Freshservice + Microsoft Dynamics 365 CRM

Create Freshservice requesters from new Microsoft Dynamics 365 CRM contacts

Stay organized and keep track of new contacts in your Microsoft Dynamics 365 CRM with this efficient workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a new requester in your Freshservice app, seamlessly keeping your support tickets updated and enhancing customer communication. Save time and improve accuracy with this simple yet powerful integration.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create RequesterAllows you to create a Requester in Freshservice for your support domain.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Freshservice

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Freshservice

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- 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
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New User
Triggers when a new User is created.
Trigger
Instant
Try It
Update User
Triggers when a user is updated.
Trigger
Instant
Try It
- Subject
  Required
- Description
  Required
- Ticket Status
  Required
- Type
- Email
  Required
- CC Emails
- Category
- Priority
- Urgency
- Impact
- Department
- Group
- Source
Action
Write
- Ticket
- Approval Type
  Required
- Approver
  Required
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- 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
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Ticket
Triggers when there is a new ticket is created in Freshservice.
Trigger
Instant
Try It
Updated Ticket
Triggers when a Ticket is updated.
Trigger
Instant
Try It
- Ticket No
  Required
- Notes
  Required
- Private
  Required
Action
Write
- First Name
  Required
- Last Name
- Job Title
- Primary Email
  Required
- Mobile Phone Number
- Work Phone Number
- Address
- Background Information
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Freshservice

Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.

HelpHelp

Related categories

Server Monitoring

About Microsoft Dynamics 365 CRM

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Create Freshservice requesters from new Microsoft Dynamics 365 CRM leads

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Create Freshservice requesters from new Microsoft Dynamics 365 CRM leads