ChatGPT + Microsoft Dynamics 365 CRM

Create ChatGPT conversations for new leads in Microsoft Dynamics 365 CRM

Effortlessly engage new leads from Microsoft Dynamics 365 CRM by leveraging the power of ChatGPT. With this automation, every time a new lead is added to your CRM, a personalized conversation is initiated in ChatGPT, enabling your sales team to prioritize relationship-building and close deals more efficiently. This workflow streamlines your sales process, ensuring timely communication while saving valuable time for your team.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Conversation
Sends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Updated Case/Incident
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Scheduled
Try It

Updated Lead
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Updated Opportunity
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Message
- ImageRequired
- Max Tokens
Action
Write
- Info 1
- Info 2
- User MessageRequired
- ModelRequired
- Memory Key
- Image
- Info 3
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
Action
Write
- Text to Be ClassifiedRequired
- CategoriesRequired
- Info 1
- Max Tokens
- ModelRequired
- Temperature
- Top P
Action
Write
- MessageRequired
- Assistant
- Assistant Name
- Assistant Instructions
- Model
- Tools
- Conversation ID
- New Files
- Existing Files
- Response Instructions
Action
Write
- Unstructured TextRequired
- ModelRequired
- Temperature
- DescriptionRequired
- Values to ExtractRequired
Action
Write
- Text to Be SummarizedRequired
- Info 1
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- FileRequired
- Prompt
- Response Format
- Temperature
Action
Write
- Recipient NameRequired
- Recipient EmailRequired
- From NameRequired
- Email PromptRequired
- ToneRequired
- Body TypeRequired
- Info 3
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- Name To Search ForRequired
Action
Search
- Name To Search ForRequired
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write

Updated Account
Triggers when an account is updated.
Trigger
Scheduled
Try It
Updated Contact
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Text to Be AnalyzedRequired
- Info 1
- Max Tokens
- ModelRequired
- Temperature
- Top P
Action
Write
- Copy
- Moderation ModelRequired
- Text to be classifiedRequired
Action
Write
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- PromptRequired
- Model
- Number of desired results
- User
Action
Write
- Info 1
- Info 2
- ModelRequired
- TextRequired
- VoiceRequired
- Response Format
- Speed
Action
Write
- FileRequired
- Purpose
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Filename To Search ForRequired
- File Purpose To Search For
Action
Search
- Filename To Search ForRequired
- File Purpose To Search For
- FileRequired
- Purpose
Action
Search or write

About ChatGPT

ChatGPT is an AI tool built by OpenAI that enables conversational automation. A more powerful OpenAI integration is available here: https://zapier.com/apps/openai/integrations

Learn more Help

Related categories

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

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Zapier Interfaces

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ChatGPT + Microsoft Dynamics 365 CRM

Create ChatGPT conversations for new leads in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Analyze Image Content With Vision

Message

ImageRequired

Max Tokens

Conversation

Info 1

Info 2

User MessageRequired

ModelRequired

Memory Key

Image

Info 3

User Name

Assistant Name

Assistant Instructions

Max Tokens

Temperature

Top P

Classify Text

Text to Be ClassifiedRequired

CategoriesRequired

Info 1

Max Tokens

ModelRequired