Mateo + Microsoft Dynamics 365 Integrations, Built by an AI Agent
Put Mateo + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
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Workflows you can build between Mateo and Microsoft Dynamics 365
See the kind of workflows teams build with Mateo and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Mateo + Microsoft Dynamics 365
When a new contact is added in Microsoft Dynamics 365 CRM, sync their information into Mateo.
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Celebrate closed deals in team channels
When a deal is marked as won in Microsoft Dynamics 365, automatically send a celebration message to your team channel in Mateo.
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Alert sales reps to new incoming leads
When a new lead is created in Microsoft Dynamics 365, send a direct message in Mateo to assign and notify the responsible salesperson.
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Log team discussions into CRM contact histories
When a new message is posted in Mateo, automatically log the details as an activity against the contact record in Microsoft Dynamics 365.
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Browse the full workflow library →
Looking to achieve something else with Mateo 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 Mateo and Microsoft Dynamics 365
Everything Mateo and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Mateo Explore Mateo →
Mateo is an omnichannel messaging platform that consolidates customer communication across WhatsApp, SMS, web chat, and social channels.
ActionsCreates a contact in hellomateo.
Updates a contact in hellomateo.
Formats a phone number as E.164.
Creates an immediate sendout for segments or recipients.
Sends a message using a hellomateo template.
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.
Other Communication apps on Knit
Explore more Communication integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
360dialog
360dialog is an enterprise messaging platform that provides API access to the WhatsApp Business platform for customer communications.
Acquire
A unified customer engagement software that provides live chat, co-browsing, video calls, and messaging tools for support teams.
B2Chat
B2Chat is a multi-channel messaging platform that consolidates customer conversations from live chat and instant messaging into one platform.
Bettermode
An all-in-one customer community platform that enables brands to build interactive online forums and user communities.
BirdSeed
BirdSeed is an interactive website widget offering live chat, scheduled callbacks, contact forms, and knowledge base access.
Bundeling
A private communication and networking platform that connects members within communities, sports clubs, and business organizations.
Carbon Voice
Carbon Voice is a voice messaging and team communication app designed for sending asynchronous voice notes and text messages.
Chatra
A live chat and messaging software designed for businesses to communicate with website visitors and customers.
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
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
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 Mateo + Microsoft Dynamics 365
Is there a pre-built Mateo + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Mateo and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Mateo or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Mateo 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 Mateo to Microsoft Dynamics 365 help sales teams close deals faster?
Sales reps receive instant channel updates in Mateo whenever high-value leads or deal status changes occur in Microsoft Dynamics 365, allowing rapid team collaboration.
Can chat conversations be tracked in customer profiles?
Yes, important conversations or messages posted in Mateo can be automatically logged as activity notes in Microsoft Dynamics 365.