Microsoft Dynamics 365 CRM + Kayako Integration

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.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Kayako
    Conversation is created in Kayako
  • Kayako
    User is created in Kayako
  • Kayako
    Tag is added to organization in Kayako
  • Kayako
    Tag is added to conversation in Kayako
  • Kayako
    Tag is added to user in Kayako
  • Kayako
    Organization is created in Kayako
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Kayako
    Create conversation via Email in Kayako
  • Kayako
    Update conversation in Kayako
  • Kayako
    Create conversation with a private note in Kayako
  • Kayako
    Search conversation in Kayako
  • Kayako
    Create user in Kayako
  • Kayako
    Search user in Kayako
  • Kayako
    Update user in Kayako
  • Kayako
    Create organization in Kayako
  • Kayako
    Update organization in Kayako
  • Kayako
    Search organization in Kayako
  • Kayako
    Add private note to conversation in Kayako
  • Kayako
    Add tags to conversation in Kayako
  • Kayako
    Add tags to organization in Kayako
  • Kayako
    Add tags to user in Kayako

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Ready Workflows Ready Workflows for Kayako + Microsoft Dynamics 365 CRM Integration

Capture new support users, create matching CRM contacts, keep accounts updated, alert your team, and streamline follow-ups, all in just one click.

Most popular automationmost-popular-automations
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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.

Microsoft Dynamics 365 CRM
Kayako
+
SlackSlack (5)
+
Jira Software CloudJira Software Cloud (5)
+
HubSpotHubSpot (5)
+
Microsoft OutlookMicrosoft Outlook (5)
+
ZendeskZendesk (5)
+
StripeStripe (5)
K
M
S
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.
M
K
S
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.
M
K
S
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.
K
M
S
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.
K
M
S
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.

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
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
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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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
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Kayako
Kayako Triggers & Actions
Conversation is created in Kayako
Triggers the automation when a new conversation is created
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User is created in Kayako
Triggers the automation when a new user is created
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Tag is added to organization in Kayako
Triggers the automation when a tag is added
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Tag is added to conversation in Kayako
Triggers the automation when a tag is added
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Tag is added to user in Kayako
Triggers the automation when a tag is added
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Organization is created in Kayako
Triggers the automation when a new organization is created
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Create conversation via Email in Kayako
Sends emails to start conversations with recipients
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Update conversation in Kayako
Updates the ongoing conversation with new information or updates
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Create conversation with a private note in Kayako
Creates a private note during a conversation with a contact
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Search conversation in Kayako
Searches for keywords within a conversation
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Create user in Kayako
Generates a new user account
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Search user in Kayako
Searches for a user
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Update user in Kayako
Updates user information
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Create organization in Kayako
Generates a new invoice
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Update organization in Kayako
Updates organization information
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Search organization in Kayako
Finds and retrieves information about a organization
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Add private note to conversation in Kayako
Adds a private note to a conversation
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Add tags to conversation in Kayako
Categorize conversations by adding relevant tags
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Add tags to organization in Kayako
Adds tags to an organization for better categorization and organization
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Add tags to user in Kayako
Assigns tags to a user based on particular criteria
Try it →

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

Streamline your customer support and CRM operations with powerful, automated workflows.

What you can automate?
🔄
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.
📋
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.
🔔
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.
🔀
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.
✏️
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.
🔍
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.
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.
🌐
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
Support Operations Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Customer Success Leads
Customer Success Leads
Operations Specialists
Operations Specialists
Quality Assurance Officers
Quality Assurance Officers
📈
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.
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.
🤝
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.
📊
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.
🔄
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.
🛡️
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

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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
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
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
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
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
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
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?

How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Kayako to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Kayako, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kayako and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Kayako handle user and organization data during automation?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM cases when Kayako tickets change?
Frequently Asked Questions
Do I need coding skills to automate Kayako and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Kayako and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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You Can Also Connect Kayako or Microsoft Dynamics 365 CRM With 1500+ Other Apps

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Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Sync Microsoft Dynamics 365 CRM with sales tools, analytics platforms, and billing software to keep business operations unified.