Microsoft Dynamics 365 CRM + Teamwork Desk Integration

Connect Microsoft Dynamics 365 CRM to Teamwork Desk - Automate your workflows in 1-click

Make use of Microsoft Dynamics 365 CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Teamwork Desk automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between Microsoft Dynamics 365 CRM & Teamwork Desk using Integrately.
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Teamwork Desk + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new Teamwork Desk 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.
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Microsoft Dynamics 365 CRM + Teamwork Desk Integration
1.
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new contact is created

  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when a contact is updated

  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new account is created

  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when an account is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM

    Triggers the automation when any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new case is created

  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when any case is updated

  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new lead is created

  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when the lead information is updated

  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when any quote is updated

  • Teamwork Desk
    Ticket is created in Teamwork Desk

    Triggers the automation when a new ticket is created

    Instant
  • Teamwork Desk
    Ticket is assigned in Teamwork Desk

    Triggers the automation when a ticket is assigned to a team member

    Instant
  • Teamwork Desk
    Thread is updated in Teamwork Desk

    Triggers the automation when any thread is updated

    Instant
  • Teamwork Desk
    Customer sends a reply in Teamwork Desk

    Triggers the automation when a customer sends a reply

    Instant
  • Teamwork Desk
    Ticket is unassigned in Teamwork Desk

    Triggers the automation when a ticket is unassigned

    Instant
  • Teamwork Desk
    Agent sends a reply in Teamwork Desk

    Triggers the automation when a ticket is replied to by any agent

    Instant
  • Teamwork Desk
    Ticket note is created in Teamwork Desk

    Triggers the automation when a new note is added to any ticket

    Instant
  • Teamwork Desk
    Customer is created in Teamwork Desk

    Triggers the automation when a new customer is created

    Instant
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM

    Generates new leads for potential customers

  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM

    Updates the lead information

  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM

    Retrieves information for a particular lead

  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM

    Adds a new contact to the database

  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM

    Updates contact information with new details

  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM

    Generates a new account

  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM

    Searches for account information

  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM

    Updates account information

  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM

    Finds and retrieves contact information

  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM

    Searches for a currency

  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM

    Generates a new case entry

  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM

    Updates case details based on new information received

  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM

    Searches for a case record

  • Teamwork Desk
    Update customer in Teamwork Desk

    Updates a customer's information

  • Teamwork Desk
    Add reply to a ticket in Teamwork Desk

    Sends reply to a ticket

  • Teamwork Desk
    Remove ticket in Teamwork Desk

    Deletes a ticket

  • Teamwork Desk
    Search customer in Teamwork Desk

    Locates and retrieves customer information

  • Teamwork Desk
    Search Ticket in Teamwork Desk

    Searches for a ticket

  • Teamwork Desk
    Create customer in Teamwork Desk

    Adds a new customer to the database

  • Teamwork Desk
    Create ticket in Teamwork Desk

    Generates a new ticket

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Integrate Microsoft Dynamics 365 CRM & Teamwork Desk In 1 Click
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