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Callingly + Microsoft Dynamics 365 CRM

Callingly + Microsoft Dynamics 365 CRM

Callingly + Microsoft Dynamics 365 CRM integrations

Update Microsoft Dynamics 365 CRM contacts and trigger Callingly leads to call

Keep your sales team informed and responsive with this automation that connects Microsoft Dynamics 365 CRM and Callingly. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will ensure a lead call is created in Callingly. Save time and maintain seamless communication between your CRM and call management platform for an efficient sales process.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Call Lead
    Call Lead
    Call LeadCreates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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More things you can do with Microsoft Dynamics 365 CRM and Callingly

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Callingly

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Callingly
Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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