Intercom integration
Microsoft Dynamics CRM 365 integration
Other

Integrate Intercom with Microsoft Dynamics CRM 365

g2-rewordg2-rewordg2-rewordg2-rewordg2-rewordg2-rewordg2-rewordg2-reword

Connect Intercom to Microsoft Dynamics CRM 365 with no code - integrate easy with Albato

Albato simplifies the integration between Intercom and Microsoft Dynamics CRM 365, making it easier for businesses to connect their customer support and CRM systems. Albato is a powerful platform designed to effortlessly facilitate the automation of workflows and the integration of different applications. Its automation builder allows users to quickly set up connections between apps, using triggers to initiate automation and actions to define what happens next, all without needing deep technical knowledge. An example of how Intercom and Microsoft Dynamics CRM 365 can work together through Albato involves syncing customer information and interactions. When a "Create user/lead" action is executed in Intercom (trigger), it can automatically "Create an Entity" in Microsoft Dynamics CRM 365 (action). This ensures that every new lead or user added in Intercom is immediately created as a new entity in Dynamics CRM, keeping customer data synchronized and up-to-date across both platforms. This seamless integration enhances customer relationship management by ensuring that all interactions and data points are captured and accessible, enabling personalized and efficient customer engagement.

Category

  • Live Chat
  • CRM & ERP systems
  • Microsoft

How it works

With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.

  • 1

    Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.

  • 2

    Select the app and event that will trigger your integration, or set up a schedule as you prefer.

  • 3

    Select the actions to be performed and the data you wish to send once your integration is started.

  • 4

    That's it, it's done

arrow down

Choose triggers and events for source app and target app

Finish setting up your workflow for integration of source app with target app
Specify triggers and events
Connect this app...
When this happens...
With this one!
Do this!
undefined integration
undefined integration

Just start and add more steps in your automation

Get started for free

Triggers and actions available for Intercom and Microsoft Dynamics CRM 365 integration

triggers 10
Intercom triggers and actions
New Lead
Intercom triggers and actions
The Lead tag has been added
Intercom triggers and actions
The Contact tag has been added
Intercom triggers and actions
Lead Added Email
actions 22
Intercom triggers and actions
Find contact
Intercom triggers and actions
Send a message/email to a contact
Intercom triggers and actions
Create a conversation
Intercom triggers and actions
Create note

Get started with Intercom and Microsoft Dynamics CRM 365 integration using template

    SOC 2 Type 2 - The safety of your data is our top priority!

    Check
    Security
    Check
    Processing integrity
    Check
    Confidentiality
    Check
    Privacy
    background image
    SOC logo

    Learn how to connect Intercom with Microsoft Dynamics CRM 365

    Show more
    Top 6 team management trends 2025: flexible, tech-driven & employee-focused
    4 min. read

    Top 6 team management trends 2025: flexible, tech-driven & employee-focused

    Explore the essential team management trends for 2025, including hybrid work, AI-driven tools, employee well-being, continuous feedback, and skill development. Discover strategies that help HR leaders, managers, and business owners build resilient, high-performing teams in a changing workplace.

    Transform your customer service: Intercom automations using Albato
    Intercom
    5 min. read

    Transform your customer service: Intercom automations using Albato

    Using Albato, you can automatically create a conversation in Intercom for each customer who submits a survey response, prompting your team to reach out and address their feedback personally.

    Top-Rated SaaS Platforms for Customer Communication in 2024
    5 min. read

    Top-Rated SaaS Platforms for Customer Communication in 2024

    Having trouble connecting with customers in the digital era? Discover the top 10 SaaS solutions for streamlined customer support, chatbots, live chat, and more! Enhance engagement and drive conversions in 2024.

    Best AI Tools 2025: Top Artificial Intelligence Apps for Work & Productivity
    OpenAI
    7 min. read

    Best AI Tools 2025: Top Artificial Intelligence Apps for Work & Productivity

    Best AI tools 2025 for business & work. Top AI assistants for meetings, SEO, writing, coding. Complete guide to boost productivity with artificial intelligence.

    The Best Alternative to Zapier: Why Albato Is the Ideal Choice
    4 min. read

    The Best Alternative to Zapier: Why Albato Is the Ideal Choice

    Albato vs. Zapier—Which Offers Better Value? Discover which platform aligns best with your goals as we break down everything from annual costs to user support quality.

    Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation
    Microsoft Dynamics CRM 365
    4 min. read

    Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation

    Dynamics CRM is a business software made by Microsoft. It helps businesses manage their customer database, generate leads, engage with customers, and resolve customer service issues.

