Connect Intercom and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect Intercom to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
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.
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.
- 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- New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
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 - Message body format
Try ItTriggerInstant
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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.
Data Science
Sync new Intercom users with Microsoft Dynamics.
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.
ITAdd leads from Microsoft Dynamics to Intercom.
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.
Marketing & Marketing OpsLearn how to automate Intercom on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
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.
