Microsoft Dynamics 365 CRM + Zammad Integration

Integrate Microsoft Dynamics 365 CRM to Zammad in one click, or tell Integrately AI how you want each case handled. Create tickets, update contacts, sync user profiles, and manage support workflows automatically.

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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
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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
  • Zammad
    Create ticket in Zammad
  • Zammad
    Update ticket in Zammad
  • Zammad
    Search ticket in Zammad
  • Zammad
    Delete ticket in Zammad
  • Zammad
    Create user in Zammad
  • Zammad
    Search user in Zammad
  • Zammad
    Create organization in Zammad
  • Zammad
    Delete organization in Zammad
  • Zammad
    Search organisation in Zammad
  • Zammad
    Send email in Zammad

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

Create support tickets, update contact details, sync user records, alert agents, and track case progress, all in just one click.

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Connect more apps to your Microsoft Dynamics 365 CRM + Zammad flow

Notify team channels, send email updates, log customer records, track payments, and manage support tasks across your entire stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Zammad
+
SlackSlack (8)
+
Microsoft OutlookMicrosoft Outlook (8)
+
HubSpotHubSpot (8)
+
StripeStripe (8)
+
Microsoft TeamsMicrosoft Teams (8)
+
Jira Software CloudJira Software Cloud (8)
M
Z
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Add every new Microsoft Dynamics 365 CRM case to Zammad, and notify your support channel in Slack.
New Microsoft Dynamics 365 CRM cases appear instantly in Zammad as support tickets while Slack alerts your support team, so agents never miss an incoming customer request.
M
Z
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When a Microsoft Dynamics 365 CRM contact is created, add a Zammad user and post the update in Slack.
New contacts in Microsoft Dynamics 365 CRM become active users in Zammad immediately, and Slack notifies your team so everyone stays aligned.
M
Z
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When a Microsoft Dynamics 365 CRM case is updated, update the Zammad ticket and post the change in Slack.
Case updates in Microsoft Dynamics 365 CRM automatically modify the Zammad ticket and notify your Slack channel, keeping your service logs accurate.
M
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When a Microsoft Dynamics 365 CRM opportunity is created, create a Zammad organization and notify sales in Slack.
New business opportunities in Microsoft Dynamics 365 CRM establish a Zammad organization instantly, with Slack keeping the team informed.
M
Z
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If a Microsoft Dynamics 365 CRM case is marked high priority, create a Zammad ticket and alert the urgent channel in Slack.
High-priority Microsoft Dynamics 365 CRM cases create Zammad tickets and trigger immediate Slack alerts for urgent support handling.
M
Z
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When a Microsoft Dynamics 365 CRM case is resolved, update the Zammad ticket and post the resolution in Slack.
Resolved Microsoft Dynamics 365 CRM cases automatically update corresponding Zammad tickets and notify your support team in Slack.
M
Z
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Use Claude to summarise new Microsoft Dynamics 365 CRM cases, create a Zammad ticket, and post the brief in Slack.
Claude analyses incoming Microsoft Dynamics 365 CRM cases, generates a concise Zammad ticket, and posts the executive brief directly into Slack.
M
Z
J
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When a Microsoft Dynamics 365 CRM case is created, create a Zammad ticket, create a Jira issue, and notify Slack.
New Microsoft Dynamics 365 CRM cases generate Zammad helpdesk tickets and Jira tracking issues simultaneously, while Slack alerts the engineering team.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Zammad

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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Zammad
Zammad Triggers & Actions
No trigger is available
Create ticket in Zammad
Generates a new ticket
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Update ticket in Zammad
Updates ticket information
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Search ticket in Zammad
Searches for a ticket
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Delete ticket in Zammad
Removes a ticket from the system
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Create user in Zammad
Generates a new user account
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Search user in Zammad
Searches for a user
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Create organization in Zammad
Generates a new invoice
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Delete organization in Zammad
Removes an organization from the system
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Search organisation in Zammad
Finds and retrieves information about a organization
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Send email in Zammad
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What can you automate with Microsoft Dynamics 365 CRM + Zammad?

Streamline your customer support and CRM workflows by connecting every case, contact, and ticket automatically.

