Manychat + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM for new Manychat events

Easily convert new Manychat events into leads in your Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a "Trigger a Zap" event occurs in Manychat, this automation creates a corresponding lead in your CRM, ensuring your sales team stays updated and organized with potential client information. Save time and streamline your lead management process with this efficient integration.

When this happens...
New “Trigger a Zap” Event
Triggers when your bot sends the “Trigger a Zap” event.
TriggerInstant
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Create Lead
Creates a new lead.
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Supported triggers and actions

What does this mean?

Chat Opened
Triggers when a chat is opened with a user.
Trigger
Instant
Try It
New Order Paid
Triggers when a user has purchased an order.
Trigger
Instant
Try It
- Custom FieldRequired
Trigger
Instant
Try It
- UserRequired
- TagRequired
Action
Write
- UserRequired
- Message tag
- Json dynamic messageRequired
Action
Write

- UserRequired
- Message tag
- Message textRequired
Action
Write
- UserRequired
- SequenceRequired
Action
Write

- Order IDRequired
Action
Search
- User IDRequired
Action
Search
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- EventRequired
Trigger
Instant
Try It
New Subscriber
Triggers when a user subscribes to your page.
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- UserRequired
- TagRequired
Action
Write
- UserRequired
- ContentRequired
Action
Write
- UserRequired
- ValueRequired
Action
Write
- UserRequired
- SequenceRequired
Action
Write
- Custom FieldRequired
Action
Search
- NameRequired
Action
Search
Account Updated
Triggers when an account is updated.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

Learn more Help

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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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Manychat + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics 365 CRM for new Manychat events

Chat Opened

New Order Paid

New or Updated Custom Field

Add Tag to User

UserRequired

TagRequired

Send Dynamic Message to User

UserRequired

Message tag

Json dynamic messageRequired

Send Text Message to User

UserRequired

Message tag

Message textRequired

Subscribe User to Sequence

UserRequired

SequenceRequired

Find Order by ID

Order IDRequired

Find User by ID

User IDRequired

New Account

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New “Trigger a Zap” Event

EventRequired

New Subscriber

New Tagged User

TagRequired

Remove Tag From User