Create Freshdesk ticket for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Freshdesk Integration
Microsoft Dynamics 365 CRM + Freshdesk Integration
Integrate Freshdesk to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each ticket handled. Log support issues in your CRM, update contact records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
Ticket is updated in Freshdesk- Ticket note is created in Freshdesk
- Ticket is created in Freshdesk
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Ready Workflows for Freshdesk + Microsoft Dynamics 365 CRM Integration
Log support tickets, sync contact records, update account statuses, alert your support team, and trigger follow-up tasks, all in just one click.
Most popular automations
Create Microsoft Dynamics 365 CRM contact from new Freshdesk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Microsoft Dynamics 365 CRM. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Microsoft Dynamics 365 CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Microsoft Dynamics 365 CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
See moreUse this {{trigger.CustomerSupport}} - Microsoft Dynamics 365 CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Microsoft Dynamics 365 CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
Create Freshdesk user for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Freshdesk Integration
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Connect more apps to your Freshdesk + Microsoft Dynamics 365 CRM flow
Sync your support and CRM data with messaging, project management, email, scheduling, and billing tools to keep your entire stack aligned. Pick a combination and activate it in one click.
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Slack (4)
Slack (4) +
Jira Software Cloud (3)
Jira Software Cloud (3) +
Microsoft Outlook (3)
Microsoft Outlook (3) +
HubSpot (3)
HubSpot (3) +
Zoom (3)
Zoom (3) +
Stripe (3)
Stripe (3) F
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Create a Microsoft Dynamics 365 CRM case from every new Freshdesk ticket, and notify your support team in Slack.
New support tickets appear instantly as CRM cases while your support channel hears about it in Slack, eliminating manual copy-pasting.
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When a Microsoft Dynamics 365 CRM contact is updated, update the contact in Freshdesk and post the change in Slack.
Contact updates in your CRM instantly refresh Freshdesk and alert your team in Slack, ensuring customer records remain consistent.
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If a Freshdesk ticket priority is urgent, create an urgent case in Microsoft Dynamics 365 CRM and alert the leadership channel in Slack.
Urgent support issues bypass standard queues to create high-priority CRM cases and alert leadership in Slack instantly.
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Use Claude to summarise every new Freshdesk ticket, create a CRM case in Microsoft Dynamics 365 CRM, and post the brief in Slack.
AI summarises support tickets before logging them into Microsoft Dynamics 365 CRM and posting a concise brief in Slack.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Freshdesk
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → Freshdesk Triggers & Actions
What can you automate with Freshdesk + Microsoft Dynamics 365 CRM?
Streamline customer support and CRM management with ready-made workflows that eliminate manual data copying.
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Turn support tickets into CRM service cases
Create a case in Microsoft Dynamics 365 CRM automatically the moment a new ticket is submitted in Freshdesk. Sales and support teams share a complete view of every customer inquiry without manual data entry.
📋
Capture every submitted custom field
Map detailed ticket descriptions, categories, and priority levels directly into your Microsoft Dynamics 365 CRM case records. Your CRM database becomes a reliable source for customer analysis and reporting.
🔔
Alert your team instantly on messaging apps
Notify your support or sales channel the second a high-priority ticket or CRM update occurs. Keep stakeholders informed without switching between multiple software platforms.
🔀
Route records based on ticket priority
Send urgent tickets to high-priority queues in Microsoft Dynamics 365 CRM while standard inquiries follow regular processing paths. Tailor your automation flow to match your exact business rules.
🔄
Keep contact records synchronized across platforms
Update contact details in Freshdesk whenever customer profiles change in Microsoft Dynamics 365 CRM. Maintain data consistency across your entire support and sales tech stack.
🔍
Search and update instead of creating duplicates
Search existing contacts and companies in Microsoft Dynamics 365 CRM before creating new records from Freshdesk tickets. Prevent duplicate entries and keep your database clean.
⚡
Handle later status changes and resolutions
Update Microsoft Dynamics 365 CRM cases automatically when support tickets are resolved or closed in Freshdesk. Ensure accurate reporting on customer issue resolution times.
💬
Extend workflows to team collaboration tools
Connect Freshdesk and Microsoft Dynamics 365 CRM with Slack to notify teams, create follow-up tasks, and keep everyone aligned on customer support milestones.
And much more...
Who is Freshdesk + Microsoft Dynamics 365 CRM integration for?
Support leaders and sales executives connect Freshdesk and Microsoft Dynamics 365 CRM to eliminate manual data entry and keep customer records perfectly synchronized across teams.
Revenue operations managers
Customer support leads
Client success directors
Support operations teams
Account executives
Technical support managers
📈
Revenue operations managers
You report on customer health and ticket resolution metrics every week, but your CRM records are always missing recent support interactions because agents update tickets manually — automating both apps means every Freshdesk ticket updates your Microsoft Dynamics 365 CRM records instantly and your pipeline reports stay accurate.
⚡
Customer support leads
You need to act fast when high-value clients report critical issues, but you find out about account status changes hours too late when sales teams forget to notify you — this integration means every Microsoft Dynamics 365 CRM account update appears in Freshdesk immediately and your support team stays ahead of issues.
🤝
Client success directors
You answer to enterprise clients who demand full visibility into their support history and open service cases, but pulling data from separate tools takes hours of manual work — connecting these apps means client support tickets sync directly to Microsoft Dynamics 365 CRM cases so your review meetings run effortlessly.
📊
Support operations teams
The volume of inbound support tickets is too high for anyone to keep CRM records updated by hand, leading to fragmented customer histories and missed follow-ups — automating both apps means every ticket creation creates or updates Microsoft Dynamics 365 CRM records automatically and your database stays clean.
🔗
Account executives
You own the relationship post-sale and depend on support agents to hand over ticket details when accounts run into technical trouble, but important notes get lost in chat threads — this integration means every Freshdesk ticket note creates a Microsoft Dynamics 365 CRM case update so you never miss a critical client signal.
🗂️
Technical support managers
You need a reliable audit history of every client interaction for compliance and quality assurance, but manual log entries always leave gaps in your records — automating both apps means every customer contact and ticket interaction is logged in Microsoft Dynamics 365 CRM without manual intervention.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Freshdesk
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Frequently Asked Questions
How do I connect Freshdesk to Microsoft Dynamics 365 CRM?
You can connect Freshdesk to Microsoft Dynamics 365 CRM in 1 click using ready-made workflows or by asking Integrately AI to build your automation. It takes less than two minutes to link your accounts and sync data across apps like Slack, HubSpot, and Jira Software Cloud.
Can I automatically create Microsoft Dynamics 365 CRM cases from Freshdesk tickets?
Can I connect Freshdesk, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Freshdesk and Microsoft Dynamics 365 CRM?
How does Freshdesk data sync with Microsoft Dynamics 365 CRM?
Can I update Microsoft Dynamics 365 CRM records when Freshdesk tickets change?
Do I need coding skills to automate Freshdesk and Microsoft Dynamics 365 CRM?
Is the Freshdesk and Microsoft Dynamics 365 CRM integration free?
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