Connect Microsoft Dynamics CRM and SiteSpeakAI
Integrate Microsoft Dynamics CRM with SiteSpeakAI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Chatbots from Sitespeak.ai when New Account in Microsoft-dynamics-crm
Ask the Chatbot with Sitespeak.ai when New Account in Microsoft-dynamics-crm
View Conversation History in Sitespeak.ai when New Account in Microsoft-dynamics-crm
List Leads from Sitespeak.ai when New Account in Microsoft-dynamics-crm
Create Suggested Answer in Sitespeak.ai when New Account in Microsoft-dynamics-crm
Popular Microsoft Dynamics CRM + SiteSpeakAI flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
Choose an action
SiteSpeakAI
Automatically do this!
List Chatbots
Ask the Chatbot
View Conversation History
List Leads
Create Suggested Answer
List Chatbots from Sitespeak.ai when New Account in Microsoft-dynamics-crm
Use this flowAsk the Chatbot with Sitespeak.ai when New Account in Microsoft-dynamics-crm
Use this flowView Conversation History in Sitespeak.ai when New Account in Microsoft-dynamics-crm
Use this flowList Leads from Sitespeak.ai when New Account in Microsoft-dynamics-crm
Use this flowCreate Suggested Answer in Sitespeak.ai when New Account in Microsoft-dynamics-crm
Use this flowList Chatbots from Sitespeak.ai when New Contact in Microsoft-dynamics-crm
Use this flowAsk the Chatbot with Sitespeak.ai when New Contact in Microsoft-dynamics-crm
Use this flowView Conversation History in Sitespeak.ai when New Contact in Microsoft-dynamics-crm
Use this flowList Leads from Sitespeak.ai when New Contact in Microsoft-dynamics-crm
Use this flowCreate Suggested Answer in Sitespeak.ai when New Contact in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics CRM and SiteSpeakAI.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Case/Incident
Creates a new case/incident
Create Order
Creates a new order
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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From idea to automation.
AI will build it for you
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Dynamics CRM and SiteSpeakAI workflows.
Learn how to automate Microsoft Dynamics CRM and SiteSpeakAI workflows.
Learn how to automate Microsoft Dynamics CRM and SiteSpeakAI workflows.
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About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreAbout SiteSpeakAI
Sitespeak.ai (SiteSpeakAI) provides an embeddable AI agent for websites that’s trained on your site, docs, PDFs, and videos to answer questions, capture leads, book meetings, look up orders, and hand off to humans when needed. It supports 95+ languages, offers deep customization and analytics, and integrates with popular tools (e.g., WhatsApp, HubSpot, Slack, Shopify, WordPress, and Zapier) so the agent can automate real actions—not just replies.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and SiteSpeakAI 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 Microsoft Dynamics CRM and SiteSpeakAI 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 SiteSpeakAI. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in SiteSpeakAI, and a separate workflow where SiteSpeakAI triggers actions in Microsoft Dynamics CRM. 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 Microsoft Dynamics CRM and SiteSpeakAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics CRM and SiteSpeakAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
