When new visitor in queue in LiveChat, sync it to Microsoft Dynamics 365 CRM.

When a new visitor enters the queue in LiveChat, create a lead record in Microsoft Dynamics 365 CRM.

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See all LiveChat + Microsoft Dynamics 365 integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

LiveChat Explore LiveChat →

Triggers

New ticket or conversation

Fires when a new support ticket or chat conversation starts in LiveChat.

Ticket status changed

Fires when a ticket's status changes in LiveChat.

Ticket assigned

Fires when a ticket in LiveChat is assigned to an agent.

SLA breached

Fires when a ticket in LiveChat breaches its response SLA.

Actions

Create ticket

Creates a new ticket in LiveChat.

Update ticket status

Updates a ticket's status in LiveChat.

Assign ticket

Assigns a ticket in LiveChat to an agent.

Reply to a ticket or chat

Posts a reply or internal note on a ticket or conversation in LiveChat.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

Triggers

New contact or lead

Fires when a new contact or lead is added to Microsoft Dynamics 365.

Contact updated

Fires when a field on a contact changes in Microsoft Dynamics 365.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.

Deal won

Fires when a deal is marked won in Microsoft Dynamics 365.

Actions

Create or update contact

Creates or updates a contact in Microsoft Dynamics 365.

Create deal

Creates a new deal in Microsoft Dynamics 365.

Update record stage

Moves a deal or record to a new stage in Microsoft Dynamics 365.

Log activity

Logs a call, email, or note against a record in Microsoft Dynamics 365.

Open onboarding support tickets for newly closed deals When a deal is won in Microsoft Dynamics 365, automatically create a ticket in LiveChat so support engineers can initiate customer onboarding. See details

Log activity in CRM when customer tickets are created When a new ticket is created in LiveChat, automatically log activity in Microsoft Dynamics 365 so account managers stay informed of open customer issues. See details

Update deal stages when critical support SLAs are breached If an SLA is breached in LiveChat, automatically update the deal stage in Microsoft Dynamics 365 to alert sales leaders of potential account risks. See details

See all LiveChat + Microsoft Dynamics 365 integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new visitor in queue in LiveChat, sync it to Microsoft Dynamics 365 CRM.” between LiveChat and Microsoft Dynamics 365?

Yes — describe it in the box above and Knit's Integrations Agent researches LiveChat and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

What business advantages come from linking Microsoft Dynamics 365 and LiveChat?

It breaks down silos between sales and support, giving account managers visibility into tickets and allowing closed sales to trigger onboarding workflows.

Can closing a deal automatically generate a ticket for customer success?

Yes, marking a deal as won in Microsoft Dynamics 365 can automatically generate a ticket in LiveChat for implementation support.