRM leads establish Kayako user profiles and update HubSpot contact records automatically.
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When a Kayako organization is created, create a Microsoft Dynamics 365 CRM account and a company in HubSpot.
Kayako organizations generate matching accounts in Microsoft Dynamics 365 CRM and companies in HubSpot instantly.
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When a Microsoft Dynamics 365 CRM opportunity is updated, update the Kayako organization and create a deal in HubSpot.
Opportunity changes in Microsoft Dynamics 365 CRM update Kayako organizations and log deals in HubSpot automatically.
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Use Gemini to summarize Kayako conversations, update Microsoft Dynamics 365 CRM cases, and log notes in HubSpot.
Gemini analyzes Kayako support threads, updates Microsoft Dynamics 365 CRM cases, and adds detailed notes to HubSpot contacts.
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When a Kayako user is created, create a Microsoft Dynamics 365 CRM contact and send a welcome email via Microsoft Outlook.
New Kayako users create Microsoft Dynamics 365 CRM contacts and receive automated welcome emails through Microsoft Outlook.
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When a Microsoft Dynamics 365 CRM case is created, update the Kayako conversation and send an email notification via Microsoft Outlook.
New Microsoft Dynamics 365 CRM cases update Kayako conversations and dispatch notification emails via Microsoft Outlook.
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When a Kayako organization is created, create a Microsoft Dynamics 365 CRM account and schedule a follow-up in Microsoft Outlook.
New Kayako organizations establish Microsoft Dynamics 365 CRM accounts and calendar reminders in Microsoft Outlook automatically.
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When a Microsoft Dynamics 365 CRM lead is updated, search the Kayako user and send a status update via Microsoft Outlook.
Lead updates in Microsoft Dynamics 365 CRM locate Kayako users and trigger status update emails through Microsoft Outlook.
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Use Perplexity to research Kayako inquiries, update Microsoft Dynamics 365 CRM contacts, and send briefings via Microsoft Outlook.
Perplexity researches Kayako support inquiries, updates Microsoft Dynamics 365 CRM contacts, and emails executive briefings via Microsoft Outlook.
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When a Kayako conversation is created, create a Microsoft Dynamics 365 CRM contact and open a Zendesk support ticket.
Support conversations in Kayako generate Microsoft Dynamics 365 CRM contacts and synchronized tickets in Zendesk instantly.
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When a Microsoft Dynamics 365 CRM case is created, update the Kayako user and create a Zendesk support ticket.
New Microsoft Dynamics 365 CRM cases update Kayako user profiles and open secondary support tickets in Zendesk automatically.
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When a Kayako user is created, create a Microsoft Dynamics 365 CRM lead and create a user profile in Zendesk.
New Kayako users establish Microsoft Dynamics 365 CRM leads and mirrored user records in Zendesk automatically.
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When a Microsoft Dynamics 365 CRM account is updated, update the Kayako organization and search tickets in Zendesk.
Account updates in Microsoft Dynamics 365 CRM revise Kayako organizations and search related tickets in Zendesk.
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Use Claude to evaluate Kayako sentiment, update Microsoft Dynamics 365 CRM cases, and create priority Zendesk tickets.
Claude assesses Kayako ticket sentiment, updates Microsoft Dynamics 365 CRM cases, and creates priority tickets in Zendesk.
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When a Kayako user is created, create a Microsoft Dynamics 365 CRM contact and create a customer in Stripe.
New Kayako support users generate Microsoft Dynamics 365 CRM contacts and Stripe billing customer profiles automatically.
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When a Microsoft Dynamics 365 CRM sales order is created, update the Kayako user and create an invoice in Stripe.
New Microsoft Dynamics 365 CRM sales orders update Kayako user profiles and generate invoices in Stripe automatically.
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When a Kayako organization is created, create a Microsoft Dynamics 365 CRM account and a Stripe billing customer.
Kayako organizations establish Microsoft Dynamics 365 CRM accounts and Stripe customer profiles in one automated flow.
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When a Microsoft Dynamics 365 CRM account is updated, search the Kayako user and retrieve Stripe customer details.
Account changes in Microsoft Dynamics 365 CRM locate Kayako users and pull customer billing data from Stripe.
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Use Gemini to parse Kayako billing inquiries, update Microsoft Dynamics 365 CRM cases, and create Stripe payment links.
Gemini analyzes Kayako billing questions, updates Microsoft Dynamics 365 CRM cases, and generates Stripe payment links automatically.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Kayako
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
Sync Kayako users to Microsoft Dynamics 365 CRM contacts
Automatically create a Microsoft Dynamics 365 CRM contact whenever a new user registers in Kayako. Eliminate manual data entry and keep your customer database perfectly aligned.
