Microsoft Dynamics 365 CRM + Superchat Integration

Integrate Microsoft Dynamics 365 CRM to Superchat in one click, or tell Integrately AI how you want each lead handled. Sync new leads instantly, create contacts in Superchat, update your CRM records, and trigger automated follow-up messages.

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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
  • Superchat
    Contact is created in Superchat Instant
  • Superchat
    Contact is updated in Superchat Instant
  • Superchat
    Inbound message is created in Superchat Instant
  • Superchat
    Outbound message is created in Superchat Instant
  • Superchat
    Note is created in Superchat Instant
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
  • Superchat
    Create contact in Superchat
  • Superchat
    Get conversation by id in Superchat
  • Superchat
    Get contact by id in Superchat
  • Superchat
    Update contact in Superchat
  • Superchat
    Search contact in Superchat
  • Superchat
    Update conversation status in Superchat
  • Superchat
    Add contact to contact list in Superchat
  • Superchat
    Create note in Superchat

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

Create Superchat contacts from new leads, update account records, sync incoming messages, and route customer conversations, all in just one click.

Most popular automationmost-popular-automations
Superchat + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Superchat contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Superchat - Microsoft Dynamics 365 CRM integration, anytime a new Superchat contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Dynamics 365 CRM + Superchat Integration

Create Superchat contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Superchat integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Superchat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Microsoft Dynamics 365 CRM + Superchat flow

Automatically alert your team, sync marketing lists, and log customer interactions across your entire business stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Superchat
+
Microsoft OutlookMicrosoft Outlook (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
Microsoft TeamsMicrosoft Teams (4)
+
StripeStripe (4)
+
CalendlyCalendly (4)
M
S
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Create a Superchat contact when a Microsoft Dynamics 365 CRM lead is created, and send a welcome email in Microsoft Outlook.
Every new Microsoft Dynamics 365 CRM lead creates a Superchat contact and triggers a welcome email in Microsoft Outlook instantly.
S
M
M
When a Superchat contact is created, update the lead in Microsoft Dynamics 365 CRM and notify your team in Microsoft Outlook.
New Superchat contacts update your Microsoft Dynamics 365 CRM lead records and send an instant notification email in Microsoft Outlook.
S
M
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When an inbound message is created in Superchat, update the contact in Microsoft Dynamics 365 CRM and send a summary in Microsoft Outlook.
Inbound Superchat messages update your Microsoft Dynamics 365 CRM contact records and email a summary via Microsoft Outlook.
S
M
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Use Gemini to summarise incoming Superchat messages, update the lead in Microsoft Dynamics 365 CRM, and email the brief in Microsoft Outlook.
Gemini summarises incoming Superchat messages before updating your Microsoft Dynamics 365 CRM lead and emailing a brief via Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Superchat

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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Superchat
Superchat Triggers & Actions
Instant
Contact is created in Superchat
Triggers the automation when a new contact is created
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Instant
Contact is updated in Superchat
Triggers the automation when a contact is updated
Try it →
Instant
Inbound message is created in Superchat
Triggers the automation when a new message is received
Try it →
Instant
Outbound message is created in Superchat
Triggers the automation when a new outbound message is created
Try it →
Instant
Note is created in Superchat
Triggers the automation when a new note is created
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Create contact in Superchat
Adds a new contact to the database
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Get conversation by id in Superchat
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Get contact by id in Superchat
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Update contact in Superchat
Updates contact information with new details
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Search contact in Superchat
Finds and retrieves contact information
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Update conversation status in Superchat
Updates the status of a conversation based on particular criteria
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Add contact to contact list in Superchat
Adds a new contact to the contact list
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Create note in Superchat
Creates a new note in the particular format
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What can you automate with Microsoft Dynamics 365 CRM + Superchat?

Streamline your customer communications and CRM updates by automating repetitive data syncs between Microsoft Dynamics 365 CRM and Superchat.

What you can automate?
🔄
Sync leads and contacts instantly
Automatically create a contact in Superchat whenever a new lead is created in Microsoft Dynamics 365 CRM, ensuring seamless data flow across platforms.
📝
Capture every submitted field
Map all available contact details and custom fields from Microsoft Dynamics 365 CRM straight into Superchat profiles without missing any information.
🔔
Alert your team immediately
Notify your team members the moment a new customer message or lead arrives, allowing for rapid engagement and follow-up.
🔀
Route records based on submitted data
Trigger different actions or update specific lists depending on the exact tier or category submitted by the user in your CRM.
✏️
Keep records updated as data changes
Automatically update contact information and conversation statuses in Superchat whenever corresponding records change in Microsoft Dynamics 365 CRM.
🔍
Search and update instead of duplicating
Search for existing contacts before creating new entries, preventing duplicate records from cluttering your Superchat and CRM databases.
📊
Handle later status changes smoothly
Manage conversation status updates, closed deals, and completed interactions across both applications without manual intervention.
🌐
Extend your workflow to external apps
Connect your core Microsoft Dynamics 365 CRM and Superchat flow with tools like HubSpot or Microsoft Teams to expand your operational capabilities.
And much more...

Who is Microsoft Dynamics 365 CRM + Superchat integration for?

Connecting Microsoft Dynamics 365 CRM and Superchat eliminates manual data entry, helping customer-facing teams respond instantly, keep records updated, and streamline communications.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Support team supervisors
Support team supervisors
Sales representatives
Sales representatives
Operations specialists
Operations specialists
📈
Performance marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports lead lists, so the metrics you're optimising against are always a few hours behind — with this integration, every new lead lands in your system instantly and your data stays current.
Customer support leads
You manage high-priority inquiries in Microsoft Dynamics 365 CRM but find out about customer messages too late because notifications are siloed, leading to delayed response times — automating both apps means every inbound message is surfaced immediately and your team responds without delay.
📋
Account managers
You report on client progress and deal milestones to stakeholders, but manual record-keeping results in gaps and outdated summaries — connecting these apps means every client update is captured automatically and your reports reflect real-time pipeline status.
💬
Support team supervisors
Your messaging volume is too high for anyone to keep up by hand, resulting in missed chats and untracked customer conversations — with this integration, every contact and message is synced instantly so your team stays on top of ticket queues.
🤝
Sales representatives
You own the next step in the sales cycle and depend on someone upstream to hand over lead details before you can reach out, causing friction in your outreach — automating this workflow means new leads are assigned instantly and you can follow up without waiting.
🗂️
Operations specialists
You need a reliable history of customer interactions across your systems, but manual data entry leaves frequent gaps in your CRM records — with this integration, every contact creation and message update is logged precisely so your history remains complete.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Superchat

Build and manage your Microsoft Dynamics 365 CRM + Superchat 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 + Superchat 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Superchat?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Superchat easily using 1-click automation setup or Integrately AI. With platforms like Microsoft Outlook, HubSpot, and Slack also supported, you can automate your workflows in minutes without writing any code.
Can I automatically create Superchat contacts from Microsoft Dynamics 365 CRM leads?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Superchat, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Superchat?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead data during integration?
Frequently Asked Questions
Can I update Superchat contacts when lead information changes?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Superchat?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Superchat integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Superchat With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
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Superchat
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Integrate Superchat with messaging platforms, marketing tools, and ticketing software to unify your customer communication channels.
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Superchat Integrations arrow right
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