Microsoft Dynamics 365 CRM + Intercom + Slack Integrations
How to connect Microsoft Dynamics 365 CRM + Intercom + Slack
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Do even more with Microsoft Dynamics 365 CRM + Intercom + Slack
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Dynamics 365 CRM, Intercom, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.
New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new Ticket is created in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UpdatesRequired
Update sample
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact identifier typeRequired
Tag selection method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Association Note
CompanyRequired
Warning
Name
Website
Size
Monthly Revenue
Plan
Industry
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact identifier typeRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Identifier
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Tag NameRequired
Untag?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
Full Name
User ID
Company ID
Unsubscribed From Emails
Phone Number
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Mode
Search Value
User Association Note
Company NameRequired
Plan
Size
Website
Industry
Custom Attributes
Monthly Revenue
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw Request User Info
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Message
This action updates a specific message on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, the new text for the message, and a boolean to indicate if you want to edit a bot message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when a Contact is updated in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event nameRequired
Created at
Contact identifier typeRequired
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket typeRequired
Contact IDRequired
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Reply TypeRequired
Reply BodyRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FromRequired
ToRequired
Message TypeRequired
BodyRequired
Subject
Template
Create Conversation Without Contact Reply?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Created At
User ID
Full Name
IP Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Mode
Search Value
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Highlight Word
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Microsoft Dynamics 365 CRM + Intercom + Slack Integrations Work
- Step 1: Authenticate Microsoft Dynamics 365 CRM, Intercom, and Slack.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
About Intercom
Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
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About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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