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Capture every submitted organization and custom field
Map detailed Kayako organization properties directly into Microsoft Dynamics 365 CRM account fields. Ensure your sales team has full context on every incoming client.
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Notify your team on Slack the moment cases arrive
Alert your support or sales channel instantly in Slack whenever a new case or conversation is created. Speed up response times and prevent missed inquiries.
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Route records based on submitted tag values
Apply conditional logic to route VIP or enterprise inquiries to priority queues in Microsoft Dynamics 365 CRM while standard requests follow normal workflows.
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Keep Microsoft Dynamics 365 CRM updated when Kayako profiles change
Automatically update existing Microsoft Dynamics 365 CRM contacts and accounts whenever user details or organization tags change in Kayako.
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Search and update existing records to prevent duplicates
Automatically search for existing contacts and accounts in Microsoft Dynamics 365 CRM before creating new entries, keeping your database clean and duplicate-free.
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Handle status changes when support cases resolve
Trigger automated CRM updates and notifications whenever a Kayako conversation is updated or resolved, maintaining accurate case timelines.
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Extend your workflow to Slack, HubSpot, and Stripe
Connect your core Kayako and Microsoft Dynamics 365 CRM flow with supporting apps like Slack or HubSpot to trigger multi-step team notifications and billing updates.
And much more...
Who is Kayako + Microsoft Dynamics 365 CRM integration for?
Connecting Kayako to Microsoft Dynamics 365 CRM eliminates manual data entry, ensuring support and sales teams share unified customer records without delays.
Support Operations Managers
Sales Representatives
Account Managers
Customer Success Leads
Operations Specialists
Quality Assurance Officers
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Support Operations Managers
You're reviewing ticket resolution metrics in Kayako while sales tracks pipeline health in Microsoft Dynamics 365 CRM, but disconnected records mean your reports never reflect true customer engagement — this integration means every support interaction updates your CRM records instantly and your dashboards stay accurate.
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Sales Representatives
You rely on timely customer insights from Kayako support tickets to close deals in Microsoft Dynamics 365 CRM, but manual handoffs mean you find out about client issues days after they occur — automating both apps means every support conversation creates CRM entries instantly and you can act before opportunities go cold.
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Account Managers
You report on client health to executive stakeholders who demand up-to-date activity logs, but hunting for data across Kayako and Microsoft Dynamics 365 CRM wastes hours before every review meeting — with this integration, customer conversations and account records sync automatically so your progress updates write themselves.
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Customer Success Leads
Your support volume in Kayako is too high for your team to manually copy customer details into Microsoft Dynamics 365 CRM, leading to missing contact histories and frustrated clients — this integration means every new user and ticket populates your CRM records without manual entry.
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Operations Specialists
You depend on support agents to create accurate Microsoft Dynamics 365 CRM entries whenever new Kayako conversations start, but manual data entry gaps leave your pipeline incomplete — connecting these apps means every conversation and user triggers automated record creation across your stack.
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Quality Assurance Officers
You need a complete audit history of every client interaction across support and CRM tools, but fragmented systems leave blind spots in your compliance records — automating both apps means every conversation and contact update logs reliably without missing details.
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Kayako
Build and manage your Microsoft Dynamics 365 CRM + Kayako automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Kayako with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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 do I connect Kayako to Microsoft Dynamics 365 CRM?
You can connect Kayako to Microsoft Dynamics 365 CRM instantly using ready-made workflows on Integrately. With 1-click setup and Integrately AI, you can link your support and CRM platforms without writing code.
Can I automatically create a Microsoft Dynamics 365 CRM contact when a Kayako user is created?
Can I connect Kayako, Microsoft Dynamics 365 CRM, and Slack?
You can connect Kayako, Microsoft Dynamics 365 CRM, and Slack to sync records across your CRM while notifying your team in Slack, along with 1,500+ other apps.
What is a good Zapier alternative for Kayako and Microsoft Dynamics 365 CRM?
How does Kayako handle user and organization data during automation?
Kayako triggers workflows whenever users or organizations are created or updated, allowing you to sync information instantly with your CRM records.
Can I update Microsoft Dynamics 365 CRM cases when Kayako tickets change?
You can update Microsoft Dynamics 365 CRM cases automatically whenever conversations or notes are updated in Kayako, keeping your service pipelines aligned.
Do I need coding skills to automate Kayako and Microsoft Dynamics 365 CRM?
Is the Kayako and Microsoft Dynamics 365 CRM integration free?
You can start automating Kayako and Microsoft Dynamics 365 CRM with a free forever plan on Integrately, giving you instant access to essential workflow templates.
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