Aloware + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Aloware sequences

Easily streamline your contact management process with this Microsoft Dynamics 365 CRM and Aloware automation. When a new contact is added to Microsoft Dynamics 365 CRM, they will be enrolled in a sequence in Aloware, ensuring seamless communication and follow-ups. This workflow saves you time and helps maintain consistent engagement with your contacts.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Enroll Contact to Sequence
Enrolls a contact to a sequence on your Aloware account. For more information, go to Aloware >> Integrations >> Sequences API
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Communication Disposed
Triggers when a communication is disposed in Aloware.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in Aloware.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated in Aloware.
Trigger
Instant
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Voicemail Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
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- Phone NumberRequired
- SequenceRequired
- Force enroll?Required
Action
Write
- Phone NumberRequired
Action
Write
- LineRequired
- Send as (agent attribution)Required
- ToRequired
- MessageRequired
- Media URL (.gif, .png, .jpg)
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Call Disposed
Triggers when a call is disposed in Aloware.
Trigger
Instant
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Communication Initiated
Triggers when a communication is initiated in Aloware.
Trigger
Instant
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Contact Disposed
Triggers when a contact's disposition status has changed in Aloware.
Trigger
Instant
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Recording Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
Try It
- Full Name
- First Name
- Last Name
- Company name
- Phone NumberRequired
- Email Address
- Date Of Birth
- Time Zone
- City
- State
- Zip Code
- Country
- Lead Source
- Address
- Website
- Notes
- CSF1
- CSF2
- User
- User Email Address
- Distribute to Ring Group?
- Ring Group
- Check available users
- Add To PowerDialer
- Position in PowerDialer
- Sequence
- Force enroll?
- Force update?
- Line
- Tag
- Disposition Status
Action
Write
- LineRequired
- Send as (agent attribution)Required
- Agent Phone NumberRequired
- Contact Phone NumberRequired
Action
Write
- LineRequired
- ToRequired
- Audio URLRequired
Action
Write

About Aloware

Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.

Learn more

Related categories

Phone & SMS

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

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Aloware + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Aloware sequences

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Communication Disposed

Contact Created

Contact Updated

Voicemail Saved

Enroll Contact to Sequence

Phone NumberRequired

SequenceRequired

Force enroll?Required

Number Lookup

Phone NumberRequired

Send SMS

LineRequired

Send as (agent attribution)Required

ToRequired

MessageRequired

Media URL (.gif, .png, .jpg)

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Contact

Info

ContactRequired

Update Lead

Info

LeadRequired

Find Account