Google Chat + Microsoft Dynamics 365 CRM Integration

Integrate Google Chat to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Qualify leads, update your CRM records, alert your team in chat, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Google Chat
    Message is received in space in Google Chat
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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2.
  • Google Chat
    Get all spaces in Google Chat
  • Google Chat
    Send message via bot in space in Google Chat
  • Google Chat
    Send message in space in Google Chat
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM

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Ready Workflows Ready Workflows for Google Chat + Microsoft Dynamics 365 CRM Integration

Notify your team about new leads, sync contact updates, log new support cases, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Google Chat + Microsoft Dynamics 365 CRM flow

Capture leads from email or calendar events, sync customer details across marketing platforms, and keep your entire team aligned. Pick a combination and activate it in one click.

Google Chat
Microsoft Dynamics 365 CRM
+
SalesforceSalesforce (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
M
S
G
Create a Salesforce lead from every new Microsoft Dynamics 365 CRM lead, and notify your team in Google Chat
New Microsoft Dynamics 365 CRM leads appear in Salesforce instantly while your Google Chat space receives an alert, keeping sales reps aligned without manual copying.
S
M
G
When a Salesforce contact is updated, update the contact in Microsoft Dynamics 365 CRM and post an update in Google Chat
Contact changes in Salesforce update your Microsoft Dynamics 365 CRM database automatically, and Google Chat notifies your team of the update.
M
S
G
If a Microsoft Dynamics 365 CRM case is created, search Salesforce for matching accounts and post the case details to Google Chat
New Microsoft Dynamics 365 CRM support cases check Salesforce accounts and notify your support team in Google Chat.
S
M
G
Use Claude to summarise new Salesforce leads, create a lead in Microsoft Dynamics 365 CRM, and notify your team in Google Chat
Claude generates a lead brief from Salesforce data, creates a record in Microsoft Dynamics 365 CRM, and posts the summary in Google Chat.

Supported triggers and actions for Google Chat and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Google Chat
Google Chat Triggers & Actions
Message is received in space in Google Chat
Triggers the automation when a new message is received in a particular space
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Get all spaces in Google Chat
Retrieves a list of spaces available in Google Chat
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Send message via bot in space in Google Chat
Sends a message via bot in a space
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Send message in space in Google Chat
Sends a message in a space
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Search marketing list by name in Microsoft Dynamics 365 CRM
Try it →
Get contact by Id in Microsoft Dynamics 365 CRM
Try it →
Get marketing list members in Microsoft Dynamics 365 CRM
Try it →
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
Try it →

What can you automate with Google Chat + Microsoft Dynamics 365 CRM?

Streamline your sales and communication workflows by connecting Microsoft Dynamics 365 CRM events directly to Google Chat notifications.

What you can automate?
💬
Notify your team instantly in Google Chat for every new lead
Streamline your sales pipeline by sending instant notifications to your Google Chat space the exact moment a new lead is added in Microsoft Dynamics 365 CRM. Your team can review and claim leads without constantly checking the CRM.
📋
Map every lead and contact field into your chat notifications
Include custom fields, company details, phone numbers, and notes directly within your Google Chat messages instead of just a basic name. Your team gets full context immediately.
🎯
Route specific lead alerts to the right Google Chat space
Send enterprise lead notifications to your senior sales channel while routing standard inquiries to your general support room. Keep conversations targeted and relevant.
Trigger custom actions based on lead status or tier
Evaluate incoming Microsoft Dynamics 365 CRM leads and route messages differently based on region, industry, or deal size, ensuring high-priority prospects get immediate attention.
🔄
Keep your records updated across platforms automatically
Sync contact and account updates seamlessly between Microsoft Dynamics 365 CRM and your communication channels so everyone works with current information.
🔍
Prevent duplicate records when contacts or accounts update
Automatically search existing Microsoft Dynamics 365 CRM records before creating new ones, updating existing profiles if a match is found to keep your database clean.
📊
Alert your team when deals or cases change stage
Post updates to Google Chat whenever a support case is updated or a sales opportunity moves to a closed-won stage, keeping management informed in real time.
🔌
Connect HubSpot or Salesforce to your CRM and chat flow
Extend your Microsoft Dynamics 365 CRM and Google Chat workflow by syncing data with HubSpot or Salesforce to maintain unified records across your entire tech stack.
And much more...

Who is Google Chat + Microsoft Dynamics 365 CRM integration for?

Teams managing customer relationships across multiple platforms rely on this integration to eliminate manual data entry, streamline communication, and keep every CRM record instantly updated.

Sales managers
Sales managers
Support team leads
Support team leads
Client success managers
Client success managers
Operations leads
Operations leads
Account executives
Account executives
Data analysts
Data analysts
📈
Sales managers
You're tracking pipeline numbers across your team but your CRM reports only update when someone manually logs calls, so the conversion rates you're reviewing are always a few hours behind — with this integration, every new lead lands in the system instantly and your data stays current.
Support team leads
You're managing incoming customer issues in Microsoft Dynamics 365 CRM but finding out about urgent tickets hours after they are submitted because nobody checked the queue — with this integration, every new case triggers an instant message in Google Chat so your team can respond immediately.
🤝
Client success managers
You're updating clients on project progress and account milestones, but your team forgets to log key updates in Microsoft Dynamics 365 CRM, leaving you scrambling to find details before meetings — with this integration, every account change is tracked and announced in Google Chat.
⚙️
Operations leads
You're processing high volumes of new leads and accounts daily, but manual data entry causes backlogs and missing records across your database — with this integration, automating record creation handles the heavy lifting so nothing slips through the cracks.
💼
Account executives
You're waiting for inbound leads to be qualified upstream before you can reach out, but handoffs get delayed in busy email chains — with this integration, every new lead is created in Microsoft Dynamics 365 CRM and announced in Google Chat the moment it arrives.
📊
Data analysts
You're building historical reports on customer acquisition, but frequent manual entry errors leave frustrating gaps in your Microsoft Dynamics 365 CRM history — with this integration, every contact and account is recorded consistently from day one.
Our team

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Why choose Integrately to automate Google Chat + Microsoft Dynamics 365 CRM

Build and manage your Google Chat + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Google Chat + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Google Chat to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Google Chat to Microsoft Dynamics 365 CRM in just one click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Salesforce, HubSpot, Gmail, and 1,500+ other apps.
How can I notify my team in Google Chat when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Google Chat, Microsoft Dynamics 365 CRM, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Google Chat and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Google Chat handle incoming space messages in automations?
Frequently Asked Questions
Can I automatically update contact records in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to set up Google Chat and Microsoft Dynamics 365 CRM integrations?
Frequently Asked Questions
Is the Google Chat and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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