Microsoft Dynamics 365 CRM + Typebot Integration

Integrate Microsoft Dynamics 365 CRM to Typebot in one click, or tell Integrately AI how you want each response handled. Capture chatbot answers, create CRM leads, update contact records, and alert your sales team automatically.

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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
Response is created in Typebot Instant

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

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Ready Workflows for Microsoft Dynamics 365 CRM + Typebot Integration

Capture chatbot responses, create CRM leads, update contact records, and alert your sales team, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Typebot response

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

Activate

When Response is created in Typebot > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Typebot + Microsoft Dynamics 365 CRM Integration

Activate

When Response is created in Typebot > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Typebot + Microsoft Dynamics 365 CRM Integration

Activate

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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 + Typebot flow

Send notification emails, alert team channels, update spreadsheets, and sync additional customer data once your CRM records are created. Pick a combination and activate it in one click.

Microsoft Outlook (4)

Microsoft Teams (4)

HubSpot (4)

Gmail (4)

Slack (4)

Google Sheets (4)

Create a Microsoft Dynamics 365 CRM lead from every Typebot response, and send an email notification in Microsoft Outlook.

New Typebot responses immediately create leads in Microsoft Dynamics 365 CRM while sending an email notice through Microsoft Outlook.

When a Typebot response is submitted, create a Microsoft Dynamics 365 CRM contact and email your sales team in Microsoft Outlook.

Typebot submissions instantly generate Microsoft Dynamics 365 CRM contacts and notify sales teams via Microsoft Outlook emails.

If a Typebot response includes high budget details, create a priority lead in Microsoft Dynamics 365 CRM and email management in Microsoft Outlook.

High-budget Typebot submissions trigger priority Microsoft Dynamics 365 CRM leads and alert management via Microsoft Outlook.

Use Claude to evaluate Typebot responses, create Microsoft Dynamics 365 CRM leads, and send summary emails in Microsoft Outlook.

Claude analyses Typebot answers before creating Microsoft Dynamics 365 CRM leads and emailing summaries in Microsoft Outlook.

Create a Microsoft Dynamics 365 CRM lead from every Typebot response, and notify your sales channel in Microsoft Teams.

Typebot responses immediately generate Microsoft Dynamics 365 CRM leads and post alerts to Microsoft Teams channels.

When a Typebot response is submitted, create a Microsoft Dynamics 365 CRM contact and alert your support team in Microsoft Teams.

Chatbot interactions instantly build Microsoft Dynamics 365 CRM contacts and send alerts to Microsoft Teams.

If a Typebot response indicates enterprise scale, create an account in Microsoft Dynamics 365 CRM and ping the enterprise channel in Microsoft Teams.

Enterprise chatbot answers create Microsoft Dynamics 365 CRM accounts and notify Microsoft Teams channels instantly.

Use ChatGPT to summarise Typebot responses, create Microsoft Dynamics 365 CRM leads, and broadcast the brief in Microsoft Teams.

ChatGPT summarises chatbot submissions before creating Microsoft Dynamics 365 CRM leads and posting briefs in Microsoft Teams.

Create a Microsoft Dynamics 365 CRM lead from every Typebot response, and add a matching contact in HubSpot.

Typebot responses simultaneously create Microsoft Dynamics 365 CRM leads and sync contacts into HubSpot.

When a Typebot response is submitted, create a Microsoft Dynamics 365 CRM contact and log a new deal in HubSpot.

Chatbot submissions generate Microsoft Dynamics 365 CRM contacts and open new deals in HubSpot instantly.

If a Typebot response selects enterprise services, create an account in Microsoft Dynamics 365 CRM and add a tagged contact in HubSpot.

Enterprise Typebot submissions create Microsoft Dynamics 365 CRM accounts and add tagged HubSpot contacts.

Use Gemini to evaluate Typebot responses, create Microsoft Dynamics 365 CRM leads, and record follow-up tasks in HubSpot.

Gemini analyses Typebot answers before creating Microsoft Dynamics 365 CRM leads and scheduling HubSpot tasks.

Create a Microsoft Dynamics 365 CRM lead from every Typebot response, and send a confirmation email via Gmail.

Typebot responses generate Microsoft Dynamics 365 CRM leads and send confirmation emails through Gmail automatically.

When a Typebot response is submitted, create a Microsoft Dynamics 365 CRM contact and email the intake department using Gmail.

