Cliengo + Microsoft Dynamics 365 Integrations, Built by an AI Agent
Put Cliengo + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
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Workflows you can build between Cliengo and Microsoft Dynamics 365
See the kind of workflows teams build with Cliengo and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Cliengo + Microsoft Dynamics 365
When a new or updated customer record is detected in Cliengo, sync their profile to Microsoft Dynamics 365 CRM.
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Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in Cliengo, automatically create or update their contact profile and log the activity in Microsoft Dynamics 365.
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Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in Cliengo, automatically create a new sales deal in Microsoft Dynamics 365 so account executives can take over seamless follow-up.
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Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in Microsoft Dynamics 365, automatically instruct Cliengo to send a targeted follow-up or answer prospective buyer questions.
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Browse the full workflow library →
Looking to achieve something else with Cliengo and Microsoft Dynamics 365?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Cliengo and Microsoft Dynamics 365
Everything Cliengo and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Cliengo Explore Cliengo →
An automated chatbot and lead generation tool that captures website visitors' contact information and manages leads.
TriggersSe activa cuando un cliente es creado - Triggers when a new customer is created.
Se activa cuando un cliente es creado y actualizado - Triggers when a new customer is created y updated.
Crear un nuevo contacto / Creates a new customer.
Actualizar un contacto existente / Update an existing customer
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.
TriggersTriggers when a new account is created.
Triggers when an account is updated.
Triggers when a new contact is created.
Triggers when a contact is updated.
Triggers when a new custom entity is created.
Triggers when a new case/incident is created.
Creates a new account.
Creates a new campaign.
Creates a new contact.
Creates a new campaign response.
Creates a new case/incident.
Creates a new custom entity.
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Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
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1CRM
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1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
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ABC Sales AI
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AccuLynx
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Act!
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Cliengo + Microsoft Dynamics 365
Is there a pre-built Cliengo + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Cliengo and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Cliengo or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Cliengo or Microsoft Dynamics 365 already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting a chatbot to my CRM benefit my sales team?
Leads gathered by Cliengo are immediately passed to Microsoft Dynamics 365 as updated contacts or sales opportunities, giving reps rich context without manual data entry.
Can chatbot conversations automatically update existing sales deals?
Yes, when a conversation is handed off or finished in Cliengo, details and interaction logs can automatically update contact profiles or deal stages in Microsoft Dynamics 365.