Microsoft Dynamics 365 CRM + Spoke Integration

Integrate Microsoft Dynamics 365 CRM to Spoke in one click, or tell Integrately AI how you want each request handled. Capture employee helpdesk requests, create matching CRM records, update contacts, and alert your support team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created 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
  • Spoke
    Spoke is created in Spoke Instant
  • Spoke
    Highlight is created in Spoke Instant
  • Spoke
    Spoke is added to category in Spoke 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 Β  for Microsoft Dynamics 365 CRM + Spoke Integration

Capture employee requests, create CRM records, update contacts, alert your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
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Connect more apps to your Microsoft Dynamics 365 CRM + Spoke flow

Sync your helpdesk requests and CRM data with messaging tools, customer support platforms, and spreadsheets to keep every department aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Spoke
+
SlackSlack (3)
+
Microsoft TeamsMicrosoft Teams (3)
+
ZendeskZendesk (3)
+
Jira Software CloudJira Software Cloud (3)
+
BambooHRBambooHR (3)
+
Google SheetsGoogle Sheets (3)
S
M
S
Create a lead in Microsoft Dynamics 365 CRM for every new Spoke, and notify your support channel in Slack.
New Spoke requests immediately appear in Microsoft Dynamics 365 CRM as leads while Slack alerts your support team, ensuring no employee request is missed.
S
M
S
When a Spoke is added to category in Microsoft Dynamics 365 CRM, update the contact and alert your team in Slack.
Categorised Spoke requests update Microsoft Dynamics 365 CRM contacts and notify your team on Slack so appropriate follow-up happens instantly.
S
M
S
Use Claude to summarise every new Spoke, save it as a lead in Microsoft Dynamics 365 CRM, and post the brief in Slack.
Claude summarises incoming Spoke requests before they become Microsoft Dynamics 365 CRM leads and get posted to Slack for review.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Spoke

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it β†’
Sales order is created in Microsoft Dynamics 365 CRM
Try it β†’
Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it β†’
Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it β†’
Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it β†’
Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it β†’
Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it β†’
Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it β†’
Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it β†’
Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it β†’
Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it β†’
Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it β†’
Search marketing list by name in Microsoft Dynamics 365 CRM
Try it β†’
Get contact by Id in Microsoft Dynamics 365 CRM
Try it β†’
Get marketing list members in Microsoft Dynamics 365 CRM
Try it β†’
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
Try it β†’
Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
Try it β†’
Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
Try it β†’
Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
Try it β†’
Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
Try it β†’
Create account in Microsoft Dynamics 365 CRM
Generates a new account
Try it β†’
Search account in Microsoft Dynamics 365 CRM
Searches for account information
Try it β†’
Update account in Microsoft Dynamics 365 CRM
Updates account information
Try it β†’
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
Try it β†’
Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
Try it β†’
Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
Try it β†’
Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
Try it β†’
Search case in Microsoft Dynamics 365 CRM
Searches for a case record
Try it β†’
Get account by ID in Microsoft Dynamics 365 CRM
Try it β†’
Spoke
Spoke Triggers & Actions
Instant
Spoke is created in Spoke
Triggers when a new Spoke is created
Try it β†’
Instant
Highlight is created in Spoke
Triggers when a highlight is created
Try it β†’
Instant
Spoke is added to category in Spoke
Triggers when Spoke is added to a category
Try it β†’
No action is available

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

Streamline employee helpdesk requests and CRM data management with automated multi-step workflows.

What you can automate?
🎯
Turn every Spoke request into a CRM lead automatically
Capture employee helpdesk requests the moment they are submitted and generate corresponding lead records in Microsoft Dynamics 365 CRM without lifting a finger.
πŸ“
Map every submitted field into your CRM records
Transfer detailed request descriptions, categories, and requester metadata directly into Microsoft Dynamics 365 CRM fields instead of just basic names.
πŸ””
Notify your support team the second a request arrives
Alert relevant staff members instantly in Slack or Microsoft Teams whenever a new Spoke is created or updated.
πŸ”€
Route records based on specific categories or fields
Send requests to different Microsoft Dynamics 365 CRM pipelines or update specific contacts depending on the category selected in Spoke.
πŸ”„
Keep your CRM contacts and accounts up to date
Automatically update existing Microsoft Dynamics 365 CRM contact and account details whenever corresponding information changes in Spoke.
πŸ”Ž
Search and update existing records to prevent duplicates
Check for existing contact or account entries in Microsoft Dynamics 365 CRM before creating new records, keeping your database clean.
🏷️
Handle highlights and key activity changes instantly
Trigger automated CRM updates and record creation whenever a Spoke highlight is created or a ticket status changes.
πŸ”—
Extend your workflow to spreadsheets and support tools
Connect your core pair with Google Sheets, Zendesk, or Jira Software Cloud to keep all your operational tools perfectly synchronised.
And much more...

Who is Microsoft Dynamics 365 CRM + Spoke integration for?

Operations, HR, and IT support teams rely on this integration to eliminate manual data entry and connect employee helpdesk requests directly with CRM records.

Sales Operations Managers
Sales Operations Managers
IT Support Leads
IT Support Leads
Client Success Directors
Client Success Directors
HR Administrators
HR Administrators
Account Executives
Account Executives
Compliance Officers
Compliance Officers
πŸ“ˆ
Sales Operations Managers
You're reviewing lead pipelines in Microsoft Dynamics 365 CRM but your metrics are always delayed because helpdesk requests submitted in Spoke are copied over by hand at the end of the day β€” with this integration, every new request creates a CRM lead instantly and your pipeline numbers stay current.
⚑
IT Support Leads
You need to act fast on critical employee requests in Spoke, but important tickets sit unnoticed until someone checks Microsoft Dynamics 365 CRM manually β€” with this integration, every support query triggers instant CRM record creation and team alerts so you never miss an urgent ticket.
πŸ“Š
Client Success Directors
You present ticket resolution and account health metrics to leadership, but your reporting sheet has gaps because internal communication tools and your CRM don't talk to each other β€” with this integration, every Spoke interaction updates your CRM records automatically for flawless tracking.
πŸ”„
HR Administrators
The volume of employee onboarding queries in Spoke is too high for your team to keep Microsoft Dynamics 365 CRM contact lists updated by hand, leading to missing personnel data β€” with this integration, every request populates your CRM records without manual effort.
πŸ“‹
Account Executives
You depend on upstream helpdesk notes from Spoke to understand client needs before a sales call, but details get lost between team handoffs β€” with this integration, every support interaction automatically links to your Microsoft Dynamics 365 CRM accounts.
πŸ—‚οΈ
Compliance Officers
You need a reliable history of every internal request and client communication for audits, but manual record-keeping leaves gaps in your Microsoft Dynamics 365 CRM audit trail β€” with this integration, every single Spoke activity logs cleanly in your CRM.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Spoke

Build and manage your Microsoft Dynamics 365 CRM + Spoke 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 + Spoke 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 β€” 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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Connect Accounts
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Spoke?
Frequently Asked Questions
Connecting Microsoft Dynamics 365 CRM to Spoke is simple and fast using 1-click automation setup on Integrately. You can select a ready-made template or ask Integrately AI to build your custom workflow combining Microsoft Dynamics 365 CRM, Spoke, and apps like Slack or Google Sheets.
Can I automatically create Microsoft Dynamics 365 CRM leads from Spoke requests?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Spoke, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Spoke?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact creation in this integration?
Frequently Asked Questions
How does Spoke trigger automated actions in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Spoke?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Spoke integration free?
Frequently Asked Questions
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