Create Trengo ticket for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Trengo Integration
Microsoft Dynamics 365 CRM + Trengo Integration
Integrate Microsoft Dynamics 365 CRM to Trengo in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create support tickets, sync customer contacts, and alert your support team instantly.
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
New inbound message is added in Trengo Instant- New outbound message is added in Trengo Instant
- New internal note is added in Trengo Instant
- Phone call is missed in Trengo Instant
- Phone call is ended in Trengo Instant
- Phone call is started in Trengo Instant
- Ticket is assigned in Trengo Instant
- Ticket is closed in Trengo Instant
- Ticket is reopened in Trengo Instant
- Ticket marked as spam in Trengo Instant
- Ticket unmarked as spam in Trengo Instant
- Ticket label is added in Trengo Instant
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
- Add comment on ticket in Trengo
- Send a message in Trengo
- Send a WhatsApp message template in Trengo
- Send message to ticket in Trengo
- Send media message to ticket in Trengo
- Create a ticket in Trengo
- Reopen a ticket in Trengo
- Attach a label in Trengo
- Assign a ticket in Trengo
- Close ticket in Trengo
- Mark ticket as spam in Trengo
- Unmark ticket as spam in Trengo
- Mark a ticket as favorite in Trengo
- Unmark a ticket as favorite in Trengo
- Create a user in Trengo
- Log a phone call in Trengo
- Create contact in Trengo
- Search contact in Trengo
- Get contact by ID in Trengo
- Update contact in Trengo
- Delete contact in Trengo
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Trengo Integration
Capture leads, create support tickets, sync customer data, notify your support agents, and trigger follow-ups, all in just one click.
Most popular automation
Create Trengo user for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Trengo Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Dynamics 365 CRM + Trengo flow
Send customer details to your marketing tools, financial software, or communication channels the moment an update occurs. Pick a combination and activate it in one click.
+
Hubspot (4)
Hubspot (4) +
Shopify (3)
Shopify (3) +
Salesforce (3)
Salesforce (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Calendly (3)
Calendly (3) M
H
T
Add every new Microsoft Dynamics 365 CRM lead to HubSpot, and create a ticket in Trengo
New Microsoft Dynamics 365 CRM leads appear in HubSpot as contacts while triggering a new ticket in Trengo, keeping sales and support aligned.
M
H
T
When a Microsoft Dynamics 365 CRM contact is updated, update HubSpot and send a message in Trengo
Updated Microsoft Dynamics 365 CRM contacts sync to HubSpot instantly, while Trengo sends a confirmation message.
M
H
T
Create a HubSpot deal when a Microsoft Dynamics 365 CRM opportunity is created, and assign a ticket in Trengo
New Microsoft Dynamics 365 CRM opportunities open deals in HubSpot and assign tickets in Trengo for immediate follow-up.
M
H
T
Use Claude to evaluate Microsoft Dynamics 365 CRM leads, update HubSpot, and open a ticket in Trengo
Claude analyses Microsoft Dynamics 365 CRM leads before updating HubSpot and creating a priority ticket in Trengo.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Trengo
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 → Trengo Triggers & Actions
Instant
New inbound message is added in Trengo
Triggers the automation when a new message is received
Try it → Instant
New outbound message is added in Trengo
Triggers the automation when a new outbound message is added
Try it → Instant
New internal note is added in Trengo
Triggers the automation when a new internal note is added
Try it → Instant
Phone call is started in Trengo
Triggers the automation when a phone call is started
Try it → Instant
Ticket is assigned in Trengo
Triggers the automation when a ticket is assigned to a team member
Try it → Instant
Ticket marked as spam in Trengo
Triggers the automation when a ticket is marked as spam
Try it → Instant
Ticket unmarked as spam in Trengo
Triggers the automation when the spam label from any ticket is removed
Try it → Instant
Ticket label is added in Trengo
Triggers the automation when a new label is added to a ticket
Try it → What can you automate with Microsoft Dynamics 365 CRM + Trengo?
Streamline your customer communications and CRM records with powerful automated workflows.
🎯
Sync leads and create support tickets automatically
Turn every Microsoft Dynamics 365 CRM lead or contact into a trackable support ticket in Trengo without manual copy-pasting.
📋
Capture every submitted contact field
Map all available lead details and custom attributes from Microsoft Dynamics 365 CRM directly into Trengo ticket fields.
🔔
Notify support agents instantly
Send immediate alerts to your team members in Trengo the moment a high-value account or opportunity is updated.
🔀
Route requests based on submitted criteria
Send tickets to specific teams or assign agents in Trengo depending on the lead type or account tier in Microsoft Dynamics 365 CRM.
🔄
Keep customer records updated across systems
Ensure contact updates, account modifications, and case statuses stay synchronized between Microsoft Dynamics 365 CRM and Trengo.
🔍
Search and update instead of creating duplicates
Check existing records in Microsoft Dynamics 365 CRM before creating new contacts or cases from inbound Trengo messages.
⚙️
Handle later status changes and ticket closures
Automatically update Microsoft Dynamics 365 CRM cases or opportunities whenever a related ticket is closed or reopened in Trengo.
🔗
Extend your workflow to messaging and team tools
Connect your Microsoft Dynamics 365 CRM and Trengo flow to Slack or HubSpot to keep all internal stakeholders informed.
And much more...
Who is Microsoft Dynamics 365 CRM + Trengo integration for?
Sales and support teams using Microsoft Dynamics 365 CRM and Trengo eliminate manual data entry, keeping records and customer communications perfectly aligned across platforms.
Sales Operations Managers
Customer Support Leads
Account Executives
Customer Success Specialists
Support Agents
CRM Administrators
📈
Sales Operations Managers
You're managing pipeline data in Microsoft Dynamics 365 CRM but customer inquiries arrive in Tre separately, so your reporting metrics are always delayed — with this integration, every new lead and ticket syncs instantly and your pipeline stays current.
⚡
Customer Support Leads
You need to respond to high-priority client requests immediately, but finding customer account history across systems takes too long — with this integration, contact details and support history appear together in one view.
🤝
Account Executives
You answer to clients who expect real-time updates on their support tickets and account records, but cross-referencing platforms wastes hours — with this integration, customer interactions flow automatically between both apps.
🔄
Customer Success Specialists
The volume of inbound messages is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, every message automatically triggers the correct CRM update and support ticket.
📋
Support Agents
You own the customer onboarding step and depend on sales to hand over account details accurately, but notes often get lost — this integration means every account record is created and populated without manual handoffs.
🔍
CRM Administrators
You need a reliable audit history of customer communications, but manual data transfers keep leaving gaps in your records — with this integration, every message and contact update is logged accurately.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Trengo
Build and manage your Microsoft Dynamics 365 CRM + Trengo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Trengo 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 Integrately Works?
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Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Dynamics 365 CRM + Trengo Now 
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Trengo?
You can connect Microsoft Dynamics 365 CRM to Trengo using ready-made workflows and 1-click automation setup on Integrately, along with tools like Hubspot, Shopify, and Slack.
Can I automatically create a Trengo ticket when a Microsoft Dynamics 365 CRM lead is created?
Can I connect Microsoft Dynamics 365 CRM, Trengo, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Trengo?
How does Microsoft Dynamics 365 CRM handle contact updates in this integration?
Can Trengo ticket closures update Microsoft Dynamics 365 CRM cases?
Do I need coding skills to connect Microsoft Dynamics 365 CRM and Trengo?
Is the Microsoft Dynamics 365 CRM and Trengo integration free?
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