Chatbot responses build Microsoft Dynamics 365 CRM contacts and dispatch intake notifications via Gmail.

If a Typebot response requests urgent support, create a case in Microsoft Dynamics 365 CRM and email the support desk via Gmail.

Urgent chatbot inquiries create Microsoft Dynamics 365 CRM cases and dispatch Gmail alert messages.

Use Perplexity to analyse Typebot responses, create Microsoft Dynamics 365 CRM leads, and send customized emails via Gmail.

Perplexity analyses chatbot answers before creating Microsoft Dynamics 365 CRM leads and sending customized Gmail messages.

Create a Microsoft Dynamics 365 CRM lead from every Typebot response, and post an alert in Slack.

Typebot responses immediately generate Microsoft Dynamics 365 CRM leads and post notification messages to Slack.

When a Typebot response is submitted, create a Microsoft Dynamics 365 CRM contact and notify your sales channel in Slack.

Chatbot interactions instantly build Microsoft Dynamics 365 CRM contacts and post channel updates in Slack.

If a Typebot response indicates high priority, create a case in Microsoft Dynamics 365 CRM and alert the support channel in Slack.

High-priority chatbot submissions create Microsoft Dynamics 365 CRM cases and trigger Slack channel alerts.

Use Claude to summarise Typebot responses, create Microsoft Dynamics 365 CRM leads, and announce the details in Slack.

Claude summarises chatbot interactions before creating Microsoft Dynamics 365 CRM leads and posting announcements in Slack.

Create a Microsoft Dynamics 365 CRM lead from every Typebot response, and log a row in Google Sheets.

Typebot responses simultaneously create Microsoft Dynamics 365 CRM leads and record data in Google Sheets.

When a Typebot response is submitted, create a Microsoft Dynamics 365 CRM contact and record it in Google Sheets.

Chatbot responses instantly generate Microsoft Dynamics 365 CRM contacts and update Google Sheets logs.

If a Typebot response indicates enterprise scale, create an account in Microsoft Dynamics 365 CRM and log it in Google Sheets.

Enterprise chatbot submissions create Microsoft Dynamics 365 CRM accounts and update Google Sheets trackers.

Use ChatGPT to analyze Typebot responses, create Microsoft Dynamics 365 CRM leads, and log the analysis in Google Sheets.

ChatGPT analyses chatbot submissions before creating Microsoft Dynamics 365 CRM leads and logging records in Google Sheets.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Typebot

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

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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

Try it →

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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Typebot Triggers & Actions

Instant

Response is created in Typebot

Triggers the automation when a response is submitted

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

Streamline your data collection and CRM management by connecting automated chatbot responses directly to your business records.

Get Started For Free

🎯

Create CRM leads from every chatbot response

Capture prospects instantly by turning every new Typebot response into a fully populated Microsoft Dynamics 365 CRM lead without lifting a finger.

📋

Capture every submitted field accurately

Map all custom questions, budget selections, and contact details from your chatbot straight into the correct Microsoft Dynamics 365 CRM fields.

🔔

Notify your team as soon as leads arrive

Alert sales and support personnel the moment a chatbot interaction finishes so urgent prospects receive immediate attention.

🔀

Route submissions based on submitted answers

Send enterprise leads to senior account managers while routing standard inquiries to general queues based on user selections.

🔄

Keep CRM contact records up to date

Automatically update existing Microsoft Dynamics 365 CRM contacts whenever returning users submit new information through your chatbot.

👥

Prevent duplicate records with smart matching

Search existing database entries before creating new records to ensure your CRM remains organized and free of duplicates.

🏷️

Handle later status changes and updates

Modify lead stages, update case statuses, or adjust opportunity details in Microsoft Dynamics 365 CRM as customer interactions evolve.

💬

Extend your workflow to team communication apps

Trigger downstream alerts in Slack or Microsoft Outlook immediately after your Microsoft Dynamics 365 CRM records are successfully created.

And much more...

Who is Microsoft Dynamics 365 CRM + Typebot integration for?

This integration helps sales and support teams instantly capture chatbot responses, create accurate CRM records, and eliminate manual data entry across workflows.

