Microsoft Dynamics 365 CRM + Mattermost Integration

Integrate Mattermost to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create CRM contacts, post updates in your channels, and alert your sales team 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
  • Mattermost
    Post is created in Mattermost
  • Mattermost
    Post is updated in Mattermost
  • Mattermost
    Channel is created in Mattermost
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
  • Mattermost
    Post message in Mattermost
  • Mattermost
    Update post in Mattermost
  • Mattermost
    Search post in Mattermost
  • Mattermost
    Delete post in Mattermost
  • Mattermost
    Update channel in Mattermost
  • Mattermost
    Create channel in Mattermost
  • Mattermost
    Search channel in Mattermost
  • Mattermost
    Delete channel in Mattermost
  • Mattermost
    Search file in Mattermost

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + Mattermost Integration

Capture leads, post channel updates, keep records synced, alert your team, 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 Mattermost + Microsoft Dynamics 365 CRM flow

Connect your CRM and chat workflows with email, support, and project tools to keep your entire team aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Mattermost
+
Microsoft OutlookMicrosoft Outlook (4)
+
Microsoft TeamsMicrosoft Teams (4)
+
ZendeskZendesk (4)
+
Jira Software CloudJira Software Cloud (4)
+
GmailGmail (4)
+
SharePointSharePoint (4)
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M
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Create a Microsoft Dynamics 365 CRM lead from every new Microsoft Outlook email, and notify your team in Mattermost.
New Microsoft Outlook emails appear in Microsoft Dynamics 365 CRM as leads instantly while Mattermost alerts your team, removing manual data entry.
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When a Lead is created in Microsoft Dynamics 365 CRM, draft an email in Microsoft Outlook and post the update in Mattermost.
New Microsoft Dynamics 365 CRM leads automatically generate an Outlook email draft and a Mattermost alert, speeding up outreach.
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M
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If an email arrives in Microsoft Outlook from an enterprise domain, update Microsoft Dynamics 365 CRM and alert Mattermost.
High-value Microsoft Outlook emails instantly update Microsoft Dynamics 365 CRM records and notify the leadership channel in Mattermost.
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When a Case is created in Microsoft Dynamics 365 CRM, send an update via Microsoft Outlook and post in Mattermost.
New Microsoft Dynamics 365 CRM support cases trigger customer emails in Microsoft Outlook and team announcements in Mattermost.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Mattermost

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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Mattermost
Mattermost Triggers & Actions
Post is created in Mattermost
Triggers the automation when a new post is created
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Post is updated in Mattermost
Triggers the automation when a post is updated
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Channel is created in Mattermost
Triggers the automation when a new channel is created
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Post message in Mattermost
Posts a message
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Update post in Mattermost
Updates the content of a post with new information
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Search post in Mattermost
Searches and locate posts
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Delete post in Mattermost
Deletes a particular post
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Update channel in Mattermost
Updates channel information
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Create channel in Mattermost
Creates a new channel
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Search channel in Mattermost
Searches for a channel
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Delete channel in Mattermost
Deletes a particular channel from the account
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Search file in Mattermost
Searches for a file
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What can you automate with Mattermost + Microsoft Dynamics 365 CRM?

Streamline communication and customer relationship management with ready-made workflows that eliminate repetitive data entry.

What you can automate?
💬
Sync new leads directly into team channels
Create a Microsoft Dynamics 365 CRM lead or post a Mattermost notification the moment customer activity occurs. Your teams stay synchronized without manual forwarding.
📋
Capture every submitted field and attribute
Map complete lead profiles, custom attributes, and submission notes directly into your CRM records rather than just basic names and email addresses.
🔔
Alert the right representative immediately
Send instant channel notifications whenever high-priority leads, opportunities, or support cases are updated in your system.
🔀
Route records based on submitted criteria
Apply conditional logic to route enterprise inquiries to executive channels while standard leads go to regular sales queues automatically.
🔄
Keep records updated as stages change
Automatically update contact profiles, account statuses, and deal stages across platforms whenever modifications happen.
🔍
Prevent duplicates with smart matching
Search existing contacts and accounts before creating new entries, ensuring your CRM database remains clean and organized.
⚙️
Manage status changes and case resolutions
Trigger automated updates whenever support cases are resolved, quotes are updated, or sales opportunities are won.
🔌
Extend workflows to external applications
Connect your core automation flow with third-party tools like Microsoft Outlook or Zendesk to build complete multi-step pipelines.
And much more...

Who is Mattermost + Microsoft Dynamics 365 CRM integration for?

Connect chat operations with customer relationship management to eliminate manual handoffs, keep sales pipelines synchronized, and accelerate team response times across your organization.

Sales Operations Managers
Sales Operations Managers
Support Team Leads
Support Team Leads
Account Executives
Account Executives
Data Analysts
Data Analysts
Customer Success Specialists
Customer Success Specialists
Compliance Officers
Compliance Officers
📈
Sales Operations Managers
You rely on accurate pipeline metrics to forecast performance, but manual lead entry leaves gaps in your CRM records so your reports are always missing key conversions — this integration means every new prospect lands in your system instantly and your numbers remain accurate.
Support Team Leads
You need to triage critical customer issues immediately, but support tickets remain trapped in chat logs until someone manually copies them over so response times lag behind expectations — automating both apps means every case generates instant alerts and tickets without manual delays.
🤝
Account Executives
You answer to clients expecting rapid follow-ups on inquiries, but missing notifications cause leads to sit unattended in queues for hours — with this integration, every new prospect update is broadcast directly to your channels so you can engage buyers instantly.
📊
Data Analysts
The volume of inbound leads and customer interactions is too high for your team to track by hand, leading to fragmented records and incomplete analytics — automating this workflow means every record synchronizes cleanly across platforms without manual intervention.
🔄
Customer Success Specialists
You depend on upstream sales teams to hand over account details when deals close, but communication breakdowns leave onboarding teams in the dark — connecting these apps means every won opportunity instantly triggers team notifications and customer setup workflows.
🛡️
Compliance Officers
You require a reliable audit history of all customer communications and CRM updates, but manual copying creates missing links in your logs — this integration means every interaction is systematically recorded across systems for complete operational transparency.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Mattermost

Build and manage your Microsoft Dynamics 365 CRM + Mattermost 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 + Mattermost 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
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Mattermost to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Mattermost to Microsoft Dynamics 365 CRM in just one click using ready-made templates on Integrately, or you can ask Integrately AI to build custom workflows linking your CRM and chat tools alongside apps like Microsoft Teams and Zendesk.
Can I automatically create Microsoft Dynamics 365 CRM leads from Mattermost posts?
Frequently Asked Questions
Can I connect Mattermost, Microsoft Dynamics 365 CRM, and Microsoft Teams?
Frequently Asked Questions
What is a good Zapier alternative for Mattermost and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How do Mattermost posts trigger CRM updates?
Frequently Asked Questions
How are leads and cases synced from Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Mattermost and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Mattermost and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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