Microsoft Dynamics 365 CRM + JivoChat Integration

Integrate JivoChat to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Create contacts, update accounts, log cases, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • 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
  • JivoChat
    Visitor's information is updated in JivoChat Instant
  • JivoChat
    Offline message is recieved in JivoChat Instant
  • JivoChat
    Chat is finished in JivoChat Instant
Arrow Right
2.
  • 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 WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + JivoChat Integration

Capture chats, create leads, update contacts, log cases, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your JivoChat + Microsoft Dynamics 365 CRM flow

Sync chat leads with messaging platforms, email tools, and support desks to keep your teams aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
JivoChat
+
HubspotHubspot (4)
+
GmailGmail (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
ZendeskZendesk (4)
J
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Create a Microsoft Dynamics 365 CRM lead when a JivoChat chat finishes, and add the contact in HubSpot.
Every finished JivoChat chat creates a lead in Microsoft Dynamics 365 CRM and a new contact in HubSpot automatically, removing manual data entry.
J
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When an offline JivoChat message arrives, update your Microsoft Dynamics 365 CRM contact and notify your team in HubSpot.
Offline JivoChat messages instantly update Microsoft Dynamics 365 CRM contacts while HubSpot alerts your team, keeping everyone informed.
J
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When visitor info is updated in JivoChat, update the Microsoft Dynamics 365 CRM account and log the activity in HubSpot.
Updated visitor information in JivoChat instantly refreshes Microsoft Dynamics 365 CRM and logs the interaction in HubSpot.
J
M
C
H
Use Claude to analyse finished JivoChat chats, create a Microsoft Dynamics 365 CRM lead, and add a contact in HubSpot.
Claude analyses finished JivoChat chats to qualify leads before creating Microsoft Dynamics 365 CRM records and HubSpot contacts.

Supported triggers and actions for Microsoft Dynamics 365 CRM and JivoChat

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Member is added to marketing list in Microsoft Dynamics 365 CRM
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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
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Get contact by Id in Microsoft Dynamics 365 CRM
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Get marketing list members in Microsoft Dynamics 365 CRM
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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
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JivoChat
JivoChat Triggers & Actions
Instant
Visitor's information is updated in JivoChat
Triggers the automation when a visitor's information is updated
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Instant
Offline message is recieved in JivoChat
Triggers the automation when an offline message is received
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Instant
Chat is finished in JivoChat
Triggers the automation when a chat is marked as complete
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No action is available

What can you automate with JivoChat + Microsoft Dynamics 365 CRM?

Streamline customer engagement by syncing JivoChat chats, offline messages, and visitor updates directly into Microsoft Dynamics 365 CRM workflows.

What you can automate?
💬
Create Microsoft Dynamics 365 CRM leads from finished chats
Every finished JivoChat chat automatically creates a corresponding lead in Microsoft Dynamics 365 CRM, ensuring no customer inquiry is ever missed or delayed.
📋
Capture complete visitor details in CRM records
Map all available visitor information and chat metadata into Microsoft Dynamics 365 CRM fields instead of just basic contact names and emails.
🔔
Alert teams instantly on offline messages
Trigger instant notifications or tasks in your communication tools whenever an offline message is received in JivoChat.
🔀
Route chats by visitor tier and value
Check submitted visitor details to create enterprise accounts or standard leads in Microsoft Dynamics 365 CRM based on customer value.
🔄
Keep Microsoft Dynamics 365 CRM contacts current
Automatically update Microsoft Dynamics 365 CRM contacts and accounts whenever visitor information is modified in JivoChat.
🔍
Search and update existing CRM records
Search for existing Microsoft Dynamics 365 CRM contacts before creation to update records rather than generating duplicates.
Manage offline message resolution stages
Update case statuses or follow-up stages in Microsoft Dynamics 365 CRM when chat inquiries are resolved.
Send chat summaries straight to Slack
Automatically send formatted chat summaries from JivoChat and Microsoft Dynamics 365 CRM straight to your dedicated Slack channels.
And much more...

Who is JivoChat + Microsoft Dynamics 365 CRM integration for?

Connecting JivoChat and Microsoft Dynamics 365 CRM eliminates manual data entry, ensuring sales and support teams act on accurate chat data instantly.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Sales operations directors
Sales operations directors
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Performance marketers
You're running campaigns that drive website traffic to live chats, but your tracking tools only record conversions when someone manually exports chat logs, so the lead counts you're optimising against are always outdated — with this integration, every finished chat creates a lead instantly and your pipeline data stays current.
Customer support leads
You need to respond to offline messages immediately, but you find out about missed inquiries hours later when checking multiple systems — this integration means every offline message creates a case in Microsoft Dynamics 365 CRM instantly and your team can follow up without delay.
🤝
Account managers
You answer to clients who want immediate visibility into incoming inquiries, but chat records stay trapped in JivoChat instead of reaching your CRM — with this integration, every updated visitor record syncs to Microsoft Dynamics 365 CRM automatically and your client reports remain fully accurate.
📊
Sales operations directors
The volume of incoming website chats is too high for your team to log manually, leading to missed follow-ups and incomplete CRM records — automating both apps means every chat interaction creates a contact or lead instantly and your records stay comprehensive.
💼
Business development reps
You own the follow-up step and depend on upstream chat conversations to hand over prospect details, but manual handoffs cause delays — connecting these apps means every finished chat creates a Microsoft Dynamics 365 CRM lead instantly so you can reach out while interest is high.
🗂️
CRM administrators
You need a reliable history of all customer touchpoints, but chat interactions frequently get missed in your database audit trails — automating both apps means every visitor update and offline message logs correctly in Microsoft Dynamics 365 CRM and your historical data has zero gaps.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + JivoChat

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + JivoChat 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?

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Frequently Asked Questions

How do I connect JivoChat to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect JivoChat to Microsoft Dynamics 365 CRM in one click using ready-made flows or ask Integrately AI to build the automation and map the fields. You can also connect Hubspot, Slack, and other tools.
Can I automatically create Microsoft Dynamics 365 CRM leads from JivoChat chats?
Frequently Asked Questions
Can I connect JivoChat, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for JivoChat and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does JivoChat handle visitor updates during chat integrations?
Frequently Asked Questions
How are Microsoft Dynamics 365 CRM contacts updated when chats finish?
Frequently Asked Questions
Can I automate JivoChat and Microsoft Dynamics 365 CRM without coding?
Frequently Asked Questions
Is the JivoChat and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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