Connect Chatwork and Microsoft Dynamics CRM
Integrate Chatwork 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 New Message in a Room in Chatwork
Create Contact in Microsoft-dynamics-crm when New Message in a Room in Chatwork
Create Opportunity in Microsoft-dynamics-crm when New Message in a Room in Chatwork
Create Lead in Microsoft-dynamics-crm when New Message in a Room in Chatwork
Create Case/Incident in Microsoft-dynamics-crm when New Message in a Room in Chatwork
Popular Chatwork + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Chatwork
When this happens...
New Message in a Room
Message Updated
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 New Message in a Room in Chatwork
Use this flowCreate Contact in Microsoft-dynamics-crm when New Message in a Room in Chatwork
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Message in a Room in Chatwork
Use this flowCreate Lead in Microsoft-dynamics-crm when New Message in a Room in Chatwork
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Message in a Room in Chatwork
Use this flowCreate Order in Microsoft-dynamics-crm when New Message in a Room in Chatwork
Use this flowCreate Account in Microsoft Dynamics CRM when Message Updated in Chatwork
Use this flowCreate Contact in Microsoft-dynamics-crm when Message Updated in Chatwork
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Message Updated in Chatwork
Use this flowCreate Lead in Microsoft-dynamics-crm when Message Updated in Chatwork
Use this flowSupported Triggers & Actions
Everything you can automate between Chatwork and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in a Room
Triggers when new message is created in Room.
Message Updated
Triggers when message is updated in a Room.
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
Do thisActions
Action is the task that follows automatically within your Chatwork integrations.
Send Message
Sends a new message to a specific group chat in ChatWork.
Get Chat Members
Get members of a chat room.
Add a task to a chat
Add a new task to the chat.
Update Chat Room
update a chat room.
Create Account
Creates a new account
Create Contact
Creates a new contact
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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Learn how to automate Chatwork and Microsoft Dynamics CRM workflows.
Learn how to automate Chatwork and Microsoft Dynamics CRM workflows.
Learn how to automate Chatwork and Microsoft Dynamics CRM workflows.
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About Chatwork
Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.
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 Chatwork 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 Chatwork 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 Chatwork triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Chatwork. 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 Chatwork 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 Chatwork 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.