Performance marketers

Sales development reps

Client success managers

Support coordinators

Operations specialists

CRM administrators

📈

Performance marketers

You're reviewing chatbot conversion metrics but your CRM records only update when someone manually exports submissions, so the lead counts you're analysing against are always a few hours behind — with this integration, every new response creates a CRM lead instantly and your data stays current.

⚡

Sales development reps

You need to follow up with prospective buyers immediately, but you find out about new chatbot enquiries hours after submission because nobody checked the bot backend — automating both apps means every inquiry creates a CRM lead instantly so you can reach out first.

🤝

Client success managers

You report on onboarding progress to executive stakeholders, but your client interaction logs have gaps because chat transcripts are stored separately from CRM records — integrating these apps means every form submission populates your CRM automatically and your reports remain complete.

📞

Support coordinators

The volume of inbound support chats is too high for anyone to keep up by hand, leading to delayed ticket creation and frustrated customers — this integration means every chatbot support request generates a CRM case instantly and your queues stay organized.

🔄

Operations specialists

You depend on upstream chatbot submissions to trigger downstream account creation, but manual data handovers cause bottlenecks and stalled workflows — connecting these apps means every chat response triggers immediate CRM updates so work moves forward without delay.

🗂️

CRM administrators

You need a reliable history of customer interactions, but manual data entry leads to missing contact details and duplicate records across tables — automating both apps means every conversation populates standardized CRM entries and your database stays clean.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Typebot

Build and manage your Microsoft Dynamics 365 CRM + Typebot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Typebot with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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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.

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Typebot?

You can connect Microsoft Dynamics 365 CRM to Typebot in 1 click using ready workflows on Integrately. Link your accounts, select a template, and start automating responses with Microsoft Outlook, Microsoft Teams, and Slack. You can also use Integrately AI to build custom flows instantly.

Can I automatically create Microsoft Dynamics 365 CRM leads from Typebot responses?

Can I connect Microsoft Dynamics 365 CRM, Typebot, and HubSpot?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Typebot?

How does Microsoft Dynamics 365 CRM handle leads created from Typebot?

Can I trigger actions based on specific Typebot response fields?

Do I need coding skills to automate Microsoft Dynamics 365 CRM and Typebot?

Is the Microsoft Dynamics 365 CRM and Typebot integration free?

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Want to automate something else in your workflow?

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Microsoft Dynamics 365 CRM + Typebot Integration

Integrate Microsoft Dynamics 365 CRM to Typebot in one click, or tell Integrately AI how you want each response handled. Capture chatbot answers, create CRM leads, update contact records, and alert your sales team automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Typebot Integration

Capture chatbot responses, create CRM leads, update contact records, and alert your sales team, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Typebot response

When Response is created in Typebot > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Response is created in Typebot > Check any condition > Create lead in Microsoft Dynamics 365 CRM

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 + Typebot flow

Send notification emails, alert team channels, update spreadsheets, and sync additional customer data once your CRM records are created. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Typebot

Mix and match to build the exact automation you need

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

Streamline your data collection and CRM management by connecting automated chatbot responses directly to your business records.

Who is Microsoft Dynamics 365 CRM + Typebot integration for?

This integration helps sales and support teams instantly capture chatbot responses, create accurate CRM records, and eliminate manual data entry across workflows.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Typebot

Build and manage your Microsoft Dynamics 365 CRM + Typebot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Typebot With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Typebot Integration

Integrate Microsoft Dynamics 365 CRM to Typebot in one click, or tell Integrately AI how you want each response handled. Capture chatbot answers, create CRM leads, update contact records, and alert your sales team automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Typebot Integration

Capture chatbot responses, create CRM leads, update contact records, and alert your sales team, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new Typebot response

When Response is created in Typebot > Check any condition > Create contact in Microsoft Dynamics 365 CRM

When Response is created in Typebot > Check any condition > Create lead in Microsoft Dynamics 365 CRM

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 + Typebot flow

Send notification emails, alert team channels, update spreadsheets, and sync additional customer data once your CRM records are created. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Typebot

Mix and match to build the exact automation you need

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

Streamline your data collection and CRM management by connecting automated chatbot responses directly to your business records.

Who is Microsoft Dynamics 365 CRM + Typebot integration for?

This integration helps sales and support teams instantly capture chatbot responses, create accurate CRM records, and eliminate manual data entry across workflows.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Typebot

Build and manage your Microsoft Dynamics 365 CRM + Typebot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Typebot With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click