Log activity in CRM when customer tickets are created

When a new ticket is created in Drift, automatically log activity in Microsoft Dynamics 365 so account managers stay informed of open customer issues.

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See all Microsoft Dynamics 365 + Drift 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.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

Triggers

New lead created

Fires when a new lead or contact is created in Microsoft Dynamics 365.

Deal stage changed

Fires when a deal moves to a new stage in Microsoft Dynamics 365.

Deal won

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

Contact updated

Fires when a field on a contact changes 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 deal stage

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

Log activity

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

Drift Explore Drift →

Triggers

New ticket created

Fires when a new support ticket is created in Drift.

Ticket status changed

Fires when a ticket's status changes in Drift.

Ticket assigned

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

SLA breached

Fires when a ticket in Drift breaches its response SLA.

Actions

Create ticket

Creates a new ticket in Drift.

Update ticket status

Updates a ticket's status in Drift.

Assign ticket

Assigns a ticket in Drift to an agent.

Add ticket comment

Posts an internal or public comment on a ticket in Drift.

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

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

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

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FAQ

Common questions

Can Knit build “Log activity in CRM when customer tickets are created” between Microsoft Dynamics 365 and Drift?

Yes — describe it in the box above and Knit's Integrations Agent researches Microsoft Dynamics 365 and Drift'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 Drift?

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 Drift for implementation support.