• Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
  • Zendesk logoZendesk logo

Microsoft Dynamics 365 CRM + Zendesk Integrations

How to connect Microsoft Dynamics 365 CRM + Zendesk

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  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Contact Updated
    Triggers when a contact has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Lead
    Triggers when a new lead is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Lead Updated
    Triggers when a lead has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Opportunity
    Triggers when a new opportunity is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Opportunity Updated
    Triggers when an opportunity has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Create Account
    Creates a new account.
    Action
    Write
  • 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

  • Zendesk

    Triggers when a new group is created.

    Scheduled

    Trigger

  • Zendesk

    Triggers when a new organization is added to Zendesk.

    Scheduled

    Trigger

  • Zendesk

    Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).

    Scheduled

    Trigger

  • Zendesk

    Triggers when there is activity (an audit) on a specific ticket. Can only watch one ticket per Zap.

    Scheduled

    Trigger

  • Zendesk

    Triggers when a new ticket is added to a view.

    Scheduled

    Trigger

  • Zendesk

    Triggers when a new user is created.

    Scheduled

    Trigger

  • Zendesk

    Triggers when a new view is created.

    Scheduled

    Trigger

  • Zendesk

    Create a new organization.

    Scheduled

    Action

  • Zendesk

    Create a new ticket.

    Scheduled

    Action

  • Zendesk

    Attach a file to an existing ticket.

    Scheduled

    Action

  • Zendesk

    Add a comment to an existing ticket.

    Scheduled

    Action

  • Zendesk

    Add one or more tags to an existing ticket.

    Scheduled

    Action

  • Zendesk

    Update an existing organization.

    Scheduled

    Action

  • Zendesk

    Update an existing ticket status or add comments.

    Scheduled

    Action

  • Zendesk

    Update an existing user.

    Scheduled

    Action

  • Zendesk

    Create a new user.

    Scheduled

    Action

  • Zendesk

    Finds an existing agent.

    Scheduled

    Action

  • Zendesk

    Finds an existing group.

    Scheduled

    Action

  • Zendesk

    Finds an existing organization.

    Scheduled

    Action

  • Zendesk

    Finds an existing ticket.

    Scheduled

    Action

  • Zendesk

    Finds an existing user.

    Scheduled

    Action

  • Zendesk

    Finds or creates a specific organization.

    Scheduled

    Action

  • Zendesk

    Finds or creates a specific ticket.

    Scheduled

    Action

  • Zendesk

    Finds or creates a specific user.

    Scheduled

    Action

How Microsoft Dynamics 365 CRM + Zendesk Integrations Work

  1. Step 1: Authenticate Microsoft Dynamics 365 CRM and Zendesk.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

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zendesk logo
zendesk logo

About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
Learn more

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