Microsoft Dynamics 365 CRM + Landbot Integration

Integrate Landbot to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture conversational responses, create CRM leads, alert your sales team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Landbot
    Response is received in Landbot Instant
  • Landbot
    Customer is created in Landbot
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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
  • Landbot
    Send text in Landbot
  • Landbot
    Send image in Landbot
  • Landbot
    Assign customer to agent in Landbot
  • Landbot
    Search Customer in Landbot
  • Landbot
    Search Channel in Landbot
  • Landbot
    Send location in Landbot

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

Capture conversational responses, create CRM leads, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Landbot + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Landbot response

When someone completes your Landbot, 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 Landbot is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Landbot - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Landbot + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Landbot customer

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and Landbot customer can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your Landbot + Microsoft Dynamics 365 CRM flow

Connect supporting tools to route inquiries, notify team members, and sync data across your entire stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Landbot
+
Microsoft OutlookMicrosoft Outlook (8)
+
MailchimpMailchimp (8)
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HubSpotHubSpot (8)
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CalendlyCalendly (8)
+
SlackSlack (8)
+
WhatsAppWhatsApp (8)
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Create a Microsoft Dynamics 365 CRM lead when a customer is created in Landbot, and send an email in Microsoft Outlook
New Landbot customers are added to Microsoft Dynamics 365 CRM as leads instantly while Microsoft Outlook notifies your team, eliminating manual data entry.
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Send an email in Microsoft Outlook when a response is received in Landbot, and update the lead in Microsoft Dynamics 365 CRM
Landbot responses trigger prompt Microsoft Outlook emails and update Microsoft Dynamics 365 CRM records so nothing slips through.
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When a contact is updated in Microsoft Dynamics 365 CRM, search the customer in Landbot and send an email in Microsoft Outlook
Updated CRM contact details trigger Landbot searches and dispatch confirmation emails through Microsoft Outlook.
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Create a contact in Microsoft Dynamics 365 CRM for every customer created in Landbot, and email the summary via Microsoft Outlook
Every new Landbot customer becomes a Microsoft Dynamics 365 CRM contact while Microsoft Outlook emails the summary.
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If a Landbot response indicates a high priority, create an urgent lead in Microsoft Dynamics 365 CRM and email management in Microsoft Outlook
High-intent chatbot replies create priority Microsoft Dynamics 365 CRM leads and alert managers using Microsoft Outlook.
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When a Microsoft Dynamics 365 CRM case is updated, send a text in Landbot and notify the account manager in Microsoft Outlook
Case updates in Microsoft Dynamics 365 CRM trigger Landbot text alerts and send status emails via Microsoft Outlook.
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Use Claude to summarise every Landbot response, create a lead in Microsoft Dynamics 365 CRM, and email the brief in Microsoft Outlook
Claude parses Landbot feedback to populate Microsoft Dynamics 365 CRM leads and email structured briefs via Microsoft Outlook.
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Turn every new Landbot customer into a Microsoft Dynamics 365 CRM lead, create a task in Asana, and email the team in Microsoft Outlook
New Landbot customers create Microsoft Dynamics 365 CRM leads, generate Asana tasks, and trigger notification emails in Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Landbot

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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Landbot
Landbot Triggers & Actions
Instant
Response is received in Landbot
Triggers the automation when a response is submitted
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Customer is created in Landbot
Triggers the automation when a new customer is created
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Send text in Landbot
Sends a reply
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Send image in Landbot
Sends an image to a recipient
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Assign customer to agent in Landbot
Assigns incoming customer inquiries to a agent
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Search Customer in Landbot
Locates and retrieves customer information
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Search Channel in Landbot
Searches for a channel
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Send location in Landbot
Sends the current location to a contact
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What can you automate with Landbot + Microsoft Dynamics 365 CRM?

Streamline your conversational data collection and enterprise CRM updates with ready-to-run automation workflows.

What you can automate?
🎯
Create CRM leads from chat responses
Automatically generate a new lead in Microsoft Dynamics 365 CRM the moment a customer completes your Landbot conversation, eliminating manual data entry entirely.
📝
Capture every submitted chat field
Map all collected user responses and custom fields directly into your Microsoft Dynamics 365 CRM lead profile instead of just capturing basic names and email addresses.
🔔
Alert your sales team instantly
Notify your team on Slack or via email the exact second a high-value customer finishes interacting with your chatbot, ensuring rapid response times.
🔀
Route records based on submitted answers
Create priority leads for enterprise respondents and standard leads for general inquiries by routing chat submissions according to specific answers given.
🔄
Keep CRM records up to date
Automatically update existing contact profiles and opportunity stages in Microsoft Dynamics 365 CRM whenever a user updates their information in chat.
🔍
Search and update instead of duplicating
Search for existing customer records before creating new entries, ensuring your CRM database remains clean and free of duplicate accounts.
📋
Handle case status changes automatically
Synchronize support case updates between your chat platform and CRM system to keep clients informed as their service tickets progress.
💬
Extend workflows to messaging tools
Connect your core automation flow with WhatsApp or Microsoft Outlook to send automated follow-up messages and internal notifications seamlessly.
And much more...

Who is Landbot + Microsoft Dynamics 365 CRM integration for?

Connecting conversational chatbots to enterprise customer relationship data helps revenue teams, marketers, and support managers capture pipeline records without manual data entry errors.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Operations managers
Operations managers
Customer success leads
Customer success leads
Account executives
Account executives
CRM administrators
CRM administrators
📈
Performance marketers
You're running conversational ad campaigns but your CRM tracking records only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new customer lands in the CRM instantly and your pipeline stays current.
Sales representatives
You need to act fast on inbound prospect inquiries, but chatbot responses sit unread in separate messaging tools until someone checks them by hand, leading to missed deals — automating both apps means every chat submission creates a CRM lead the moment it arrives so you can reach out first.
📊
Operations managers
You answer to executive stakeholders who want to see daily pipeline metrics, but manual data transfers between chat builders and enterprise databases leave frustrating reporting gaps — connecting these apps means all customer interactions flow directly into official records without manual copy-pasting.
🔄
Customer success leads
The volume of chatbot support inquiries is too high for anyone to keep up with by hand, causing response times to stall and client frustration to rise — automating both apps means support interactions create structured case records automatically so nothing gets lost in transit.
🤝
Account executives
You own the sales closing stage and depend on marketing teams to hand over qualified prospect details from chat widgets before you can schedule demos — this integration means every qualified chat submission populates your CRM pipeline instantly so you can start pitching without delay.
🗂️
CRM administrators
You need a reliable customer history in your enterprise database, but manual data entry keeps introducing duplicate contacts and incomplete profile fields — with this integration, standardized chat data populates clean CRM records every single time.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Landbot

Build and manage your Microsoft Dynamics 365 CRM + Landbot 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 + Landbot 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?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Landbot to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Landbot to Microsoft Dynamics 365 CRM in one click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build custom workflows linking your chat builder with Microsoft Outlook, HubSpot, Slack, and 1,500+ other apps.
Can I automatically create Microsoft Dynamics 365 CRM leads from Landbot chat submissions?
Frequently Asked Questions
Can I connect Landbot, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Landbot and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Landbot data sync with Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM contact records from chat responses?
Frequently Asked Questions
Do I need coding skills to integrate Landbot and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Landbot and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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You Can Also Connect Landbot or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Landbot
Popular Landbot Integrations
Connect Landbot to messaging, survey, and marketing platforms to capture and engage conversational leads across channels.
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Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Sync Microsoft Dynamics 365 CRM with ERP, project management, and analytics tools to keep enterprise business data working across your stack.