Microsoft Dynamics 365 CRM + WhatsApp V3 by OnlineLiveSupport Integration
Integrate Microsoft Dynamics 365 CRM to WhatsApp V3 by OnlineLiveSupport in one click, or tell Integrately AI how you want each lead handled. Send instant messages, notify your team, update records, and trigger follow-ups automatically.
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
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
Check number in WhatsApp V3 by OnlineLiveSupport- Create group in WhatsApp V3 by OnlineLiveSupport
- Send location in WhatsApp V3 by OnlineLiveSupport
- Send text message in WhatsApp V3 by OnlineLiveSupport
- Send image in WhatsApp V3 by OnlineLiveSupport
- Send contact details in WhatsApp V3 by OnlineLiveSupport
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + WhatsApp V3 by OnlineLiveSupport Integration
Capture leads, send instant messages, update records, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Microsoft Dynamics 365 CRM + WhatsApp V3 by OnlineLiveSupport flow
Sync customer data with email, spreadsheets, CRMs, scheduling tools, and payment gateways as your automation runs. Pick a combination and activate it in one click.
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Microsoft Outlook (3)
Microsoft Outlook (3) +
Microsoft Excel (3)
Microsoft Excel (3) +
HubSpot (3)
HubSpot (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) M
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Create a contact in Microsoft Dynamics 365 CRM for every new email in Microsoft Outlook, and send a confirmation in WhatsApp V3 by OnlineLiveSupport.
Incoming Outlook emails create leads in Microsoft Dynamics 365 CRM instantly while WhatsApp V3 by OnlineLiveSupport sends a confirmation message.
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Send a WhatsApp V3 by OnlineLiveSupport message whenever a Microsoft Dynamics 365 CRM lead is created, and email the summary in Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads trigger immediate WhatsApp messages and Outlook email summaries without manual data entry.
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When a Microsoft Dynamics 365 CRM case is created, send a WhatsApp V3 by OnlineLiveSupport alert and log it in Microsoft Outlook.
Support cases in Microsoft Dynamics 365 CRM immediately trigger WhatsApp alerts and Outlook tracking items.
Supported triggers and actions for Microsoft Dynamics 365 CRM and WhatsApp V3 by OnlineLiveSupport
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 → What can you automate with Microsoft Dynamics 365 CRM + WhatsApp V3 by OnlineLiveSupport?
Streamline your customer communications, lead management, and record updates between Microsoft Dynamics 365 CRM and WhatsApp V3 by OnlineLiveSupport.
💬
Send instant messages for new leads
Trigger automated WhatsApp V3 by OnlineLiveSupport text messages the moment a new lead is created in Microsoft Dynamics 365 CRM, ensuring rapid prospect engagement.
📋
Capture every submitted CRM field
Map comprehensive contact details and custom attributes from Microsoft Dynamics 365 CRM directly into your messaging workflows and connected business apps.
🔔
Alert the right team member immediately
Notify sales agents and support staff instantly whenever a high-priority opportunity or support case is updated in Microsoft Dynamics 365 CRM.
🔀
Route communications based on lead status
Send tailored message templates or create specific records depending on the field values submitted within your Microsoft Dynamics 365 CRM pipeline.
🔄
Keep records synchronized across platforms
Update contact details and account information across connected spreadsheets and CRM tools automatically as records change in Microsoft Dynamics 365 CRM.
🔍
Prevent duplicate entries with smart lookup
Search existing contacts and accounts in Microsoft Dynamics 365 CRM before creating new records, ensuring a clean and organized database.
📌
Handle later status changes and quotes
Trigger follow-up notifications or status updates when sales orders, quotes, or support cases reach completion or encounter payment issues.
🔗
Extend workflows to external business apps
Connect your core Microsoft Dynamics 365 CRM and WhatsApp V3 by OnlineLiveSupport flow with tools like Microsoft Outlook to expand your automation capabilities.
And much more...
Who is Microsoft Dynamics 365 CRM + WhatsApp V3 by OnlineLiveSupport integration for?
This integration helps sales and support teams connect Microsoft Dynamics 365 CRM data directly to WhatsApp V3 by OnlineLiveSupport messaging without manual copying.
Performance marketers and data analysts
Customer support leads
Account managers
Sales operations managers
Field sales representatives
CRM administrators
📈
Performance marketers and data analysts
You're reviewing metrics in Microsoft Dynamics 365 CRM but your messaging records only update when someone manually exports leads, so the conversion counts you're analyzing are always lagging behind — with this integration, every new lead triggers instant messaging alerts and your pipeline data stays accurate.
⚡
Customer support leads
You manage incoming support requests in Microsoft Dynamics 365 CRM, but delays in notifying agents mean response times suffer and customers wait too long for help — with this integration, every new case or ticket immediately dispatches notifications straight to messaging channels.
🤝
Account managers
You track client milestones inside Microsoft Dynamics 365 CRM, but outside stakeholders constantly ask for status updates because communication is disconnected — with this integration, every account update automatically transmits timely progress alerts to designated messaging chats.
📊
Sales operations managers
The volume of new leads entering Microsoft Dynamics 365 CRM is too high for staff to keep up with manual outbound messaging and notifications — with this integration, every new lead instantly triggers automated communication workflows without human delay.
🎯
Field sales representatives
You depend on upstream lead creation in Microsoft Dynamics 365 CRM to initiate customer conversations, but handoffs are slow and prospects go cold — with this integration, every new lead record immediately alerts your messaging app so you can follow up immediately.
🗂️
CRM administrators
You need a reliable history of communication tied to Microsoft Dynamics 365 CRM records, but manual messaging logs always end up with gaps and missing timestamps — with this integration, every automated message execution maintains a clean audit trail across your systems.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + WhatsApp V3 by OnlineLiveSupport
Build and manage your Microsoft Dynamics 365 CRM + WhatsApp V3 by OnlineLiveSupport automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + WhatsApp V3 by OnlineLiveSupport 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.
AI that builds your automations
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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.
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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 WhatsApp V3 by OnlineLiveSupport?
You can connect Microsoft Dynamics 365 CRM to WhatsApp V3 by OnlineLiveSupport in 1 click using ready templates or by asking Integrately AI to build your workflow. It also connects with Microsoft Outlook, Microsoft Excel, and HubSpot seamlessly.
Can I automatically send WhatsApp messages when a new Microsoft Dynamics 365 CRM lead is created?
Can I connect Microsoft Dynamics 365 CRM, WhatsApp V3 by OnlineLiveSupport, and HubSpot?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and WhatsApp V3 by OnlineLiveSupport?
How does Microsoft Dynamics 365 CRM handle lead data during automation?
Can WhatsApp V3 by OnlineLiveSupport send automated notifications for CRM updates?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and WhatsApp V3 by OnlineLiveSupport?
Is the Microsoft Dynamics 365 CRM and WhatsApp V3 by OnlineLiveSupport integration free?
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