LiveAgent + Microsoft Dynamics 365 CRM

Create LiveAgent customers from new Microsoft Dynamics 365 CRM contacts

Effortlessly streamline your customer management process with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, it instantly creates a new customer in LiveAgent. This seamless integration saves time on manual data entry and ensures your support team always has up-to-date customer information at their fingertips.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Add New Customer
Adds new contact/customer to system.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Customer
Triggers when a new customer is added to system.
Trigger
Polling
Try It
- DepartmentRequired
- Email AddressRequired
- SubjectRequired
- Recipient EmailRequired
- MessageRequired
- Recipient Name
- CC Email Address
- Conversation Status
- Mail Messsage ID
- Do Not Send Mails
- Is Html Message
Action
Write
- Email AddressRequired
- Group NameRequired
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Customer (Experimental)
Triggers when a new customer is added to system. (uses API v3).
Trigger
Polling
Try It
- Email AddressRequired
- Name of GroupRequired
Action
Write
- EmailRequired
- Name
- Gender
- Role
Action
Write

About LiveAgent

LiveAgent is the only customer support app you will ever need. Helpdesk, Ticketing, Automation, Live Chat, Call Center, FAQs, Support Portal, Facebook and Twitter monitoring... Plus, it works well with others like MailChimp, Highrise, AWeber, Google Analytics and 50+ more