Microsoft Dynamics 365 CRM + Zendesk Integration

Integrate Microsoft Dynamics 365 CRM to Zendesk in one click, or tell Integrately AI how you want each case handled. Create support tickets, sync contact details, alert your team, and update your records 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
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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

Capture support cases, sync user profiles, update records, alert support teams, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Zendesk + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new Zendesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Microsoft Dynamics 365 CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Microsoft Dynamics 365 CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Microsoft Dynamics 365 CRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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Connect more apps to your Microsoft Dynamics 365 CRM + Zendesk flow

Extend your support pipeline with notifications, task management, and billing sync. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Zendesk
+
SalesforceSalesforce (6)
+
SlackSlack (6)
+
HubSpotHubSpot (6)
+
Jira Software CloudJira Software Cloud (6)
+
StripeStripe (6)
+
Microsoft OutlookMicrosoft Outlook (6)
M
S
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Create a Salesforce contact when a case is created in Microsoft Dynamics 365 CRM, and create a ticket in Zendesk
Microsoft Dynamics 365 CRM cases instantly generate a Salesforce contact and a Zendesk ticket, keeping your sales and support stacks aligned.
M
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When a contact is created in Microsoft Dynamics 365 CRM, create a lead in Salesforce and a user in Zendesk
New Microsoft Dynamics 365 CRM contacts automatically populate Salesforce and Zendesk without manual importing.
Z
M
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When a ticket is solved in Zendesk, update the account in Microsoft Dynamics 365 CRM and update the record in Salesforce
Resolved Zendesk tickets automatically update your account records in Microsoft Dynamics 365 CRM and Salesforce.
M
Z
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If an opportunity is created in Microsoft Dynamics 365 CRM, create a Zendesk organisation and a Salesforce account
New opportunities in Microsoft Dynamics 365 CRM automatically generate structured organisations in Zendesk and accounts in Salesforce.
M
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Use Claude to evaluate Microsoft Dynamics 365 CRM case urgency, create a priority Zendesk ticket, and log it in Salesforce
Claude evaluates new Microsoft Dynamics 365 CRM cases to open priority Zendesk tickets and log data in Salesforce.
Z
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When a ticket is updated in Zendesk, update the lead in Microsoft Dynamics 365 CRM and create a follow-up task in Salesforce
Zendesk ticket updates trigger lead updates in Microsoft Dynamics 365 CRM and task creation in Salesforce.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Zendesk

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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Zendesk
Zendesk Triggers & Actions
Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Microsoft Dynamics 365 CRM + Zendesk?

Streamline your customer data and support workflows with automated synchronization between Microsoft Dynamics 365 CRM and Zendesk.

What you can automate?
🔄
Sync cases and tickets automatically
Create a Zendesk support ticket the moment a new case is logged in Microsoft Dynamics 365 CRM. Eliminate manual data entry and ensure support teams never miss an incoming request.
📋
Capture every submitted field
Map all available contact and case details from Microsoft Dynamics 365 CRM into Zendesk user profiles and tickets. Keep your helpdesk records as detailed as your CRM.
🔔
Alert support teams instantly
Notify your team members the moment critical customer issues arrive in your systems. Keep communication flowing without manual checks.
🔀
Route requests based on field data
Trigger different workflows depending on priority, severity, or account tier submitted in Microsoft Dynamics 365 CRM cases. Send VIP issues to dedicated support queues automatically.
🔄
Keep records updated in real time
Automatically update Microsoft Dynamics 365 CRM cases and accounts whenever corresponding tickets are updated or solved in Zendesk. Maintain synchronised records across both platforms.
🔍
Prevent duplicate records
Search existing contacts and accounts before creating new entries in Microsoft Dynamics 365 CRM or Zendesk. Keep your databases clean and clutter-free.
Handle status changes smoothly
Update CRM records when tickets are solved, pending, or escalated. Keep customer lifecycle stages accurately reflected across your entire toolstack.
💬
Extend workflows to Slack
Connect your Microsoft Dynamics 365 CRM and Zendesk flow to Slack to post instant notifications whenever high-priority cases or tickets are created.
And much more...

Who is Microsoft Dynamics 365 CRM + Zendesk integration for?

Connecting Microsoft Dynamics 365 CRM and Zendesk eliminates manual data silos for support, sales, and operations teams managing customer relationships.

Support Operations Managers
Support Operations Managers
Customer Support Leads
Customer Support Leads
Client Account Managers
Client Account Managers
Helpdesk Supervisors
Helpdesk Supervisors
Sales Representatives
Sales Representatives
Customer Success Teams
Customer Success Teams
📈
Support Operations Managers
You report on support ticket metrics and case resolution times, but your dashboards rely on manual data exports so your metrics are always outdated — with this integration, every new case and ticket syncs instantly and your analytics stay current.
Customer Support Leads
You need to act fast when high-priority customer issues arrive, but you find out about critical cases hours after they are logged — this integration means every critical case opens a Zendesk ticket instantly so your team can respond without delay.
🤝
Client Account Managers
You answer to key clients who expect transparent updates on their active support requests, but compiling manual status reports takes hours — automating both apps means your client records stay completely updated with every ticket status change.
📊
Helpdesk Supervisors
The volume of incoming customer inquiries is too high for anyone to keep up by hand, leading to missed tickets and delayed follow-ups — connecting these apps means every inquiry is captured and routed without manual intervention.
💼
Sales Representatives
You own the sales relationship and depend on support agents to hand over ticket details when upselling, but communication gaps leave you in the dark — automating both apps means support notes flow directly into your CRM records.
🗂️
Customer Success Teams
You need a reliable history of every customer touchpoint across sales and support, but keep finding gaps between your CRM and helpdesk records — this integration means your customer history remains complete and accurate.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Zendesk

Build and manage your Microsoft Dynamics 365 CRM + Zendesk 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 + Zendesk 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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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Zendesk?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Zendesk instantly using 1-click workflows or ask Integrately AI to build your automation. It integrates smoothly with apps like Salesforce, Slack, and HubSpot to streamline your customer support and CRM operations.
Can I automatically create Zendesk tickets from Microsoft Dynamics 365 CRM cases?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Zendesk?
Frequently Asked Questions
How are cases and contacts handled between Microsoft Dynamics 365 CRM and Zendesk?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM when Zendesk tickets are solved?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Zendesk?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Zendesk integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Zendesk With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to sales, billing, and marketing platforms to manage and follow up on your customer relationships.
Zendesk
Popular Zendesk Integrations
Sync Zendesk with communication, task management, and reporting tools to keep support data working across your stack.
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Zendesk Integrations arrow right
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