Connect innoChat and Microsoft Dynamics CRM
Integrate innoChat 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 Session in innoChat
Create Contact in Microsoft-dynamics-crm when New Message In Session in innoChat
Create Opportunity in Microsoft-dynamics-crm when New Message In Session in innoChat
Create Lead in Microsoft-dynamics-crm when New Message In Session in innoChat
Create Case/Incident in Microsoft-dynamics-crm when New Message In Session in innoChat
Popular innoChat + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
innoChat
When this happens...
New Message In Session
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 Session in innoChat
Use this flowCreate Contact in Microsoft-dynamics-crm when New Message In Session in innoChat
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Message In Session in innoChat
Use this flowCreate Lead in Microsoft-dynamics-crm when New Message In Session in innoChat
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Message In Session in innoChat
Use this flowCreate Order in Microsoft-dynamics-crm when New Message In Session in innoChat
Use this flowSend Message via innoChat when New Account in Microsoft-dynamics-crm
Use this flowGet Chatbot Session Messages from innoChat when New Account in Microsoft-dynamics-crm
Use this flowCreate Chatbot in InnoChat when New Account in Microsoft-dynamics-crm
Use this flowCreate URL Source in InnoChat when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between innoChat and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message In Session
Runs when new session message
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 innoChat integrations.
Send Message
Send text, get chatbot reply
Get Chatbot Session Messages
Retrieve session messages
Create Chatbot
Create a chatbot with settings
Create URL Source
Add website URL as data source
Get Chatbot Sessions
Get all sessions for a chatbot
Fetch All Chatbots
Show all chatbots
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 innoChat and Microsoft Dynamics CRM workflows.
Learn how to automate innoChat and Microsoft Dynamics CRM workflows.
Learn how to automate innoChat and Microsoft Dynamics CRM workflows.
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About innoChat
INNOCHAT is a dynamic platform designed to enhance team communication and collaboration. It offers seamless messaging, file sharing, and project management features to streamline workflows and boost productivity.
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 innoChat 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 innoChat 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 innoChat triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in innoChat. 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 innoChat 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 innoChat 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.