What you can automate?
🎫
Convert Microsoft Dynamics 365 CRM cases into Zammad tickets
Automatically open a Zammad support ticket the moment a new case is logged in Microsoft Dynamics 365 CRM. Your helpdesk team receives immediate context without any manual copying.
📋
Capture every submitted contact and account field
Map all available Microsoft Dynamics 365 CRM contact and account details directly into Zammad user profiles and organizations. Your helpdesk records stay comprehensive and complete.
🔔
Alert support agents as soon as a case arrives
Notify your team on Slack or Microsoft Teams the instant a new Microsoft Dynamics 365 CRM case creates a Zammad ticket. Response times improve when agents get notified immediately.
🔀
Route tickets based on case priority or department
Evaluate case priority fields from Microsoft Dynamics 365 CRM to route urgent Zammad tickets to specialized agent queues and priority communication channels.
🔄
Keep helpdesk tickets synchronized with CRM updates
Automatically update Zammad tickets whenever case details, descriptions, or contact information change in Microsoft Dynamics 365 CRM. Both platforms remain perfectly aligned.
🔍
Search and update existing user records
Check for existing user profiles in Zammad before creating new entries, preventing duplicate accounts and maintaining clean customer data histories.
Handle case resolutions and ticket closures
Update Zammad tickets and mark them resolved automatically whenever the corresponding service case reaches closure in Microsoft Dynamics 365 CRM.
🌐
Extend your support flow to external business apps
Connect your core Microsoft Dynamics 365 CRM and Zammad flow with tools like HubSpot, Stripe, or Jira Software Cloud to notify stakeholders and track related work.
And much more...

Who is Microsoft Dynamics 365 CRM + Zammad integration for?

Support teams, account managers, and customer service leaders use Microsoft Dynamics 365 CRM and Zammad integration to eliminate manual data entry and streamline customer service workflows.

Support Operations Managers
Support Operations Managers
Customer Support Leads
Customer Support Leads
Customer Success Executives
Customer Success Executives
Call Center Supervisors
Call Center Supervisors
Helpdesk Technicians
Helpdesk Technicians
Customer Service Auditors
Customer Service Auditors
📈
Support Operations Managers
You're reviewing ticket resolution times and case volumes across your departments, but your helpdesk reports only update when someone manually exports CRM records, so the metrics you're optimising against are always a few hours behind — with this integration, every new case lands in Zammad instantly and your reporting data stays current.
Customer Support Leads
You need to act fast when high-priority client issues arrive, but your agents find out too late because customer cases remain trapped in Microsoft Dynamics 365 CRM without automated notifications — with this integration, every urgent support request creates a Zammad ticket immediately and alerts your team without delay.
🤝
Customer Success Executives
You answer to enterprise clients who want to see real-time progress on their reported issues, but manual status copying leaves gaps in your client update reports — with this integration, every case update syncs to Zammad automatically, ensuring your client reviews reflect accurate support progress.
📞
Call Center Supervisors
The incoming support volume is too high for anyone to keep up by hand, leading to missed tickets and frustrated callers as agents juggle multiple browser tabs — with this integration, customer data flows straight from Microsoft Dynamics 365 CRM into Zammad, keeping your helpdesk queue organised and up to date.
💼
Helpdesk Technicians
You own the troubleshooting step and depend on sales reps to hand over customer context properly, but missing CRM details force you to chase colleagues for information — with this integration, every contact and account detail populates Zammad automatically the moment it is created in Microsoft Dynamics 365 CRM.
📋
Customer Service Auditors
You need a reliable history of customer interactions for compliance and quality reviews, but manual logging keeps finding gaps in your ticket logs — with this integration, every case and contact change is recorded across both platforms without exception.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Zammad

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

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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 Zammad?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Zammad in just one click using ready-made templates, or ask Integrately AI to build the automation for you. Link your accounts, select your preferred workflow combining Microsoft Dynamics 365 CRM, Zammad, and tools like Slack or HubSpot, and start automating instantly.
Can I automatically create a Zammad ticket when a case is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Zammad, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Zammad?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact and case data during automation?
Frequently Asked Questions
Can Zammad user profiles be created automatically from CRM data?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Zammad?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Zammad integration free?
Frequently Asked Questions
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