Loading

Callingly + Microsoft Dynamics 365 CRM

Call new Microsoft Dynamics 365 CRM leads with Callingly when leads are created

Instantly connect with new leads in your Microsoft Dynamics 365 CRM by utilizing this seamless workflow. When a new lead is added to your CRM, the system will initiate a call through Callingly, ensuring you never miss an opportunity to engage a potential customer. This efficient automation not only saves time but also helps improve your response rate and overall sales performance.

Instantly connect with new leads in your Microsoft Dynamics 365 CRM by utilizing this seamless workflow. When a new lead is added to your CRM, the system will initiate a call through Callingly, ensuring you never miss an opportunity to engage a potential customer. This efficient automation not only saves time but also helps improve your response rate and overall sales performance.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    CallinglyCallingly
    Call Lead

    Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
callingly logo
callingly logo

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.
Learn more

Related categories

  • Phone & SMS
microsoft-dynamics-crm logo

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier