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Set up your first integration
Quickly connect Intercom to Microsoft Dynamics 365 CRM with a Zapier template.
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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.
Select a trigger from Intercom
Setup an action from Microsoft Dynamics 365 CRM
That’s it! You just connected Intercom to Microsoft Dynamics 365 CRM
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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.
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.
- Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerInstant - New Lead
Triggers when a new Lead is created.
Try ItTriggerInstant - Which Tag?
Try ItTriggerInstant- Message body format
Try ItTriggerInstant
- Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerInstant - Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerInstant - New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerInstant - New Company
Triggers when a new Company is created.
Try ItTriggerInstant