Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Intercom with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
100%
Help
Intercom
Intercom
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
Intercom
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Added Email" from Intercom.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Intercom and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer type
Required
Owner
Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Account
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Contact
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Case/Incident
Required
State
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Lead
Required
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Order
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search
Find existing data in your app
State Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Intercom and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call Intercom and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Intercom and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Note
Create Account
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Intercom and Microsoft Dynamics 365 CRM
Track Intercom tickets in Microsoft Dynamics.
When a ticket is updated in Intercom, Zapier creates a corresponding custom entity or updates an existing entry in Microsoft Dynamics 365 CRM. This ensures seamless and organized data tracking for analysis and reporting purposes.
When a new user is created in Intercom, Zapier automatically creates or updates the corresponding contact in Microsoft Dynamics 365 CRM. This workflow streamlines contact management across platforms and ensures no user information is lost during transitions.
When a new lead is created in Microsoft Dynamics 365 CRM, Zapier automatically creates or updates the lead in Intercom. This automates lead management across platforms, enabling marketers to promptly engage with potential customers.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Make work flow with AI
Level up your Intercom to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Intercom + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Intercom and Microsoft Dynamics 365 CRM
What are the prerequisites for integrating Intercom with Microsoft Dynamics 365 CRM?
To integrate Intercom with Microsoft Dynamics 365 CRM, you need active accounts on both platforms. Additionally, access to an API key or OAuth 2.0 authentication credentials is required to facilitate communication between the two systems.
How can I trigger an action in Microsoft Dynamics 365 CRM from Intercom?
You can set triggers in Intercom such as 'New Lead' or 'Tag Added.' These triggers can initiate actions like creating or updating a record in Microsoft Dynamics 365 CRM automatically through our integration setup.
Can I sync contacts between Intercom and Microsoft Dynamics 365 CRM?
Yes, our integration allows automatic synchronization of contacts. You can set it up so that new or updated contact information in Intercom reflects in your Microsoft Dynamics 365 CRM database and vice versa.
Are there any limitations when integrating Intercom with Microsoft Dynamics 365 CRM?
While most functionalities are supported, certain complex custom fields may not be directly transferrable. Additionally, ensure that both applications are running compatible versions for the best integration experience.
How do I map fields between Intercom and Microsoft Dynamics 365 CRM?
During setup, we provide a user-friendly interface that lets you map fields like Name, Email, Phone Number directly between Intercom and Microsoft Dynamics 365 CRM. Custom field mapping is also supported to tailor the integration to your specific needs.
What type of actions can be automated with this integration?
Our integration supports automating actions such as creating a new lead in Microsoft Dynamics when a conversation starts in Intercom, or updating contact records automatically based on status changes within either system.
How often does data sync between Intercom and Microsoft Dynamics 365 CRM?
Data synchronization frequency depends on how you configure the integration. Typically, it's set to real-time sync but can be adjusted to batch sync at intervals suitable for your operations.
About Intercom
Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
