Connect ChatBot and Microsoft Dynamics CRM
Integrate ChatBot with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when User Created in Chatbot
Create Contact in Microsoft-dynamics-crm when User Created in Chatbot
Create Opportunity in Microsoft-dynamics-crm when User Created in Chatbot
Create Lead in Microsoft-dynamics-crm when User Created in Chatbot
Create Case/Incident in Microsoft-dynamics-crm when User Created in Chatbot
Popular ChatBot + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ChatBot
When this happens...
User Created
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when User Created in Chatbot
Use this flowCreate Contact in Microsoft-dynamics-crm when User Created in Chatbot
Use this flowCreate Opportunity in Microsoft-dynamics-crm when User Created in Chatbot
Use this flowCreate Lead in Microsoft-dynamics-crm when User Created in Chatbot
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when User Created in Chatbot
Use this flowCreate Order in Microsoft-dynamics-crm when User Created in Chatbot
Use this flowCreate a Story in ChatBot when New Account in Microsoft-dynamics-crm
Use this flowUpdate Story in ChatBot when New Account in Microsoft-dynamics-crm
Use this flowSearch Story in Chatbot when New Account in Microsoft-dynamics-crm
Use this flowDelete Story in Chatbot when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between ChatBot and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Trigger when a new user created.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
Do thisActions
Action is the task that follows automatically within your ChatBot integrations.
Create a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
Delete Story
Delete story seach by name.
Create segment
Create segment.
Add Users to Segments
Adds one or more Users to one or more Segments.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Learn how to automate ChatBot and Microsoft Dynamics CRM workflows.
Learn how to automate ChatBot and Microsoft Dynamics CRM workflows.
Learn how to automate ChatBot and Microsoft Dynamics CRM workflows.
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About ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
Learn moreSimilar apps
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChatBot and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ChatBot and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where ChatBot triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in ChatBot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ChatBot and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChatBot and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
