Microsoft Dynamics 365 CRM + Slack + Intercom Integrations
How to connect Microsoft Dynamics 365 CRM + Slack + Intercom
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Do even more with Microsoft Dynamics 365 CRM + Slack + Intercom
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Dynamics 365 CRM, Slack, and Intercom. And don’t forget that you can add more apps and actions to create complex workflows.
New AccountTriggers when a new account is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- Contact UpdatedTriggers when a contact has been updated.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Lead UpdatedTriggers when a lead has been updated.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- Opportunity UpdatedTriggers when an opportunity has been updated.Trigger
- Create AccountCreates a new account.Action
- Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.
Scheduled
Action
- Slack
Triggers when a new message is posted to any public channel.
Instant
Trigger
- Slack
Triggers whenever a new #channel is created.
Instant
Trigger
- Slack
Triggers when a new message is posted to a specific #channel you choose.
Instant
Trigger
- Slack
Triggers when a custom emoji has been added to a team.
Instant
Trigger
- Slack
Triggers when a new file is uploaded to your workspace.
Instant
Trigger
- Slack
Triggers when a username or highlight word is mentioned in a public #channel.
Instant
Trigger
- Slack
Triggers when a new message is posted to a specific #private-channel or multi-dm.
Instant
Trigger
- Slack
Triggers when you click the "Push to Zapier" button from a message in Slack.
Instant
Trigger
- Slack
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
Instant
Trigger
- Slack
Triggers when you save a message.
Instant
Trigger
- Slack
Triggers when a new Slack user is created / first joins your org.
Instant
Trigger
- Slack
Adds a reminder for yourself or a teammate, just like the
Scheduled
Action
- Slack
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Scheduled
Action
- Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Scheduled
Action
- Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Scheduled
Action
- Slack
Creates a new channel.
Scheduled
Action
- Slack
Post a new message to a private channel you choose. Can also schedule a message for later.
Scheduled
Action
- Slack
Sets the topic on a selected channel.
Scheduled
Action
- Slack
Update basic profile fields such as name or title
Scheduled
Action
- Slack
Sets your Slack status to the given text and emoji.
Scheduled
Action
- Slack
Finds a Slack message using the Slack Search feature.
Scheduled
Action
- Slack
Finds a user by matching against their email instead of their username.
Scheduled
Action
- Slack
Finds a user by their ID.
Scheduled
Action
- Slack
Finds a user by matching against their real name instead of their username.
Scheduled
Action
- Slack
Finds a user by their username.
Scheduled
Action
- Intercom
Triggers when a Lead enters an email address.
Instant
Trigger
- Intercom
Triggers when a lead converts to a user.
Instant
Trigger
- Intercom
Triggers when a new Lead is created.
Instant
Trigger
- Intercom
Triggers when a lead is tagged.
Instant
Trigger
- Intercom
Triggers when a new tag is added to a conversation in Intercom.
Instant
Trigger
- Intercom
Triggers when a new conversation is created by a user in Intercom.
Instant
Trigger
- Intercom
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Instant
Trigger
- Intercom
Triggers when a new Company is created.
Instant
Trigger
- Intercom
Triggers when a new user is created.
Instant
Trigger
- Intercom
Triggers when a user is tagged.
Instant
Trigger
- Intercom
Triggers when a user unsubscribes from Intercom.io emails.
Instant
Trigger
- Intercom
Add a note to a user.
Scheduled
Action
- Intercom
Tags a user with an event that occurred.
Scheduled
Action
- Intercom
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Scheduled
Action
- Intercom
Attach or remove a tag from a specific company.
Scheduled
Action
- Intercom
Attach or remove a tag on a specific lead.
Scheduled
Action
- Intercom
Attach or remove a tag on a specific user.
Scheduled
Action
- Intercom
Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.
Scheduled
Action
- Intercom
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Scheduled
Action
- Intercom
Update a user within Intercom given their e-mail address.
Scheduled
Action
- Intercom
Creates a new user in your Intercom app.
Scheduled
Action
- Intercom
Finds an existing company.
Scheduled
Action
- Intercom
Finds an existing Lead.
Scheduled
Action
- Intercom
Finds an existing user.
Scheduled
Action
- Intercom
Find or Create Company
Scheduled
Action
- Intercom
Find or Create Company
Scheduled
Action
- Intercom
Find or Create Lead
Scheduled
Action
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How Microsoft Dynamics 365 CRM + Slack + Intercom Integrations Work
- Step 1: Authenticate Microsoft Dynamics 365 CRM, Slack, and Intercom.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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