    Trusted by over 110,000 users

    review-image

    Great Zapier Replacement

    I like Albato for the following reasons: Intuitive Interface — The interface is pretty easy to use and easily understandable. Extensive App Library — Albato offers a good set of Apps to intergrate, especially all the commonly used ones. Customization Options - Can customize the workflows easily. Real-time Monitoring — We are able to monitor the automation in real time very effectively.

    Kapil A.

    CEO

    Frequently asked questions about Intercom and Microsoft Dynamics CRM 365 Integration

    Can I transfer data between Intercom and Microsoft Dynamics CRM 365 using Albato?
    collapsed
    Yes, with Albato, you can easily transfer data between Intercom and Microsoft Dynamics CRM 365. Simply set up the connection through Albato's intuitive interface, where you can define specific events in Intercom to automatically trigger actions in Microsoft Dynamics CRM 365. During setup, you can use Albato's data mapping feature to match specific fields between Intercom and Microsoft Dynamics CRM 365. This ensures that the right information, such as contact details, orders, or updates, is transferred accurately between both apps. Albato ensures seamless data transfer and automation, whether you're dealing with CRM, e-commerce, or productivity tools. Integrate Intercom and Microsoft Dynamics CRM 365 to unlock the full potential of your business.
    Which triggers and actions can I use to automate tasks between Intercom and Microsoft Dynamics CRM 365?
    collapsed
    With Albato, you have a wide range of triggers and actions to automate tasks between Intercom and Microsoft Dynamics CRM 365. Triggers are specific events in Intercom that initiate automated actions in Microsoft Dynamics CRM 365. For example, when a new record is created in Intercom, it can automatically update or create a corresponding entry in Microsoft Dynamics CRM 365. Actions define what happens in Microsoft Dynamics CRM 365 when a trigger in Intercom occurs, such as sending data or updating a field.

    You can view the full list of available triggers and actions for Intercom and Microsoft Dynamics CRM 365 in the Triggers and Actions section on their integration page, on each app’s dedicated page, or by logging into your Albato account and selecting the necessary application. This makes it easy to see which automations you can set up to streamline your workflows.
    Do I need technical skills to set up the integration between Intercom and Microsoft Dynamics CRM 365?
    collapsed
    No, you don't need technical skills to set up the integration between Intercom and Microsoft Dynamics CRM 365 on Albato. The platform is designed to be user-friendly, allowing you to automate workflows without any coding knowledge. Setting up the integration involves simple steps like selecting triggers and actions between the two apps and using Albato’s data mapping feature to match fields between Intercom and Microsoft Dynamics CRM 365. Albato’s intuitive interface guides you through the entire process, ensuring accurate data transfer and seamless automation. Whether you’re managing CRM data or syncing orders, anyone can easily create powerful automations with just a few clicks.
    Why is Albato the best alternative to Zapier for integrating Intercom and Microsoft Dynamics CRM 365?
    collapsed
    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Intercom and Microsoft Dynamics CRM 365. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Intercom and Microsoft Dynamics CRM 365, Albato is the way to go!
    How do I set up an integration between Intercom and Microsoft Dynamics CRM 365?
    collapsed
    Setting up an integration between Intercom and Microsoft Dynamics CRM 365 on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Intercom and Microsoft Dynamics CRM 365 from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Intercom (the trigger) that will cause an action in Microsoft Dynamics CRM 365, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Intercom and Microsoft Dynamics CRM 365, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Intercom and Microsoft Dynamics CRM 365, automating your workflows and saving you time.
    Is my data secure when integrating Intercom with Microsoft Dynamics CRM 365?
    collapsed
    Yes, your data is secure when integrating Intercom with Microsoft Dynamics CRM 365 on Albato. Albato is fully SOC 2 Type II compliant, ensuring the highest standards of data security. This means your data is protected through stringent security controls that are regularly audited to guarantee compliance with industry best practices. In addition, Albato is GDPR compliant, meaning it adheres to strict data privacy regulations, safeguarding your personal information and ensuring your data is only used as intended.

    Can I get free assistance from Albato’s support team to set up my integrations?
    collapsed
    Absolutely! Albato’s support team is here to help you set up your integrations, free of charge. No matter which plan you’re on, you can reach out to their knowledgeable team for guidance on connecting Intercom with Microsoft Dynamics CRM 365. Whether it’s configuring triggers, actions, or data mapping, Albato’s support is available to make sure your integration runs smoothly from the start.

    With responsive, real-time assistance, you can quickly get your automations up and running, without any extra costs.